Alta ↑ iberian-gateway
Spain
+20.4%
Algeciras / Valencia hub for Iberia + North Africa transshipment
Marítimo 40GP 12 m
Mais em iberian-gateway
SINO Lane Tracker Edição 16
janeiro de 2026 snapshot
Iberia jumps 20%, LATAM unwinds for LNY
January flips the December split. Iberia adds 20% as Lunar New Year prep firms the Cape routing, LATAM sheds 15% on the standard pre-LNY destocking, Mexico is flat.
26 rotas 9 comentadas 8 cruzadas Publicado em 5 de janeiro de 2026 Metodologia v1 JSON RSS Citar Solicitar cotação → Snapshot mais recente →
Momentum de clusters · média MoM marítimo 40GP
LATAM
-12.8%
7 rotas
Iberia
+20.4%
2 rotas
Trecho de incorporação
Cole este iframe no seu artigo
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.
—
—
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/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 · janeiro de 2026
Iberia jumps 20%, LATAM unwinds for LNY
January flips the December split. Iberia adds 20% as Lunar New Year prep firms the Cape routing, LATAM sheds 15% on the standard pre-LNY destocking, Mexico is flat.
China → Spain sea 40GP rose 20.42% to USD 3,850–4,700 and China → Portugal +20.34% to USD 3,200–3,900. The Iberian gateway prints its first up-month since November and the largest two-lane move since June. Algeciras transshipment volumes firmed as Lunar New Year prep tightened tonnage availability on Cape of Good Hope routings — the seasonal pattern that ran through December 2024 repeats on schedule.
The LATAM cluster shed in tight bands. Pacific Alliance lanes — Chile, Colombia, Ecuador — each printed -15.00%, Brazil -15.00% to USD 1,900–2,350, Peru -14.91%, Argentina -14.58%. Sixteen months of single-block behaviour. The Lunar New Year unwind on the China → South America trade ran on the same template as February 2025 — pre-LNY tonnage building looser, forward bookings thinning.
Mexico printed exactly flat at 0.00%. The lane neither participated in the LATAM destocking nor caught the Iberian firm. Manzanillo demand held at the November-December baseline as US Q1 tariff frontloading offset the seasonal LNY pattern that pulled the rest of LATAM down. The decoupling that started in mid-2025 holds.
Para observar no próximo mês
- Iberia February continuation — LNY-prep firm typically reverses on intra-Asia capacity release.
- Mexico Q1 cycle — fourth flat-to-firm print signals structural tariff floor; February policy window is the test.
- Pacific Alliance block — sixteen months; Chancay first deep-sea services scheduled later this year.
- Brazil Lunar New Year unwind continuation — February typically extends the destocking before the Q2 rebuild.
Por SINO Shipping desk
Este mês
8 destaques do mês
Spotlights · este mês
3 altas ↑ · 3 quedas ↓ · 2 spotlights narrativos · rotação mensal
Alta ↑ iberian-gateway
Portugal
+20.3%
Sines deepwater port, Atlantic gateway for re-export to Africa + Americas
Marítimo 40GP 12 m
Mais em iberian-gateway
Alta ↑ LATAM
Mexico
=
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Marítimo 40GP 12 m
Queda ↓ LATAM
Brazil
-15.0%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
Marítimo 40GP 12 m
Queda ↓ LATAM
Chile
-15.0%
Copper exporter / lithium triangle gateway via Valparaiso
Marítimo 40GP 12 m
Queda ↓ LATAM
Colombia
-15.0%
Buenaventura main gateway, Caribbean access via Cartagena
Marítimo 40GP 12 m
Narrativa LATAM
Peru
-14.9%
Chancay megaport just opened — first Chinese-built deep-sea hub on Pacific coast
Marítimo 40GP 12 m
Narrativa LATAM
Ecuador
-15.0%
Banana exporter, USD-economy, Guayaquil dredging
Marítimo 40GP 12 m
Trecho de incorporação
Incorporar spotlight esta rota
Livre para uso sob CC BY 4.0. Atribuição incluída no trecho.
