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SINO Lane Tracker Edição 07

abril de 2025 snapshot

Iberia keeps falling, LATAM searches for a floor

April splits the pool. Iberia takes a third consecutive -20% leg as Algeciras transshipment volumes collapse. The LATAM cluster decelerates to single-digit declines, hunting for support.


26 rotas 9 comentadas 8 cruzadas Publicado em 5 de abril de 2025 Metodologia v1 JSON RSS Citar Solicitar cotação → Snapshot mais recente →

Momentum de clusters · média MoM marítimo 40GP

LATAM
-7.5%
7 rotas
Iberia
-20.3%
2 rotas

Atlas · marítimo 40GP MoM

As 26 rotas no mapa

Cada ponto é um país de destino. A cor reflete o delta MoM do marítimo 40GP deste mês. Pontos maiores marcam as 9 rotas que acompanhamos e comentamos a cada mês. Clique em um ponto para ver tarifas e tendência.

  • Alta > +5% MoM
  • Neutro ±5%
  • Queda < −5% MoM
  • Sem dados
  • Rota comentada

26 pontos representando países de destino estão plotados no mapa. A cor reflete a variação mês a mês. Para navegação por teclado utilize a tabela de dados abaixo na página.

Nota do editor · abril de 2025

Iberia keeps falling, LATAM searches for a floor

April splits the pool. Iberia takes a third consecutive -20% leg as Algeciras transshipment volumes collapse. The LATAM cluster decelerates to single-digit declines, hunting for support.

China → Portugal sea 40GP shed 20.45% to USD 3,950–4,800 and China → Spain -20.08% to USD 4,750–5,800. The Iberian gateway is now down roughly 50% from the December peak across three consecutive months. Algeciras transshipment to North Africa and Atlantic re-export thinned as European import demand stayed weak through Easter — the cycle has not yet found a floor.

The LATAM cluster decelerated sharply. Pacific Alliance lanes — Chile, Colombia, Ecuador — each shed 6.98%, Peru -5.93%, Brazil -6.54%, Argentina -7.69%. After three months of double-digit declines the cluster appears to be reaching support. The single-block behaviour persists: seven months running, no lane-specific divergence in the Andean trio.

Mexico decelerated to -11.49% — still the steepest LATAM move but well off the March collapse — to USD 2,950–3,600. The lane crossed below the Pacific Alliance baseline for the first time in the back-history. Manzanillo demand softened on lighter nearshoring forward orders into a soft Q2 US consumption read.

Para observar no próximo mês

  • Iberia floor — whether May breaks the -20% pattern or extends to a fourth leg.
  • Mexico vs Pacific Alliance ranking — first month Mexico prints below the cluster, a structural signal.
  • Brazil agribusiness export window — Santos berth dwell into May should support inbound rates.
  • Pacific Alliance single-block run — seven months and counting; Chancay opening in July is the first plausible disruptor.

Por SINO Shipping desk

Este mês

8 destaques do mês

Spotlights · este mês

3 altas ↑ · 3 quedas ↓ · 2 spotlights narrativos · rotação mensal

Queda ↓ iberian-gateway

Portugal

-20.4%

Sines deepwater port, Atlantic gateway for re-export to Africa + Americas

Marítimo 40GP 12 m

Mais em iberian-gateway

Queda ↓ iberian-gateway

Spain

-20.1%

Algeciras / Valencia hub for Iberia + North Africa transshipment

Marítimo 40GP 12 m

Mais em iberian-gateway

Tendência 12 meses · média marítimo 40GP

Como cada cluster se moveu, média marítimo 40GP

Uma linha por cluster editorial. Passe o cursor sobre o gráfico para ver os valores mensais. Útil para detectar mudanças estruturais por trás dos spotlights do mês.

