Alta ↑ LATAM
Mexico
+35.0%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Marítimo 40GP 12 m
SINO Lane Tracker Edição 14
novembro de 2025 snapshot
Mexico breaks out 35%, the pool firms across
November flips the cycle. Mexico adds 35% in a single print — the second 35% positive move on the lane this year — the LATAM cluster firms 14–15%, Iberia rebounds 10–11%.
26 rotas 9 comentadas 8 cruzadas Publicado em 5 de novembro de 2025 Metodologia v1 JSON RSS Citar Solicitar cotação → Snapshot mais recente →
Momentum de clusters · média MoM marítimo 40GP
LATAM
+17.7%
7 rotas
Iberia
+10.7%
2 rotas
Trecho de incorporação
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<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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<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 · novembro de 2025
Mexico breaks out 35%, the pool firms across
November flips the cycle. Mexico adds 35% in a single print — the second 35% positive move on the lane this year — the LATAM cluster firms 14–15%, Iberia rebounds 10–11%.
China → Mexico sea 40GP rose 34.95% to USD 3,100–3,850 — the top mover by a wide margin and a near-perfect mirror of the August collapse. Manzanillo demand re-firmed sharply on US pre-Christmas restocking and tariff frontloading into the year-end policy window. The lane reclaims the LATAM premium it lost in April.
The LATAM cluster firmed in tight bands. Pacific Alliance lanes — Chile, Colombia, Ecuador — each added 15.38%, Brazil +14.94% to USD 2,250–2,750, Peru +14.74%, Argentina +13.10%. Fourteen months of single-block movement holds through the rebound. The 35% Mexico move pulled the cluster up but did not break the Andean correlation.
Iberia rebounded too, but more slowly. China → Portugal +10.71% to USD 3,500–4,250 and China → Spain +10.65% to USD 4,200–5,150. The gateway recovered roughly half of October's 25% collapse — Algeciras transshipment volumes rebuilt as European post-Black Friday restocking flowed. Cumulative since June is now -45%, still well off the December peak.
Para observar no próximo mês
- Mexico December continuation — third tariff frontload cycle this year; destocking risk into January.
- Iberia recovery extension — half the October collapse recovered; December typically firms on Christmas tail.
- Pacific Alliance block — fourteen months; Chancay first scheduled deep-sea services delayed signals are absent from the print.
- Brazil pre-Christmas peak — Santos congestion building; December should compound the firm move.
Por SINO Shipping desk
Este mês
8 destaques do mês
Spotlights · este mês
3 altas ↑ · 3 quedas ↓ · 2 spotlights narrativos · rotação mensal
Alta ↑ LATAM
Chile
+15.4%
Copper exporter / lithium triangle gateway via Valparaiso
Marítimo 40GP 12 m
Alta ↑ LATAM
Colombia
+15.4%
Buenaventura main gateway, Caribbean access via Cartagena
Marítimo 40GP 12 m
Queda ↓ iberian-gateway
Spain
+10.7%
Algeciras / Valencia hub for Iberia + North Africa transshipment
Marítimo 40GP 12 m
Mais em iberian-gateway
Queda ↓ iberian-gateway
Portugal
+10.7%
Sines deepwater port, Atlantic gateway for re-export to Africa + Americas
Marítimo 40GP 12 m
Mais em iberian-gateway
Queda ↓ LATAM
Argentina
+13.1%
Buenos Aires gateway — commodity exporter, FX-volatile demand cycles
Marítimo 40GP 12 m
Narrativa LATAM
Brazil
+14.9%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
Marítimo 40GP 12 m
Narrativa LATAM
Peru
+14.7%
Chancay megaport just opened — first Chinese-built deep-sea hub on Pacific coast
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 | $4,446 | $9,113 |
| 10 meses atrás | $4,718 | $9,413 |
| 9 meses atrás | $4,154 | $7,500 |
| 8 meses atrás | $3,086 | $6,050 |
| 7 meses atrás | $2,850 | $4,825 |
| 6 meses atrás | $2,918 | $5,200 |
| 5 meses atrás | $3,946 | $7,025 |
| 4 meses atrás | $3,386 | $6,663 |
| 3 meses atrás | $2,707 | $5,363 |
| 2 meses atrás | $2,796 | $5,138 |
| 1 mês atrás | $2,432 | $3,863 |
| novembro de 2025 | $2,868 | $4,275 |
- 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+35.0%
- El Salvador+35.0%
- Guatemala+35.0%
- Honduras+35.0%
- Mexico+35.0%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Maiores quedas
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–$2,600 | $9.20 | $14.70 | — | +13.1% | |||
| Bolivia | $2,450–$3,000 | $9.40 | $15.00 | — | +14.7% | |||
| Rota do pool editorial. Brazil | $2,250–$2,750 | $9.00 | $14.40 | — | +14.9% | |||
| Rota do pool editorial. Chile | $2,700–$3,300 | $6.80 | $10.85 | — | +15.4% | |||
| Rota do pool editorial. Colombia | $2,700–$3,300 | $9.00 | $14.40 | — | +15.4% | |||
| Costa Rica | $3,100–$3,850 | $9.90 | $15.80 | — | +35.0% | |||
| Cuba | $7,950–$9,700 | $10.40 | $16.65 | — | +34.7% | |||
| Dominican Republic | $7,950–$9,700 | $10.40 | $16.65 | — | +34.7% | |||
| Rota do pool editorial. Ecuador | $2,700–$3,300 | $9.00 | $14.40 | — | +15.4% | |||
| El Salvador | $3,100–$3,850 | $9.90 | $15.80 | — | +35.0% | |||
| Guatemala | $3,100–$3,850 | $9.90 | $15.80 | — | +35.0% | |||
| Guyana | $2,450–$3,000 | $9.40 | $15.00 | — | +14.7% | |||
| Haiti | $7,950–$9,700 | $10.40 | $16.65 | — | +34.7% | |||
| Honduras | $3,100–$3,850 | $9.90 | $15.80 | — | +35.0% | |||
| Jamaica | $7,950–$9,700 | $10.40 | $16.65 | — | +34.7% | |||
| Rota do pool editorial. Mexico | $3,100–$3,850 | $9.90 | $15.80 | — | +35.0% | |||
| Nicaragua | $3,100–$3,850 | $9.90 | $15.80 | — | +35.0% | |||
| Panama | $3,100–$3,850 | $9.90 | $15.80 | — | +35.0% | |||
| Paraguay | $2,450–$3,000 | $9.40 | $15.00 | — | +14.7% | |||
| Rota do pool editorial. Peru | $2,450–$3,000 | $9.40 | $15.00 | — | +14.7% | |||
| Rota do pool editorial. Portugal | $3,500–$4,250 | $7.45 | $11.90 | — | +10.7% | |||
| Rota do pool editorial. Spain | $4,200–$5,150 | $7.85 | $12.55 | $6,450–$7,850 | +10.7% | |||
| Suriname | $2,450–$3,000 | $9.40 | $15.00 | — | +14.7% | |||
| Trinidad And Tobago | $7,950–$9,700 | $10.40 | $16.65 | — | +34.7% | |||
| Uruguay | $2,250–$2,750 | $11.00 | $17.55 | — | +14.9% | |||
| Venezuela | $2,450–$3,000 | $9.40 | $15.00 | — | +14.7% |
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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