Alta ↑ LATAM
Mexico
+12.4%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Marítimo 40GP 12 m
SINO Lane Tracker Edição 12
setembro de 2025 snapshot
Mexico rebounds 12%, Iberia keeps falling
September splits the pool sharply. Mexico recovers most of August's losses on Q4 inventory restocking, the LATAM cluster stabilises flat to slightly up, Iberia takes a fourth consecutive leg down.
26 rotas 9 comentadas 8 cruzadas Publicado em 5 de setembro de 2025 Metodologia v1 JSON RSS Citar Solicitar cotação → Snapshot mais recente →
Momentum de clusters · média MoM marítimo 40GP
LATAM
+3.4%
7 rotas
Iberia
-4.2%
2 rotas
Trecho de incorporação
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Livre para uso sob CC BY 4.0. Atribuição incluída no trecho.
<iframe src="https://es.sino-shipping.com/lane-tracker/embed/cluster-momentum/" width="100%" height="280" style="border:0;" loading="lazy" title="SINO Lane Tracker — Cluster momentum"></iframe> <p style="font:12px/1.4 system-ui;color:#666;text-align:right;margin-top:4px">Source: <a href="https://es.sino-shipping.com/lane-tracker/">SINO Lane Tracker</a></p>
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.
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Trecho de incorporação
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Livre para uso sob CC BY 4.0. Atribuição a SINO Lane Tracker obrigatória (já incluída no trecho abaixo).
<iframe src="https://es.sino-shipping.com/lane-tracker/embed/world-map/" width="100%" height="640" style="border:0;" loading="lazy" title="SINO Lane Tracker — World atlas"></iframe> <p style="font:12px/1.4 system-ui;color:#666;text-align:right;margin-top:4px">Source: <a href="https://es.sino-shipping.com/lane-tracker/">SINO Lane Tracker</a></p>
Nota do editor · setembro de 2025
Mexico rebounds 12%, Iberia keeps falling
September splits the pool sharply. Mexico recovers most of August's losses on Q4 inventory restocking, the LATAM cluster stabilises flat to slightly up, Iberia takes a fourth consecutive leg down.
China → Mexico sea 40GP rose 12.38% to USD 2,650–3,250 — the top mover in the pool — as Manzanillo demand re-firmed on US Q4 inventory restocking and the tariff frontload cycle reopened. The lane recovered roughly a third of the August collapse but stays well below its mid-cycle baseline; the structural compression versus 2024 levels persists.
Iberia continued to bleed. China → Spain shed 4.27% to USD 5,050–6,150 and China → Portugal -4.10% to USD 4,200–5,150. Algeciras transshipment did not find support as Mediterranean summer demand collapsed and forward bookings into the European Christmas window thinned. The cumulative move since June is now roughly -30% on Iberia versus +12% on Mexico.
The LATAM cluster stabilised. Argentina printed +2.13%, Brazil +2.04%, Pacific Alliance lanes +1.69% each, Peru +1.87%. The single-block behaviour stretches to twelve months. After two months of heavy declines, the Andean trade found a floor — but only just; the rebound is shallow compared to the June GRI.
Para observar no próximo mês
- Iberia fifth-leg risk — four consecutive negatives; October needs a floor or Spain breaks USD 4,000.
- Mexico Q4 cycle — whether the restocking extends through October or destocks again on tariff timing.
- Pacific Alliance block — twelve months and counting; Chancay has not produced visible Callao divergence.
- Brazil agribusiness off-season — Santos inbound rates typically soften through October-November.
Por SINO Shipping desk
Este mês
8 destaques do mês
Spotlights · este mês
3 altas ↑ · 3 quedas ↓ · 2 spotlights narrativos · rotação mensal
Alta ↑ LATAM
Argentina
+2.1%
Buenos Aires gateway — commodity exporter, FX-volatile demand cycles
Marítimo 40GP 12 m
Alta ↑ LATAM
Brazil
+2.0%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
Marítimo 40GP 12 m
Queda ↓ iberian-gateway
Spain
-4.3%
Algeciras / Valencia hub for Iberia + North Africa transshipment
Marítimo 40GP 12 m
Mais em iberian-gateway
Queda ↓ iberian-gateway
Portugal
-4.1%
Sines deepwater port, Atlantic gateway for re-export to Africa + Americas
Marítimo 40GP 12 m
Mais em iberian-gateway
Queda ↓ LATAM
Chile
+1.7%
Copper exporter / lithium triangle gateway via Valparaiso
Marítimo 40GP 12 m
Trecho de incorporação
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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.