$2,325 $4,228 $6,131 $8,034 $9,938 -11m -8m -5m -2m abril de 2025

    Ver tabela de dados
    Média marítimo 40GP USD em 12 meses por cluster
    Mês LATAM Iberia
    11 meses atrás
    10 meses atrás
    9 meses atrás
    8 meses atrás
    7 meses atrás
    6 meses atrás $4,200 $8,063
    5 meses atrás $4,293 $7,775
    4 meses atrás $4,446 $9,113
    3 meses atrás $4,718 $9,413
    2 meses atrás $4,154 $7,500
    1 mês atrás $3,086 $6,050
    abril de 2025 $2,850 $4,825
    • LATAM
    • Iberia
    Movimento

    Maiores variações — marítimo 40GP

    Maiores altas

    Marítimo 40GP MoM

    Maiores quedas

    Marítimo 40GP MoM
    • Portugal
      -20.4%

      Sines deepwater port, Atlantic gateway for re-export to Africa + Americas

    • Spain
      -20.1%

      Algeciras / Valencia hub for Iberia + North Africa transshipment

    • Panama
      -11.5%
    • Mexico
      -11.5%

      Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor

    Cobertura

    Todas as 26 rotas com origem China

    marca as 9 rotas do pool de destaques.

    ← role para ver todas as colunas →

    Comparar 12 m Expandir linha
    Rota do pool editorial. Argentina
    $2,150–$2,650 $9.20 $14.75 -7.7%
    Bolivia
    $2,500–$3,050 $9.40 $15.05 -5.9%
    Rota do pool editorial. Brazil
    $2,250–$2,750 $9.00 $14.40 -6.5%
    Rota do pool editorial. Chile
    $2,700–$3,300 $6.80 $10.90 -7.0%
    Rota do pool editorial. Colombia
    $2,700–$3,300 $9.00 $14.40 -7.0%
    Costa Rica
    $2,950–$3,600 $9.70 $15.55 -11.5%
    Cuba
    $7,500–$9,150 $10.25 $16.35 -11.4%
    Dominican Republic
    $7,500–$9,150 $10.25 $16.35 -11.4%
    Rota do pool editorial. Ecuador
    $2,700–$3,300 $9.00 $14.40 -7.0%
    El Salvador
    $2,950–$3,600 $9.70 $15.55 -11.5%
    Guatemala
    $2,950–$3,600 $9.70 $15.55 -11.5%
    Guyana
    $2,500–$3,050 $9.40 $15.05 -5.9%
    Haiti
    $7,500–$9,150 $10.25 $16.35 -11.4%
    Honduras
    $2,950–$3,600 $9.70 $15.55 -11.5%
    Jamaica
    $7,500–$9,150 $10.25 $16.35 -11.4%
    Rota do pool editorial. Mexico
    $2,950–$3,600 $9.70 $15.55 -11.5%
    Nicaragua
    $2,950–$3,600 $9.70 $15.55 -11.5%
    Panama
    $2,950–$3,600 $9.70 $15.55 -11.5%
    Paraguay
    $2,500–$3,050 $9.40 $15.05 -5.9%
    Rota do pool editorial. Peru
    $2,500–$3,050 $9.40 $15.05 -5.9%
    Rota do pool editorial. Portugal
    $3,950–$4,800 $7.75 $12.40 -20.4%
    Rota do pool editorial. Spain
    $4,750–$5,800 $8.15 $13.05 $6,500–$7,950 -20.1%
    Suriname
    $2,500–$3,050 $9.40 $15.05 -5.9%
    Trinidad And Tobago
    $7,500–$9,150 $10.25 $16.35 -11.4%
    Uruguay
    $2,250–$2,750 $11.00 $17.65 -6.5%
    Venezuela
    $2,500–$3,050 $9.40 $15.05 -5.9%
    Metodologia

    Como calibramos com os índices públicos.

    01 · Fonte de dados

    As tarifas são as medianas mensais próprias da SINO Shipping em 26 rotas saindo da China — o book de um único agente de carga, não um índice multi-armador. FCL/LCL/aéreo/ferroviário/expresso capturados na mesma semana de cada mês.

    02 · Calibração

    Lane Tracker publishes a single-forwarder benchmark. Where SINO's lanes overlap with FBX (12 routes E-W) or Drewry WCI (8 routes), we publish a delta vs the public index. For the ~14-16 emerging-markets lanes with no public benchmark (Middle Corridor, East Africa, MENA secondary, SE Asia secondary, Caribbean), no comparable data exists publicly.

    03 · Cadência e correções

    Publicado mensalmente, na última semana do mês, na metodologia v1. Correções materiais ficam registradas no changelog da página de metodologia; snapshots de meses anteriores permanecem congelados nos valores publicados.

    Metodologia completa

    Imprensa e dados

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