Alta ↑ LATAM
Brazil
+85.3%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
Marítimo 40GP 12 m
SINO Lane Tracker Edição 21
junho de 2026 snapshot
The Atlantic joins the surge; the Pacific sits it out
June's broad ocean surge reaches LATAM through the Atlantic and Iberia, not the West Coast. Brazil, Argentina and the nearshoring lanes lift hard while the Pacific Alliance prints flat.
História do mês
The Atlantic joins the surge; the Pacific Alliance sits it out
Ler a matéria
26 rotas 9 comentadas 8 cruzadas Publicado em 2 de junho de 2026 Metodologia v1 JSON RSS Citar Solicitar cotação → Snapshot mais recente →
Momentum de clusters · média MoM marítimo 40GP
LATAM
+35.5%
7 rotas
Iberia
+65.3%
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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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 · junho de 2026
The Atlantic joins the surge; the Pacific sits it out
June's broad ocean surge reaches LATAM through the Atlantic and Iberia, not the West Coast. Brazil, Argentina and the nearshoring lanes lift hard while the Pacific Alliance prints flat.
China → Brazil and China → Argentina both rose 85.3% MoM to a $6,255-$7,645 range, and Mexico's nearshoring lane added 77.8% to $5,040-$6,160. The global June pulse landed on the lanes carriers most defend — the deep-sea Atlantic into Santos and the River Plate, and the trans-Pacific nearshoring route into Manzanillo, where the forward order books are structural.
Iberia moved with North Europe rather than the LATAM cluster: Portugal +74.2% ($4,860-$5,940) and Spain +56.4% ($4,644-$5,676) as the same North-Atlantic demand pulse that lifted WCI Rotterdam-New York 55% off its March low reached Algeciras, Valencia and Sines. Air freight stayed flat across the LATAM lanes — an ocean capacity-and-demand event, not a fuel shock.
The Pacific Alliance held flat. Chile, Peru, Colombia and Ecuador printed no move — the West Coast worked off its surplus capacity in May and found June with no slack to bid and no fresh pull to draw tonnage back. Flat is not stable: Chancay's first deep-sea calls begin in July, and the cluster most likely to reprice next is the one that just sat still.
Para observar no próximo mês
- Chancay (Peru) first scheduled deep-sea calls in July — the flat Pacific Alliance is the cluster most likely to reprice as Callao loses direct-call share.
- Brazil and Argentina +85.3% are the prime mean-reversion candidates if the broad demand pulse fades; Santos dwell and the São Paulo auto book are the floor under any give-back.
- Iberia lifted with North Europe — watch whether the demand pulse holds into the summer import cycle or unwinds as it did post-Easter in May.
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
+85.3%
Buenos Aires gateway — commodity exporter, FX-volatile demand cycles
Marítimo 40GP 12 m
Alta ↑ LATAM
Mexico
+77.8%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Marítimo 40GP 12 m
Queda ↓ LATAM
Chile
=
Copper exporter / lithium triangle gateway via Valparaiso
Marítimo 40GP 12 m
Queda ↓ LATAM
Peru
=
Chancay megaport just opened — first Chinese-built deep-sea hub on Pacific coast
Marítimo 40GP 12 m
Queda ↓ LATAM
Colombia
=
Buenaventura main gateway, Caribbean access via Cartagena
Marítimo 40GP 12 m
Narrativa LATAM
Ecuador
=
Banana exporter, USD-economy, Guayaquil dredging
Marítimo 40GP 12 m
Narrativa iberian-gateway
Spain
+56.4%
Algeciras / Valencia hub for Iberia + North Africa transshipment
Marítimo 40GP 12 m
Mais em iberian-gateway
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 | $3,386 | $6,663 |
| 10 meses atrás | $2,707 | $5,363 |
| 9 meses atrás | $2,796 | $5,138 |
| 8 meses atrás | $2,432 | $3,863 |
| 7 meses atrás | $2,868 | $4,275 |
| 6 meses atrás | $2,805 | $3,250 |
| 5 meses atrás | $2,450 | $3,913 |
| 4 meses atrás | $3,100 | $3,388 |
| 3 meses atrás | $3,648 | $3,150 |
| 2 meses atrás | $3,964 | $3,688 |
| 1 mês atrás | $3,719 | $3,200 |
| junho de 2026 | $4,983 | $5,280 |
- 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
- Argentina+85.3%
Buenos Aires gateway — commodity exporter, FX-volatile demand cycles
- Brazil+85.3%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
- Mexico+77.8%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
- Portugal+74.2%
Sines deepwater port, Atlantic gateway for re-export to Africa + Americas
- Cuba+60.0%
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 | $6,255–$7,645 | $10.50 | $16.27 | — | +85.3% | |||
| Bolivia | $5,327–$6,532 | $11.00 | $18.76 | — | = | |||
| Rota do pool editorial. Brazil | $6,255–$7,645 | $10.00 | $15.83 | — | +85.3% | |||
| Rota do pool editorial. Chile | $2,835–$3,465 | $10.40 | $16.65 | — | = | |||
| Rota do pool editorial. Colombia | $2,835–$3,465 | $9.50 | $15.03 | — | = | |||
| Costa Rica | $2,314–$2,787 | $14.20 | $24.00 | — | +28.0% | |||
| Cuba | $14,165–$17,314 | $13.22 | $21.16 | — | +60.0% | |||
| Dominican Republic | $10,782–$13,131 | $13.22 | $21.16 | — | +60.0% | |||
| Rota do pool editorial. Ecuador | $2,835–$3,465 | $10.20 | $16.14 | — | = | |||
| El Salvador | $2,314–$2,787 | $14.20 | $24.00 | — | +28.0% | |||
| Guatemala | $2,314–$2,787 | $14.20 | $24.00 | — | +28.0% | |||
| Guyana | $6,957–$8,435 | $9.66 | $16.47 | — | +60.0% | |||
| Haiti | $10,782–$13,131 | $13.22 | $21.16 | — | +60.0% | |||
| Honduras | $2,314–$2,787 | $14.20 | $24.00 | — | +28.0% | |||
| Jamaica | $10,782–$13,131 | $13.22 | $21.16 | — | +60.0% | |||
| Rota do pool editorial. Mexico | $5,040–$6,160 | $8.80 | $17.83 | — | +77.8% | |||
| Nicaragua | $2,314–$2,787 | $14.20 | $24.00 | — | +28.0% | |||
| Panama | $2,314–$2,787 | $14.20 | $24.00 | — | +28.0% | |||
| Paraguay | $6,347–$7,739 | $9.80 | $16.57 | — | +60.0% | |||
| Rota do pool editorial. Peru | $5,327–$6,532 | $11.00 | $18.76 | — | = | |||
| Rota do pool editorial. Portugal | $4,860–$5,940 | $7.40 | $13.31 | — | +74.2% | |||
| Rota do pool editorial. Spain | $4,644–$5,676 | $7.36 | $13.24 | $7,470–$9,130 | +56.4% | |||
| Suriname | $6,957–$8,435 | $9.66 | $16.47 | — | +60.0% | |||
| Trinidad And Tobago | $10,782–$13,131 | $13.22 | $21.16 | — | +60.0% | |||
| Uruguay | $5,826–$7,131 | $11.96 | $19.31 | — | +60.0% | |||
| Venezuela | $6,957–$8,435 | $9.66 | $16.47 | — | +60.0% |
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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