Ver tabela de dados
| Mês | LATAM | Iberia |
|---|---|---|
| 11 meses atrás | $4,200 | $8,063 |
| 10 meses atrás | $4,293 | $7,775 |
| 9 meses atrás | $4,446 | $9,113 |
| 8 meses atrás | $4,718 | $9,413 |
| 7 meses atrás | $4,154 | $7,500 |
| 6 meses atrás | $3,086 | $6,050 |
| 5 meses atrás | $2,850 | $4,825 |
| 4 meses atrás | $2,918 | $5,200 |
| 3 meses atrás | $3,946 | $7,025 |
| 2 meses atrás | $3,386 | $6,663 |
| 1 mês atrás | $2,707 | $5,363 |
| setembro de 2025 | $2,796 | $5,138 |
- LATAM
- Iberia
Trecho de incorporação
Cole este iframe no seu artigo
Livre para uso sob CC BY 4.0. Atribuição a SINO Lane Tracker obrigatória (já incluída no trecho abaixo).
<iframe src="https://es.sino-shipping.com/lane-tracker/embed/cluster-trends/" width="100%" height="540" style="border:0;" loading="lazy" title="SINO Lane Tracker — Cluster trends"></iframe> <p style="font:12px/1.4 system-ui;color:#666;text-align:right;margin-top:4px">Source: <a href="https://es.sino-shipping.com/lane-tracker/">SINO Lane Tracker</a></p>
Movimento
Maiores variações — marítimo 40GP
Maiores altas
- Costa Rica+12.4%
- El Salvador+12.4%
- Guatemala+12.4%
- Honduras+12.4%
- Mexico+12.4%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Maiores quedas
- Spain-4.3%
Algeciras / Valencia hub for Iberia + North Africa transshipment
- Portugal-4.1%
Sines deepwater port, Atlantic gateway for re-export to Africa + Americas
- Ecuador+1.7%
Banana exporter, USD-economy, Guayaquil dredging
- Colombia+1.7%
Buenaventura main gateway, Caribbean access via Cartagena
- Chile+1.7%
Copper exporter / lithium triangle gateway via Valparaiso
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 | — | +2.1% | |||
| Bolivia | $2,450–$3,000 | $9.40 | $15.05 | — | +1.9% | |||
| Rota do pool editorial. Brazil | $2,250–$2,750 | $9.00 | $14.40 | — | +2.0% | |||
| Rota do pool editorial. Chile | $2,700–$3,300 | $6.80 | $10.90 | — | +1.7% | |||
| Rota do pool editorial. Colombia | $2,700–$3,300 | $9.00 | $14.40 | — | +1.7% | |||
| Costa Rica | $2,650–$3,250 | $9.45 | $15.15 | — | +12.4% | |||
| Cuba | $6,700–$8,200 | $9.95 | $15.95 | — | +11.2% | |||
| Dominican Republic | $6,700–$8,200 | $9.95 | $15.95 | — | +11.2% | |||
| Rota do pool editorial. Ecuador | $2,700–$3,300 | $9.00 | $14.40 | — | +1.7% | |||
| El Salvador | $2,650–$3,250 | $9.45 | $15.15 | — | +12.4% | |||
| Guatemala | $2,650–$3,250 | $9.45 | $15.15 | — | +12.4% | |||
| Guyana | $2,450–$3,000 | $9.40 | $15.05 | — | +1.9% | |||
| Haiti | $6,700–$8,200 | $9.95 | $15.95 | — | +11.2% | |||
| Honduras | $2,650–$3,250 | $9.45 | $15.15 | — | +12.4% | |||
| Jamaica | $6,700–$8,200 | $9.95 | $15.95 | — | +11.2% | |||
| Rota do pool editorial. Mexico | $2,650–$3,250 | $9.45 | $15.15 | — | +12.4% | |||
| Nicaragua | $2,650–$3,250 | $9.45 | $15.15 | — | +12.4% | |||
| Panama | $2,650–$3,250 | $9.45 | $15.15 | — | +12.4% | |||
| Paraguay | $2,450–$3,000 | $9.40 | $15.05 | — | +1.9% | |||
| Rota do pool editorial. Peru | $2,450–$3,000 | $9.40 | $15.05 | — | +1.9% | |||
| Rota do pool editorial. Portugal | $4,200–$5,150 | $7.90 | $12.65 | — | -4.1% | |||
| Rota do pool editorial. Spain | $5,050–$6,150 | $8.30 | $13.30 | $6,500–$7,950 | -4.3% | |||
| Suriname | $2,450–$3,000 | $9.40 | $15.05 | — | +1.9% | |||
| Trinidad And Tobago | $6,700–$8,200 | $9.95 | $15.95 | — | +11.2% | |||
| Uruguay | $2,250–$2,750 | $11.00 | $17.60 | — | +2.0% | |||
| Venezuela | $2,450–$3,000 | $9.40 | $15.05 | — | +1.9% |
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.
Imprensa e dados
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