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SINO Lane Tracker Problem 15

December 2025 øjebliksbillede

Post-peak unwind hits every cluster

The Q4 frontloading capacity that defined autumn is gone. Every secondary cluster we track printed negative this month.


196 ruter 22 fortalt Udgivet December 5, 2025 Metodologi v1 JSON RSS Cite Få et tilbud → Seneste øjebliksbillede →

Klyngemomentum · sø 40GP gennemsnit MoM

Middle Corridor
-11.3%
5 ruter
East Africa
-13.2%
5 ruter
MENA
-17.7%
4 ruter
LATAM
-2.7%
5 ruter
SE Asia
-3.9%
3 ruter

Atlas · sø 40GP MoM

The 194 ruter, på kortet

Hver prik er et destinationsland. Farven viser denne måneds MoM Δ på sø 40GP. Større prikker markerer de 22 ruter vi overvåger og beskriver hver måned. Klik på en prik for fulde priser og trends.

  • Op > +5% MoM
  • Neutral ±5%
  • Ned < −5% MoM
  • Ingen data
  • Beskrevet rute

194 prikker, der repræsenterer destinationslande, er vist på kortet. Farven viser ændringen måned for måned. Brug datatabellen længere nede på siden til tastaturnavigation.

Redaktørens note · December 2025

Post-peak unwind hits every cluster

The Q4 frontloading capacity that defined autumn is gone. Every secondary cluster we track printed negative this month.

Skrivebordet bag denne måneds læsning

  • Ethan WuEthan WuMarketing Manager hos SINO ShippingHong Kong
  • Found ChenFound ChenStrategic Trade Expert hos SINO ShippingShenzhen
  • Ruby LuRuby LuNorth America & Oceania Market Specialist hos SINO ShippingShenzhen

China → Turkey sea 40GP fell 23.9% MoM, the deepest single-country move of the snapshot. MENA secondary ports as a group lost 17.7%, with Saudi Arabia, Oman and Jordan all double-digit down as carriers unwound the extra strings that had been deployed for Q4 retail restock.

Middle Corridor sea legs followed the same pattern — Georgia and Azerbaijan both off 23.6% — as the trans-Caspian routings that had carried Russia-bypass volumes through autumn re-priced toward a calmer baseline. KZ/UZ/KG rail tariffs held flat, the usual stabiliser when sea variance widens.

Red Sea / East Africa shed 13.2% on average and even Egypt, the Suez gateway most exposed to the rerouting premium, gave back 20%. LATAM nearshoring was the only cluster near flat — Peru +0.3%, the rest pinned at zero — a reminder that the West Coast trade runs on its own calendar, not the East Asia peak cycle.

Følg næste måned

  • Pre-Lunar New Year frontloading window (factories close mid-February) — expect a January–early-February bid on China-origin space.
  • MENA secondary port floors: at -17.7% cluster average, any further give would signal carriers conceding the autumn premium entirely.
  • Red Sea security headlines into year-end — a sustained de-escalation would extend the East Africa unwind into Q1.

By SINO Shipping desk

Denne måned

8 udvalgte spotlights

Spotlights · denne måned

3 største stigninger ↑ · 3 største fald ↓ · 2 narrative spotlights · roterer månedligt

12-måneders trend · sø 40GP gennemsnit

Hvordan hver klynge har bevæget sig, sø 40GP gennemsnit

Én linje per redaktionel klynge. Hold musen over grafen for månedlige værdier. Brug dette til at spotte de strukturelle skift bag månedens fokusområder.

