Alta ↑ LATAM
Argentina
+1.1%
Buenos Aires gateway — commodity exporter, FX-volatile demand cycles
Marítimo 40GP 12 m
SINO Lane Tracker Edição 15
dezembro de 2025 snapshot
LATAM flat, Iberia sheds another 24%, Mexico unwinds 14%
December prints the cleanest divergence of the back-history. The LATAM Pacific Alliance cluster is essentially flat, Mexico destocks 14% on tariff timing, Iberia takes another -24% leg.
26 rotas 9 comentadas 8 cruzadas Publicado em 5 de dezembro de 2025 Metodologia v1 JSON RSS Citar Solicitar cotação → Snapshot mais recente →
Momentum de clusters · média MoM marítimo 40GP
LATAM
-1.8%
7 rotas
Iberia
-24.0%
2 rotas
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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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<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 · dezembro de 2025
LATAM flat, Iberia sheds another 24%, Mexico unwinds 14%
December prints the cleanest divergence of the back-history. The LATAM Pacific Alliance cluster is essentially flat, Mexico destocks 14% on tariff timing, Iberia takes another -24% leg.
China → Spain sea 40GP shed 24.06% to USD 3,195–3,905 and China → Portugal -23.87% to USD 2,655–3,245. The Iberian gateway has now declined six of the last seven months. Algeciras transshipment volumes for the European post-Christmas window collapsed earlier than the seasonal pattern modelled — forward orders into January-February failed to land at the usual cadence.
Mexico shed 13.67% to USD 2,700–3,300, giving back roughly 40% of November's 35% rebound. The tariff frontload cycle reverses cleanly: November bookings into Manzanillo destocked in December as US Q1 inventory windows closed. The lane has now run three full firm-then-destock cycles in 2025.
The LATAM cluster was effectively flat. Chile, Colombia and Ecuador each printed 0.00%, Brazil 0.00%, Peru +0.28%, Argentina +1.05%. Fifteen months of single-block behaviour. The November +15% firm held — the Andean trade neither extended nor retraced. Carrier capacity rationalisation on the South America trade is the most plausible read on a print this tightly clustered.
Para observar no próximo mês
- Iberia floor — six of seven months negative, Spain at USD 3,500; January Lunar New Year prep should support.
- Mexico Q1 cycle — third tariff frontload in twelve months; January typically firms ahead of February policy windows.
- Pacific Alliance block — fifteen months running; year ends without a single visible Andean lane divergence.
- Brazil ag export window opens January — Santos congestion should support inbound rates into Q1.
Por SINO Shipping desk
Este mês
8 destaques do mês
Spotlights · este mês
3 altas ↑ · 3 quedas ↓ · 2 spotlights narrativos · rotação mensal
Alta ↑ LATAM
Peru
+0.3%
Chancay megaport just opened — first Chinese-built deep-sea hub on Pacific coast
Marítimo 40GP 12 m
Alta ↑ LATAM
Brazil
=
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
Marítimo 40GP 12 m
Queda ↓ iberian-gateway
Spain
-24.1%
Algeciras / Valencia hub for Iberia + North Africa transshipment
Marítimo 40GP 12 m
Mais em iberian-gateway
Queda ↓ iberian-gateway
Portugal
-23.9%
Sines deepwater port, Atlantic gateway for re-export to Africa + Americas
Marítimo 40GP 12 m
Mais em iberian-gateway
Queda ↓ LATAM
Mexico
-13.7%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Marítimo 40GP 12 m
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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 | $4,718 | $9,413 |
| 10 meses atrás | $4,154 | $7,500 |
| 9 meses atrás | $3,086 | $6,050 |
| 8 meses atrás | $2,850 | $4,825 |
| 7 meses atrás | $2,918 | $5,200 |
| 6 meses atrás | $3,946 | $7,025 |
| 5 meses atrás | $3,386 | $6,663 |
| 4 meses atrás | $2,707 | $5,363 |
| 3 meses atrás | $2,796 | $5,138 |
| 2 meses atrás | $2,432 | $3,863 |
| 1 mês atrás | $2,868 | $4,275 |
| dezembro de 2025 | $2,805 | $3,250 |
- 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
Maiores quedas
- Spain-24.1%
Algeciras / Valencia hub for Iberia + North Africa transshipment
- Portugal-23.9%
Sines deepwater port, Atlantic gateway for re-export to Africa + Americas
- Trinidad And Tobago-13.9%
- Jamaica-13.9%
- Haiti-13.9%
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 | $2,160–$2,640 | $9.20 | $14.72 | — | +1.1% | |||
| Bolivia | $2,459–$3,006 | $9.40 | $15.04 | — | +0.3% | |||
| Rota do pool editorial. Brazil | $2,250–$2,750 | $9.00 | $14.40 | — | = | |||
| Rota do pool editorial. Chile | $2,700–$3,300 | $6.80 | $10.88 | — | = | |||
| Rota do pool editorial. Colombia | $2,700–$3,300 | $9.00 | $14.40 | — | = | |||
| Costa Rica | $2,700–$3,300 | $9.50 | $15.20 | — | -13.7% | |||
| Cuba | $6,840–$8,360 | $10.00 | $16.00 | — | -13.9% | |||
| Dominican Republic | $6,840–$8,360 | $10.00 | $16.00 | — | -13.9% | |||
| Rota do pool editorial. Ecuador | $2,700–$3,300 | $9.00 | $14.40 | — | = | |||
| El Salvador | $2,700–$3,300 | $9.50 | $15.20 | — | -13.7% | |||
| Guatemala | $2,700–$3,300 | $9.50 | $15.20 | — | -13.7% | |||
| Guyana | $2,459–$3,006 | $9.40 | $15.04 | — | +0.3% | |||
| Haiti | $6,840–$8,360 | $10.00 | $16.00 | — | -13.9% | |||
| Honduras | $2,700–$3,300 | $9.50 | $15.20 | — | -13.7% | |||
| Jamaica | $6,840–$8,360 | $10.00 | $16.00 | — | -13.9% | |||
| Rota do pool editorial. Mexico | $2,700–$3,300 | $9.50 | $15.20 | — | -13.7% | |||
| Nicaragua | $2,700–$3,300 | $9.50 | $15.20 | — | -13.7% | |||
| Panama | $2,700–$3,300 | $9.50 | $15.20 | — | -13.7% | |||
| Paraguay | $2,459–$3,006 | $9.40 | $15.04 | — | +0.3% | |||
| Rota do pool editorial. Peru | $2,459–$3,006 | $9.40 | $15.04 | — | +0.3% | |||
| Rota do pool editorial. Portugal | $2,655–$3,245 | $6.90 | $11.04 | — | -23.9% | |||
| Rota do pool editorial. Spain | $3,195–$3,905 | $7.26 | $11.62 | $6,336–$7,744 | -24.1% | |||
| Suriname | $2,459–$3,006 | $9.40 | $15.04 | — | +0.3% | |||
| Trinidad And Tobago | $6,840–$8,360 | $10.00 | $16.00 | — | -13.9% | |||
| Uruguay | $2,250–$2,750 | $11.00 | $17.60 | — | = | |||
| Venezuela | $2,459–$3,006 | $9.40 | $15.04 | — | +0.3% |
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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