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SINO Lane Tracker Edição 09

junho de 2025 snapshot

The whole pool firms 35% in one print

June is the cleanest cluster-wide rebound in the back-history. All nine LATAM and Iberian lanes firm between 34.88% and 35.48% — a single tonnage and bunker reset across the trade, not nine independent stories.


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

Momentum de clusters · média MoM marítimo 40GP

LATAM
+35.2%
7 rotas
Iberia
+35.1%
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 · junho de 2025

The whole pool firms 35% in one print

June is the cleanest cluster-wide rebound in the back-history. All nine LATAM and Iberian lanes firm between 34.88% and 35.48% — a single tonnage and bunker reset across the trade, not nine independent stories.

The pool moved as one. Chile, Colombia and Ecuador each printed +35.48%, Argentina +35.00%, Peru +35.40%, Brazil +34.95%, Spain +35.24%, Portugal +34.92%, Mexico +34.88%. The dispersion between top and bottom mover is six-tenths of one percent — a band that tight signals carriers passing through a uniform GRI on the China → South America and China → Iberia trades, not lane-specific demand differentiation.

Absolute levels reset the post-trough baseline. China → Brazil at USD 3,100–3,850, Pacific Alliance lanes at USD 3,800–4,600, China → Spain at USD 6,900–8,450. The recovery brings the Iberian gateway back above its February print and the Andean cluster close to its January high — five months of compression compressed into a single GRI cycle.

Mexico printed at the bottom of the band at +34.88% to USD 3,900–4,800. The lane participated in the cluster reset but no longer commands the LATAM premium it held through 2024 — it now trades closer to the Pacific Alliance baseline than to its own back-history ceiling. The structural inversion that started in April holds through the rebound.

Para observar no próximo mês

  • Chancay (Peru) first scheduled deep-sea calls in July — the trigger that should finally break the Pacific Alliance block.
  • Brazil agribusiness peak — Santos berth dwell extending; inbound congestion compounds on the firm move.
  • Iberian summer cycle — whether the rebound holds through the European import window or fades.
  • Mexico ranking — first month back near the Pacific Alliance baseline; nearshoring premium has structurally compressed.

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

+34.9%

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

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 junho 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 $4,200 $8,063
    7 meses atrás $4,293 $7,775
    6 meses atrás $4,446 $9,113
    5 meses atrás $4,718 $9,413
    4 meses atrás $4,154 $7,500
    3 meses atrás $3,086 $6,050
    2 meses atrás $2,850 $4,825
    1 mês atrás $2,918 $5,200
    junho de 2025 $3,946 $7,025
    • LATAM
    • Iberia
    Movimento

    Maiores variações — marítimo 40GP

    Maiores altas

    Marítimo 40GP MoM
    • Chile
      +35.5%

      Copper exporter / lithium triangle gateway via Valparaiso

    • Colombia
      +35.5%

      Buenaventura main gateway, Caribbean access via Cartagena

    • Ecuador
      +35.5%

      Banana exporter, USD-economy, Guayaquil dredging

    • Bolivia
      +35.4%
    • Guyana
      +35.4%

    Maiores quedas

    Marítimo 40GP MoM
    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
    $3,050–$3,700 $10.25 $16.35 +35.0%
    Bolivia
    $3,450–$4,200 $10.45 $16.70 +35.4%
    Rota do pool editorial. Brazil
    $3,100–$3,850 $10.00 $16.00 +35.0%
    Rota do pool editorial. Chile
    $3,800–$4,600 $7.55 $12.10 +35.5%
    Rota do pool editorial. Colombia
    $3,800–$4,600 $10.00 $16.00 +35.5%
    Costa Rica
    $3,900–$4,800 $12.00 $19.20 +34.9%
    Cuba
    $10,000–$12,150 $12.65 $20.25 +35.1%
    Dominican Republic
    $10,000–$12,150 $12.65 $20.25 +35.1%
    Rota do pool editorial. Ecuador
    $3,800–$4,600 $10.00 $16.00 +35.5%
    El Salvador
    $3,900–$4,800 $12.00 $19.20 +34.9%
    Guatemala
    $3,900–$4,800 $12.00 $19.20 +34.9%
    Guyana
    $3,450–$4,200 $10.45 $16.70 +35.4%
    Haiti
    $10,000–$12,150 $12.65 $20.25 +35.1%
    Honduras
    $3,900–$4,800 $12.00 $19.20 +34.9%
    Jamaica
    $10,000–$12,150 $12.65 $20.25 +35.1%
    Rota do pool editorial. Mexico
    $3,900–$4,800 $12.00 $19.20 +34.9%
    Nicaragua
    $3,900–$4,800 $12.00 $19.20 +34.9%
    Panama
    $3,900–$4,800 $12.00 $19.20 +34.9%
    Paraguay
    $3,450–$4,200 $10.45 $16.70 +35.4%
    Rota do pool editorial. Peru
    $3,450–$4,200 $10.45 $16.70 +35.4%
    Rota do pool editorial. Portugal
    $5,750–$7,000 $9.00 $14.45 +34.9%
    Rota do pool editorial. Spain
    $6,900–$8,450 $9.50 $15.20 $6,750–$8,200 +35.2%
    Suriname
    $3,450–$4,200 $10.45 $16.70 +35.4%
    Trinidad And Tobago
    $10,000–$12,150 $12.65 $20.25 +35.1%
    Uruguay
    $3,100–$3,850 $12.25 $19.55 +35.0%
    Venezuela
    $3,450–$4,200 $10.45 $16.70 +35.4%
    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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