$537 $2,111 $3,685 $5,260 $6,834 -11m -8m -5m -2m December 2025

    Vis datatabel
    12-måneders sø 40GP gennemsnit USD per klynge
    Måned Middle Corridor East Africa MENA LATAM SE Asia
    11 måneder siden $5,495 $5,120 $6,400 $4,870 $1,246
    10 måneder siden $4,655 $4,330 $5,288 $4,295 $1,133
    9 måneder siden $4,085 $3,720 $4,431 $3,155 $1,038
    8 måneder siden $3,620 $3,205 $3,706 $2,910 $1,038
    7 måneder siden $3,775 $3,355 $3,906 $2,965 $1,038
    6 måneder siden $4,455 $4,215 $5,075 $4,010 $1,171
    5 måneder siden $4,365 $3,975 $4,794 $3,465 $1,083
    4 måneder siden $3,895 $3,430 $4,025 $2,730 $1,038
    3 måneder siden $3,755 $3,340 $3,900 $2,835 $1,017
    2 måneder siden $3,260 $2,800 $3,150 $2,465 $971
    1 måned siden $3,435 $2,975 $3,369 $2,940 $1,038
    December 2025 $3,016 $2,539 $2,773 $2,847 $998
    • Middle Corridor
    • East Africa
    • MENA
    • LATAM
    • SE Asia
    Bevægelse

    Topbevægelser — sø 40GP

    Største stigninger

    Sea 40GP MoM

    Største fald

    Sea 40GP MoM
    Dækning

    Alle 196 Kina-oprindelsesruter

    markerer 22 spotlight-pool ruter.