—
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 | $4,154 | $7,500 |
| 10 meses atrás | $3,086 | $6,050 |
| 9 meses atrás | $2,850 | $4,825 |
| 8 meses atrás | $2,918 | $5,200 |
| 7 meses atrás | $3,946 | $7,025 |
| 6 meses atrás | $3,386 | $6,663 |
| 5 meses atrás | $2,707 | $5,363 |
| 4 meses atrás | $2,796 | $5,138 |
| 3 meses atrás | $2,432 | $3,863 |
| 2 meses atrás | $2,868 | $4,275 |
| 1 mês atrás | $2,805 | $3,250 |
| janeiro de 2026 | $2,450 | $3,913 |
- 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
- Uruguay-15.0%
- Ecuador-15.0%
Banana exporter, USD-economy, Guayaquil dredging
- Colombia-15.0%
Buenaventura main gateway, Caribbean access via Cartagena
- Chile-15.0%
Copper exporter / lithium triangle gateway via Valparaiso
- Brazil-15.0%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
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 | $1,850–$2,250 | $8.80 | $14.05 | — | -14.6% | |||
| Bolivia | $2,100–$2,550 | $9.00 | $14.35 | — | -14.9% | |||
| Rota do pool editorial. Brazil | $1,900–$2,350 | $8.60 | $13.75 | — | -15.0% | |||
| Rota do pool editorial. Chile | $2,300–$2,800 | $6.50 | $10.40 | — | -15.0% | |||
| Rota do pool editorial. Colombia | $2,300–$2,800 | $8.60 | $13.75 | — | -15.0% | |||
| Costa Rica | $2,700–$3,300 | $9.50 | $15.20 | — | = | |||
| Cuba | $6,850–$8,350 | $10.00 | $16.00 | — | = | |||
| Dominican Republic | $6,850–$8,350 | $10.00 | $16.00 | — | = | |||
| Rota do pool editorial. Ecuador | $2,300–$2,800 | $8.60 | $13.75 | — | -15.0% | |||
| El Salvador | $2,700–$3,300 | $9.50 | $15.20 | — | = | |||
| Guatemala | $2,700–$3,300 | $9.50 | $15.20 | — | = | |||
| Guyana | $2,100–$2,550 | $9.00 | $14.35 | — | -14.9% | |||
| Haiti | $6,850–$8,350 | $10.00 | $16.00 | — | = | |||
| Honduras | $2,700–$3,300 | $9.50 | $15.20 | — | = | |||
| Jamaica | $6,850–$8,350 | $10.00 | $16.00 | — | = | |||
| Rota do pool editorial. Mexico | $2,700–$3,300 | $9.50 | $15.20 | — | = | |||
| Nicaragua | $2,700–$3,300 | $9.50 | $15.20 | — | = | |||
| Panama | $2,700–$3,300 | $9.50 | $15.20 | — | = | |||
| Paraguay | $2,100–$2,550 | $9.00 | $14.35 | — | -14.9% | |||
| Rota do pool editorial. Peru | $2,100–$2,550 | $9.00 | $14.35 | — | -14.9% | |||
| Rota do pool editorial. Portugal | $3,200–$3,900 | $7.30 | $11.70 | — | +20.3% | |||
| Rota do pool editorial. Spain | $3,850–$4,700 | $7.70 | $12.30 | $6,336–$7,744 | +20.4% | |||
| Suriname | $2,100–$2,550 | $9.00 | $14.35 | — | -14.9% | |||
| Trinidad And Tobago | $6,850–$8,350 | $10.00 | $16.00 | — | = | |||
| Uruguay | $1,900–$2,350 | $10.50 | $16.80 | — | -15.0% | |||
| Venezuela | $2,100–$2,550 | $9.00 | $14.35 | — | -14.9% |
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
Citando este arquivo, ou procurando o analista por trás?
Arquivo