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SINO Lane Tracker Edição 17

fevereiro de 2026 snapshot

Peru breaks out 41%, the Pacific Alliance follows

February delivers the back-history's first clean Andean-lane divergence. Peru adds 40.86% in a single print as Chancay reroutes finally reprice the lane; the rest of the Pacific Alliance lags at +28%, Iberia decouples down.


26 rotas 9 comentadas 8 cruzadas Publicado em 5 de fevereiro de 2026 Metodologia v1 JSON RSS Citar Solicitar cotação → Snapshot mais recente →

Momentum de clusters · média MoM marítimo 40GP

LATAM
+26.9%
7 rotas
Iberia
-12.9%
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 · fevereiro de 2026

Peru breaks out 41%, the Pacific Alliance follows

February delivers the back-history's first clean Andean-lane divergence. Peru adds 40.86% in a single print as Chancay reroutes finally reprice the lane; the rest of the Pacific Alliance lags at +28%, Iberia decouples down.

China → Peru sea 40GP rose 40.86% to USD 2,950–3,600 — the largest single-lane move on the back-history outside the June 2025 pool GRI. Chancay (Peru) deep-sea services, scheduled and then delayed through 2025, finally compounded into the print as the Chinese-built hub captured displaced Callao volumes and carriers repositioned tonnage onto the new rotation. The Andean single-block run breaks at sixteen months.

The rest of the Pacific Alliance and Ecuador firmed at a slower pace. Chile, Colombia and Ecuador each added 28.43%, Brazil +22.35% to USD 2,350–2,850, Argentina +25.61%. The cluster still moved together but Peru pulled ahead by 12 percentage points — the first time the Andean trio has diverged from a fourth Latin lane in the back-history.

Iberia decoupled down. China → Spain shed 18.13% to USD 3,150–3,850 and China → Portugal -7.75% to USD 2,950–3,600. The January LNY-prep firm reversed cleanly on Spain as intra-Asia capacity released; Portugal held better but still gave back roughly a third of the January move. Mexico firmed +14.17% to USD 3,100–3,750 — recovering its premium over the Pacific Alliance baseline.

Para observar no próximo mês

  • Peru continuation — whether Chancay-driven firm holds or normalises in March as tonnage rebalances.
  • Pacific Alliance trio — Chile, Colombia, Ecuador still moving as one block ex-Peru; next test is March.
  • Iberia mean-reversion — Spain's -18% suggests further unwind; March typically continues post-LNY release.
  • Mexico-Brazil cross — Mexico back above Pacific Alliance, Brazil holding firm; LATAM ranking reshuffles.

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

Spain

-18.1%

Algeciras / Valencia hub for Iberia + North Africa transshipment

Marítimo 40GP 12 m

Mais em iberian-gateway

Queda ↓ iberian-gateway

Portugal

-7.8%

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.

$2,065 $3,397 $4,729 $6,061 $7,392 -11m -8m -5m -2m fevereiro de 2026

    Ver tabela de dados
    Média marítimo 40GP USD em 12 meses por cluster
    Mês LATAM Iberia
    11 meses atrás $3,086 $6,050
    10 meses atrás $2,850 $4,825
    9 meses atrás $2,918 $5,200
    8 meses atrás $3,946 $7,025
    7 meses atrás $3,386 $6,663
    6 meses atrás $2,707 $5,363
    5 meses atrás $2,796 $5,138
    4 meses atrás $2,432 $3,863
    3 meses atrás $2,868 $4,275
    2 meses atrás $2,805 $3,250
    1 mês atrás $2,450 $3,913
    fevereiro de 2026 $3,100 $3,388
    • LATAM
    • Iberia
    Movimento

    Maiores variações — marítimo 40GP

    Maiores altas

    Marítimo 40GP MoM

    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
    $2,300–$2,850 $9.30 $14.50 +25.6%
    Bolivia
    $2,950–$3,600 $8.85 $14.85 +40.9%
    Rota do pool editorial. Brazil
    $2,350–$2,850 $8.95 $14.20 +22.4%
    Rota do pool editorial. Chile
    $2,950–$3,600 $8.15 $13.05 +28.4%
    Rota do pool editorial. Colombia
    $2,950–$3,600 $8.95 $14.20 +28.4%
    Costa Rica
    $2,250–$2,700 $9.15 $15.20 -17.5%
    Cuba
    $7,750–$9,450 $10.00 $16.00 +13.2%
    Dominican Republic
    $6,400–$7,800 $10.00 $16.00 -6.6%
    Rota do pool editorial. Ecuador
    $2,950–$3,600 $8.95 $14.20 +28.4%
    El Salvador
    $2,250–$2,700 $9.15 $15.20 -17.5%
    Guatemala
    $2,250–$2,700 $9.15 $15.20 -17.5%
    Guyana
    $2,950–$3,600 $8.85 $14.85 +40.9%
    Haiti
    $6,400–$7,800 $10.00 $16.00 -6.6%
    Honduras
    $2,250–$2,700 $9.15 $15.20 -17.5%
    Jamaica
    $6,400–$7,800 $10.00 $16.00 -6.6%
    Rota do pool editorial. Mexico
    $3,100–$3,750 $8.10 $15.20 +14.2%
    Nicaragua
    $2,250–$2,700 $9.15 $15.20 -17.5%
    Panama
    $2,250–$2,700 $9.15 $15.20 -17.5%
    Paraguay
    $2,850–$3,450 $8.95 $14.85 +35.5%
    Rota do pool editorial. Peru
    $2,950–$3,600 $8.85 $14.85 +40.9%
    Rota do pool editorial. Portugal
    $2,950–$3,600 $5.50 $8.85 -7.8%
    Rota do pool editorial. Spain
    $3,150–$3,850 $5.80 $9.30 $6,336–$7,744 -18.1%
    Suriname
    $2,950–$3,600 $8.85 $14.85 +40.9%
    Trinidad And Tobago
    $6,400–$7,800 $10.00 $16.00 -6.6%
    Uruguay
    $2,600–$3,200 $10.80 $17.35 +36.5%
    Venezuela
    $2,950–$3,600 $8.85 $14.85 +40.9%
    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.

    Metodologia completa

    Imprensa e dados

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