    ← rul for at se alle kolonner →

    Sammenlign 12-mo Udvid række
    Afghanistan
    $1,102–$1,347 $4.90 $7.84 -10.9%
    Albanien
    $2,970–$3,630 $7.00 $11.20 -23.7%
    Algeriet
    $6,030–$7,370 $6.80 $10.88 -20.0%
    Andorra
    $2,205–$2,695 $6.30 $10.08 -24.0%
    Angola
    $2,334–$2,853 $7.20 $11.52 -13.6%
    Antigua og Barbuda
    $6,840–$8,360 $10.00 $16.00 -13.9%
    Argentina
    $2,160–$2,640 $9.20 $14.72 +1.1%
    Armenien
    $2,629–$3,214 $6.40 $10.24 -23.6%
    Spotlight poolspor. Aserbajdsjan
    $2,629–$3,214 $6.40 $10.24 -23.6%
    Australien
    $2,295–$2,805 $3.80 $6.08 -5.6%
    Bahamas
    $6,840–$8,360 $10.00 $16.00 -13.9%
    Bahrain
    $2,629–$3,214 $6.40 $10.24 -15.3%
    Bangladesh
    $1,080–$1,320 $4.50 $7.20 -11.1%
    Barbados
    $6,840–$8,360 $10.00 $16.00 -13.9%
    Belarus
    $2,250–$2,750 $7.50 $12.00 $4,608–$5,632 -23.7%
    Belgien
    $2,205–$2,695 $6.75 $10.80 $5,875–$7,180 -24.0%
    Belize
    $2,700–$3,300 $9.50 $15.20 -13.7%
    Benin
    $2,841–$3,472 $8.70 $13.92 -13.5%
    Bhutan
    $1,102–$1,347 $4.90 $7.84 -10.9%
    Bolivia
    $2,459–$3,006 $9.40 $15.04 +0.3%
    Bosnien-Hercegovina
    $2,970–$3,630 $7.00 $11.20 -23.7%
    Botswana
    $2,334–$2,853 $7.20 $11.52 -13.6%
    Spotlight poolspor. Brasilien
    $2,250–$2,750 $9.00 $14.40 =
    Brunei
    $974–$1,191 $1.80 $3.25 -3.8%
    Bulgarien
    $2,250–$2,750 $7.50 $12.00 $6,623–$8,095 -23.7%
    Burkina Faso
    $2,841–$3,472 $8.70 $13.92 -13.5%
    Burundi
    $2,771–$3,386 $6.80 $10.88 -10.8%
    Spotlight poolspor. Cambodja
    $974–$1,191 $1.80 $3.25 -3.8%
    Cameroun
    $2,841–$3,472 $8.70 $13.92 -13.5%
    Canada
    $4,140–$5,060 $5.70 $9.12 -14.0%
    Chile
    $2,700–$3,300 $6.80 $10.88 =
    Spotlight poolspor. Colombia
    $2,700–$3,300 $9.00 $14.40 =
    Comorerne
    $2,334–$2,853 $7.20 $11.52 -11.3%
    Congo-Brazzaville
    $3,422–$4,183 $8.60 $13.76 -13.6%
    Congo-Kinshasa
    $4,005–$4,895 $8.50 $13.60 -13.6%
    Costa Rica
    $2,700–$3,300 $9.50 $15.20 -13.7%
    Cuba
    $6,840–$8,360 $10.00 $16.00 -13.9%
    Cypern
    $2,970–$3,630 $7.00 $11.20 -23.7%
    Danmark
    $2,340–$2,860 $6.80 $10.88 $6,048–$7,392 -24.1%
    De Forenede Arabiske Emirater
    $2,790–$3,410 $6.10 $9.76 -15.7%
    Den Centralafrikanske Republik
    $3,422–$4,183 $8.60 $13.76 -13.6%
    Den Dominikanske Republik
    $6,840–$8,360 $10.00 $16.00 -13.9%
    Spotlight poolspor. Djibouti
    $1,710–$2,090 $5.50 $8.80 -11.6%
    Dominica
    $6,840–$8,360 $10.00 $16.00 -13.9%
    Spotlight poolspor. Ecuador
    $2,700–$3,300 $9.00 $14.40 =
    Spotlight poolspor. Egypten
    $3,960–$4,840 $6.30 $10.08 -20.0%
    El Salvador
    $2,700–$3,300 $9.50 $15.20 -13.7%
    Elfenbenskysten
    $2,745–$3,355 $9.20 $14.72 -14.1%
    Eritrea
    $1,710–$2,090 $5.50 $8.80 -11.6%
    Estland
    $2,587–$3,162 $6.80 $10.88 -23.9%
    Eswatini
    $2,334–$2,853 $7.20 $11.52 -13.6%
    Etiopien
    $1,710–$2,090 $5.50 $8.80 -11.6%
    Fiji
    $2,250–$2,750 $4.00 $6.40 -5.7%
    Spotlight poolspor. Filippinerne
    $745–$910 $1.30 $2.35 -4.1%
    Finland
