Alta ↑ LATAM
Mexico
+38.3%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
Marítimo 40GP 12 m
SINO Lane Tracker Edição 22
julho de 2026 snapshot
The Americas hit their inflection; the interior opens
June's surge reached LATAM in full through the Atlantic. July is the come-down carriers themselves flagged: Mexico still leads, but Brazil and Argentina decelerate hard, Iberia splits on the July surcharge, and the Mercosur interior emerges as the next leg.
História do mês
The Americas hit their inflection; the Mercosur interior opens
Ler a matéria
26 rotas 9 comentadas Publicado em 1 de julho de 2026 Metodologia v1 JSON RSS Citar Solicitar cotação → Snapshot mais recente →
Momentum de clusters · média MoM marítimo 40GP
LATAM
+10.1%
7 rotas
Iberia
+23.8%
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 · julho de 2026
The Americas hit their inflection; the interior opens
June's surge reached LATAM in full through the Atlantic. July is the come-down carriers themselves flagged: Mexico still leads, but Brazil and Argentina decelerate hard, Iberia splits on the July surcharge, and the Mercosur interior emerges as the next leg.
A equipe por trás desta análise
Ethan WuMarketing ManagerHong Kong
Found ChenStrategic Trade ExpertShenzhen
Ruby LuNorth America & Oceania Market SpecialistShenzhen
China → Mexico led again, up 38.3% to $6,968-$8,517 on structural nearshoring pull into Manzanillo. But the deep-sea Atlantic cooled sharply: Brazil and Argentina rose 16.1% to $7,263-$8,877 — a real gain, but a fraction of June's +85.3%. That deceleration is the inflection the carrier desks called out this month, with US and South American lanes softening from July after running harder than Europe in the spring. The Atlantic is still climbing; it is no longer sprinting.
Iberia split. Spain rose 34.7% to $6,255-$7,645, moving with North Europe's 1 July peak-season surcharge round rather than the LATAM cluster, while Portugal added a milder 13.0%. The more telling signal is inland: Uruguay and Paraguay both firmed 16.1% with the Atlantic, and an EAA associate reports touring Uruguay, Paraguay and Bolivia with new Mercosur-interior partners expected soon. The landlocked demand feeding through Santos and Montevideo is where the next corridor is being built. Air freight held flat across the LATAM lanes — an ocean event, not a fuel shock.
The Pacific Alliance sat still for a second month. Chile, Colombia and Ecuador printed no move — and this cycle the desk restated their raw quotes, which arrived with a 40GP priced at or below their own 20GP, back to trend pending a clean read. Peru held flat too. Chancay's ramp has yet to reprice the West Coast the way June's watch note anticipated; flat is not stable, and the Pacific Alliance remains the cluster most exposed to a catch-up move once a credible quote lands.
Para observar no próximo mês
- The Atlantic give-back: Brazil and Argentina cooled from +85% to +16%. A flat or negative August print confirms the carrier-flagged inflection has fully landed.
- The Mercosur interior — Uruguay, Paraguay, Bolivia — is the corridor to watch as new partner capacity is announced; Santos and Montevideo dwell are the constraints.
- The Pacific Alliance has held flat two months running with a bad-data cell this cycle; a clean Chile/Colombia/Ecuador quote is the first thing to re-check next month.
- Iberia moved with the July surcharge, not fundamentals — watch Spain give back if the North-Europe PSS softens.
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
Spain
+34.7%
Algeciras / Valencia hub for Iberia + North Africa transshipment
Marítimo 40GP 12 m
Mais em iberian-gateway
Alta ↑ LATAM
Brazil
+16.1%
Largest LATAM gateway — Santos congestion + China auto manufacturing investment surge
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 LATAM
Argentina
+16.1%
Buenos Aires gateway — commodity exporter, FX-volatile demand cycles
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 | $2,707 | $5,363 |
| 10 meses atrás | $2,796 | $5,138 |
| 9 meses atrás | $2,432 | $3,863 |
| 8 meses atrás | $2,868 | $4,275 |
| 7 meses atrás | $2,805 | $3,250 |
| 6 meses atrás | $2,450 | $3,913 |
| 5 meses atrás | $3,100 | $3,388 |
| 4 meses atrás | $3,648 | $3,150 |
| 3 meses atrás | $3,964 | $3,688 |
| 2 meses atrás | $3,719 | $3,200 |
| 1 mês atrás | $4,983 | $5,280 |
| julho de 2026 | $5,609 | $6,525 |
- 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
- Mexico+38.3%
Nearshoring beneficiary — Manzanillo + Lazaro Cardenas + US-Mexico trade corridor
- Costa Rica+38.3%
- El Salvador+38.3%
- Guatemala+38.3%
- Honduras+38.3%
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 | $7,263–$8,877 | $11.00 | $17.04 | — | +16.1% | |||
| Bolivia | $5,327–$6,532 | $11.00 | $18.76 | — | = | |||
| Rota do pool editorial. Brazil | $7,263–$8,877 | $10.00 | $15.83 | — | +16.1% | |||
| Rota do pool editorial. Chile | $2,835–$3,465 | $11.00 | $17.61 | — | = | |||
| Rota do pool editorial. Colombia | $2,835–$3,465 | $9.50 | $15.03 | — | = | |||
| Costa Rica | $3,199–$3,853 | $14.20 | $24.00 | — | +38.3% | |||
| Cuba | $17,149–$20,961 | $13.22 | $21.16 | — | +21.1% | |||
| Dominican Republic | $13,053–$15,897 | $13.22 | $21.16 | — | +21.1% | |||
| Rota do pool editorial. Ecuador | $2,835–$3,465 | $9.70 | $15.35 | — | = | |||
| El Salvador | $3,199–$3,853 | $14.20 | $24.00 | — | +38.3% | |||
| Guatemala | $3,199–$3,853 | $14.20 | $24.00 | — | +38.3% | |||
| Guyana | $8,078–$9,794 | $10.12 | $17.25 | — | +16.1% | |||
| Haiti | $13,053–$15,897 | $13.22 | $21.16 | — | +21.1% | |||
| Honduras | $3,199–$3,853 | $14.20 | $24.00 | — | +38.3% | |||
| Jamaica | $13,053–$15,897 | $13.22 | $21.16 | — | +21.1% | |||
| Rota do pool editorial. Mexico | $6,968–$8,517 | $10.00 | $20.26 | — | +38.3% | |||
| Nicaragua | $3,199–$3,853 | $14.20 | $24.00 | — | +38.3% | |||
| Panama | $3,199–$3,853 | $14.20 | $24.00 | — | +38.3% | |||
| Paraguay | $7,370–$8,986 | $10.27 | $17.36 | — | +16.1% | |||
| Rota do pool editorial. Peru | $5,327–$6,532 | $11.00 | $18.76 | — | = | |||
| Rota do pool editorial. Portugal | $5,490–$6,710 | $7.40 | $13.31 | — | +13.0% | |||
| Rota do pool editorial. Spain | $6,255–$7,645 | $6.00 | $10.79 | $7,470–$9,130 | +34.7% | |||
| Suriname | $8,078–$9,794 | $10.12 | $17.25 | — | +16.1% | |||
| Trinidad And Tobago | $13,053–$15,897 | $13.22 | $21.16 | — | +21.1% | |||
| Uruguay | $6,765–$8,280 | $12.53 | $20.23 | — | +16.1% | |||
| Venezuela | $8,078–$9,794 | $10.12 | $17.25 | — | +16.1% |
Metodologia
Como construímos o índice.
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 · Cobertura
Lane Tracker publishes a single-forwarder benchmark. 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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