Alta ↑ LATAM
Brazil
+8.7%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
Marítimo 40GP 12 m
SINO Lane Tracker Edição 20
maio de 2026 snapshot
Pacific Alliance cools, Brazil holds the line
May is the first snapshot where the post-Lunar New Year capacity build on the South America trade unwound cleanly into rate compression. Santos is the only port still bid.
História do mês
Pacific Alliance unwinds, Brazil holds the line
Ler a matéria
26 rotas 9 comentadas 8 cruzadas Publicado em 5 de maio de 2026 Metodologia v1 JSON RSS Citar Solicitar cotação → Snapshot mais recente →
Momentum de clusters · média MoM marítimo 40GP
LATAM
-5.9%
7 rotas
Iberia
-12.5%
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 · maio de 2026
Pacific Alliance cools, Brazil holds the line
May is the first snapshot where the post-Lunar New Year capacity build on the South America trade unwound cleanly into rate compression. Santos is the only port still bid.
China → Brazil sea 40GP rose 8.7% month-over-month, the single upward move in the LATAM pool. Santos congestion and a sustained order book out of the Chinese auto and EV majors investing in São Paulo state kept the lane bid through what is otherwise a soft month for the cluster.
The Pacific Alliance lanes cooled in a cluster. Mexico, Chile, Peru and Colombia each shed roughly 7.35% on sea 40GP as carriers retired the surplus tonnage that had stayed deployed on the trade since the Lunar New Year peak. Ecuador went further — down 20.25% — as the Guayaquil banana export window thinned and feeder demand softened with it.
Iberia tracked the same direction with the same mechanics. Spain shed 19.03% and Portugal 6.06% as the post-Easter European import peak unwound and Algeciras transshipment volumes normalised. The two stories — Pacific Alliance and Iberia — are the same story told twice: capacity that overshot demand is now mean-reverting on schedule.
Para observar no próximo mês
- Chancay (Peru) first scheduled deep-sea calls in July — expect the Pacific Alliance cluster to reprice as Callao loses share.
- Brazil agribusiness export season opens in June; Santos congestion will compound on the inbound side if berth dwell times do not normalise.
- Iberian summer import cycle — Spain and Portugal should find a floor in late June as forward orders for the back-to-school window land.
- Ecuador banana season trough through late June; watch Guayaquil reefer slot pricing for the inflection.
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
=
Buenos Aires gateway — commodity exporter, FX-volatile demand cycles
Marítimo 40GP 12 m
Alta ↑ iberian-gateway
Portugal
-6.1%
Sines deepwater port, Atlantic gateway for re-export to Africa + Americas
Marítimo 40GP 12 m
Mais em iberian-gateway
Queda ↓ LATAM
Ecuador
-20.3%
Banana exporter, USD-economy, Guayaquil dredging
Marítimo 40GP 12 m
Queda ↓ iberian-gateway
Spain
-19.0%
Algeciras / Valencia hub for Iberia + North Africa transshipment
Marítimo 40GP 12 m
Mais em iberian-gateway
Queda ↓ LATAM
Mexico
-7.3%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Marítimo 40GP 12 m
Narrativa LATAM
Chile
-7.3%
Copper exporter / lithium triangle gateway via Valparaiso
Marítimo 40GP 12 m
Narrativa LATAM
Peru
-7.3%
Chancay megaport just opened — first Chinese-built deep-sea hub on Pacific coast
Marítimo 40GP 12 m
Trecho de incorporação
Incorporar spotlight esta rota
Livre para uso sob CC BY 4.0. Atribuição incluída no trecho.
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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 | $3,946 | $7,025 |
| 10 meses atrás | $3,386 | $6,663 |
| 9 meses atrás | $2,707 | $5,363 |
| 8 meses atrás | $2,796 | $5,138 |
| 7 meses atrás | $2,432 | $3,863 |
| 6 meses atrás | $2,868 | $4,275 |
| 5 meses atrás | $2,805 | $3,250 |
| 4 meses atrás | $2,450 | $3,913 |
| 3 meses atrás | $3,100 | $3,388 |
| 2 meses atrás | $3,648 | $3,150 |
| 1 mês atrás | $3,964 | $3,688 |
| maio de 2026 | $3,719 | $3,200 |
- 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
- Brazil+8.7%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
- Cuba+8.7%
- Dominican Republic+8.7%
- Guyana+8.7%
- Haiti+8.7%
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 | $3,375–$4,125 | $11.05 | $17.12 | — | = | |||
| Bolivia | $5,327–$6,532 | $11.44 | $19.51 | — | -7.3% | |||
| Rota do pool editorial. Brazil | $3,375–$4,125 | $10.15 | $16.07 | — | +8.7% | |||
| Rota do pool editorial. Chile | $2,835–$3,465 | $10.82 | $17.32 | — | -7.3% | |||
| Rota do pool editorial. Colombia | $2,835–$3,465 | $10.69 | $16.91 | — | -7.3% | |||
| Costa Rica | $1,807–$2,177 | $14.68 | $24.81 | — | -7.3% | |||
| Cuba | $8,853–$10,821 | $13.42 | $21.48 | — | +8.7% | |||
| Dominican Republic | $6,739–$8,207 | $13.42 | $21.48 | — | +8.7% | |||
| Rota do pool editorial. Ecuador | $2,835–$3,465 | $10.57 | $16.73 | — | -20.3% | |||
| El Salvador | $1,807–$2,177 | $14.68 | $24.81 | — | -7.3% | |||
| Guatemala | $1,807–$2,177 | $14.68 | $24.81 | — | -7.3% | |||
| Guyana | $4,348–$5,272 | $9.80 | $16.71 | — | +8.7% | |||
| Haiti | $6,739–$8,207 | $13.42 | $21.48 | — | +8.7% | |||
| Honduras | $1,807–$2,177 | $14.68 | $24.81 | — | -7.3% | |||
| Jamaica | $6,739–$8,207 | $13.42 | $21.48 | — | +8.7% | |||
| Rota do pool editorial. Mexico | $2,835–$3,465 | $8.06 | $16.33 | — | -7.3% | |||
| Nicaragua | $1,807–$2,177 | $14.68 | $24.81 | — | -7.3% | |||
| Panama | $1,807–$2,177 | $14.68 | $24.81 | — | -7.3% | |||
| Paraguay | $3,967–$4,837 | $9.95 | $16.82 | — | +8.7% | |||
| Rota do pool editorial. Peru | $5,327–$6,532 | $11.44 | $19.51 | — | -7.3% | |||
| Rota do pool editorial. Portugal | $2,790–$3,410 | $6.12 | $11.01 | — | -6.1% | |||
| Rota do pool editorial. Spain | $2,970–$3,630 | $6.42 | $11.55 | $7,470–$9,130 | -19.0% | |||
| Suriname | $4,348–$5,272 | $9.80 | $16.71 | — | +8.7% | |||
| Trinidad And Tobago | $6,739–$8,207 | $13.42 | $21.48 | — | +8.7% | |||
| Uruguay | $3,641–$4,457 | $12.14 | $19.60 | — | +8.7% | |||
| Venezuela | $4,348–$5,272 | $9.80 | $16.71 | — | +8.7% |
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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