    $2,587–$3,162 $6.80 $10.88 $6,336–$7,744 -23.9%
    Frankrig
    $2,205–$2,695 $6.95 $11.12 $6,048–$7,392 -24.0%
    Gabon
    $3,422–$4,183 $8.60 $13.76 -13.6%
    Gambia
    $2,841–$3,472 $8.70 $13.92 -13.5%
    Spotlight poolspor. Georgien
    $2,629–$3,214 $6.40 $10.24 -23.6%
    Ghana
    $2,430–$2,970 $8.56 $13.70 -13.6%
    Grenada
    $6,840–$8,360 $10.00 $16.00 -13.9%
    Grækenland
    $2,970–$3,630 $7.00 $11.20 -23.7%
    Guatemala
    $2,700–$3,300 $9.50 $15.20 -13.7%
    Guinea
    $2,841–$3,472 $8.70 $13.92 -13.5%
    Guinea-Bissau
    $2,841–$3,472 $8.70 $13.92 -13.5%
    Guyana
    $2,459–$3,006 $9.40 $15.04 +0.3%
    Haiti
    $6,840–$8,360 $10.00 $16.00 -13.9%
    Honduras
    $2,700–$3,300 $9.50 $15.20 -13.7%
    Indien
    $1,050–$1,285 $4.50 $7.20 -11.9%
    Indonesien
    $1,225–$1,500 $2.30 $3.68 -4.4%
    Irak
    $2,629–$3,214 $6.40 $10.24 -15.3%
    Iran
    $2,771–$3,386 $6.80 $10.88 -15.7%
    Irland
    $2,340–$2,860 $7.20 $11.52 -24.1%
    Island
    $2,587–$3,162 $6.80 $10.88 -23.9%
    Israel
    $3,006–$3,674 $7.00 $11.20 -15.4%
    Italien
    $3,060–$3,740 $6.70 $10.72 $6,336–$7,744 -23.6%
    Jamaica
    $6,840–$8,360 $10.00 $16.00 -13.9%
    Japan
    $540–$660 $2.80 $4.75 -2.0%
    Spotlight poolspor. Jordan
    $2,629–$3,214 $6.40 $10.24 -15.3%
    Kap Verde
    $2,771–$3,386 $6.80 $10.88 -13.3%
    Spotlight poolspor. Kasakhstan
    $2,771–$3,386 $6.80 $10.88 $4,031–$4,928 -3.0%
    Spotlight poolspor. Kenya
    $1,710–$2,090 $5.50 $8.80 -11.6%
    Kina
    $2,771–$3,386 $6.80 $10.88 -3.0%
    Spotlight poolspor. Kirgisistan
    $2,771–$3,386 $6.80 $10.88 $4,320–$5,280 -3.0%
    Kiribati
    $2,250–$2,750 $4.00 $6.40 -5.7%
    Kroatien
    $2,970–$3,630 $7.00 $11.20 -23.7%
    Kuwait
    $2,629–$3,214 $6.40 $10.24 -15.3%
    Laos
    $974–$1,191 $1.80 $3.25 -3.8%
    Lesotho
    $2,334–$2,853 $7.20 $11.52 -13.6%
    Letland
    $2,587–$3,162 $6.80 $10.88 -23.9%
    Libanon
    $2,629–$3,214 $6.40 $10.24 -15.3%
    Liberia
    $2,841–$3,472 $8.70 $13.92 -13.5%
    Libyen
    $4,995–$6,105 $6.30 $10.08 -20.1%
    Liechtenstein
    $2,205–$2,695 $6.30 $10.08 -24.0%
    Litauen
    $2,587–$3,162 $6.80 $10.88 -23.9%
    Luxembourg
    $2,205–$2,695 $6.30 $10.08 -24.0%
    Madagaskar
    $2,334–$2,853 $7.20 $11.52 -11.3%
    Malawi
    $2,334–$2,853 $7.20 $11.52 -11.3%
    Malaysia
    $1,062–$1,298 $3.00 $4.80 -3.7%
    Maldiverne
    $1,102–$1,347 $4.90 $7.84 -10.9%
    Mali
    $2,841–$3,472 $8.70 $13.92 -13.5%
    Malta
    $2,970–$3,630 $7.00 $11.20 -23.7%
    Marokko
    $4,995–$6,105 $6.30 $10.08 -20.1%
    Marshalløerne
    $2,250–$2,750 $4.00 $6.40 -5.7%
    Mauretanien
    $2,841–$3,472 $8.70 $13.92 -13.5%
    Mauritius
    $2,334–$2,853 $7.20 $11.52 -11.3%
    Spotlight poolspor. Mexico
    $2,700–$3,300 $9.50 $15.20 -13.7%
    Mikronesien
    $2,250–$2,750 $4.00 $6.40 -5.7%
    Moldova
    $2,250–$2,750 $7.50 $12.00 -23.7%
    Monaco
    $2,205–$2,695 $6.30 $10.08 -24.0%
    Mongoliet
    $2,771–$3,386 $6.80 $10.88 $5,184–$6,336 -3.0%
    Montenegro
    $2,970–$3,630 $7.00 $11.20 -23.7%
    Spotlight poolspor. Mozambique
    $2,334–$2,853 $7.20 $11.52 -11.3%
    Spotlight poolspor. Myanmar (Burma)
    $974–$1,191 $1.80 $3.25 -3.8%
    Namibia
    $2,334–$2,853 $7.20 $11.52 -13.6%
    Nauru
    $2,250–$2,750 $4.00 $6.40 -5.7%
    Nederlandene
    $2,205–$2,695 $6.90 $11.04 $5,875–$7,180 -24.0%
    Nepal
    $1,102–$1,347 $4.90 $7.84 -10.9%
    New Zealand
    $2,205–$2,695 $4.20 $6.72 -5.8%
    Nicaragua
    $2,700–$3,300 $9.50 $15.20 -13.7%
    Niger
    $2,841–$3,472 $8.70 $13.92 -13.5%
    Nigeria
    $3,456–$4,224 $7.20 $11.52 -13.7%
    Nordkorea
    $540–$660 $1.30 $2.35 -2.0%
    Nordmakedonien
    $2,970–$3,630 $7.00 $11.20 -23.7%
    Norge
    $2,835–$3,465 $6.90 $11.04 $6,623–$8,095 -24.1%
    Spotlight poolspor. Oman
    $2,629–$3,214 $6.40 $10.24 -15.3%
    Pakistan
    $1,350–$1,650 $5.00 $8.00 -10.4%
    Palau
    $2,250–$2,750 $4.00 $6.40 -5.7%
    Panama
    $2,700–$3,300 $9.50 $15.20 -13.7%
    Papua Ny Guinea
    $2,250–$2,750 $4.00 $6.40 -5.7%
    Paraguay
    $2,459–$3,006 $9.40 $15.04 +0.3%
    Spotlight poolspor. Peru
    $2,459–$3,006 $9.40 $15.04 +0.3%
    Polen
    $2,250–$2,750 $7.50 $12.00 $5,760–$7,040 -23.7%
    Portugal
    $2,655–$3,245 $6.90 $11.04 -23.9%
    Qatar
    $2,629–$3,214 $6.40 $10.24 -15.3%
    Rumænien
    $2,250–$2,750 $7.50 $12.00 $6,336–$7,744 -23.7%
    Rusland
    $2,771–$3,386 $6.80 $10.88 $4,608–$5,632 -3.0%
    Rwanda
    $7,740–$9,460 $7.00 $11.20 -11.1%
    Saint Kitts og Nevis
    $6,840–$8,360 $10.00 $16.00 -13.9%
    Saint Lucia
    $6,840–$8,360 $10.00 $16.00 -13.9%
    Saint Vincent og Grenadinerne
    $6,840–$8,360 $10.00 $16.00 -13.9%
    Salomonøerne
    $2,250–$2,750 $4.00 $6.40 -5.7%
    Samoa
    $2,250–$2,750 $4.00 $6.40 -5.7%
    San Marino
    $2,771–$3,386 $6.80 $10.88 -24.0%
    São Tomé og Príncipe
    $3,422–$4,183 $8.60 $13.76 -13.6%
    SAR Hongkong
    $550–$680 $2.20 $3.75 -3.5%
    Spotlight poolspor. Saudi-Arabien
    $2,430–$2,970 $6.00 $9.60 -16.3%
    Schweiz
    $4,050–$4,950 $6.90 $11.04 $6,220–$7,603 -23.7%
    Senegal
    $2,771–$3,386 $6.80 $10.88 -13.3%
    Serbien
    $2,970–$3,630 $7.00 $11.20 $6,623–$8,095 -23.7%
    Seychellerne
    $2,334–$2,853 $7.20 $11.52 -11.3%
    Sierra Leone
    $2,841–$3,472 $8.70 $13.92 -13.5%
    Singapore
    $380–$480 $1.70 $4.00 -4.4%
    Slovakiet
    $2,250–$2,750 $7.50 $12.00 $5,875–$7,180 -23.7%
    Slovenien
    $2,970–$3,630 $7.00 $11.20 -23.7%
    Somalia
    $1,710–$2,090 $5.50 $8.80 -11.6%
    Spanien
    $3,195–$3,905 $7.26 $11.62 $6,336–$7,744 -24.1%
    Sri Lanka
    $990–$1,210 $5.50 $8.80 -10.2%
    Storbritannien
    $2,205–$2,695 $7.30 $11.68 $6,623–$8,095 -24.0%
    Sudan
    $5,643–$6,897 $6.50 $10.40 -20.1%
    Surinam
    $2,459–$3,006 $9.40 $15.04 +0.3%
    Sverige
    $2,587–$3,162 $6.80 $10.88 $6,336–$7,744 -23.9%
    Sydafrika
    $2,335–$2,854 $7.16 $11.46 -13.5%
    Sydkorea
    $540–$660 $2.60 $4.40 -2.0%
    Sydsudan
    $1,710–$2,090 $5.50 $8.80 -11.6%
    Syrien
    $2,629–$3,214 $6.40 $10.24 -15.3%
    Tadsjikistan
    $2,771–$3,386 $6.80 $10.88 $4,896–$5,984 -3.0%
    Taiwan
    $540–$660 $2.50 $4.25 -2.0%
    Spotlight poolspor. Tanzania
    $1,710–$2,090 $5.50 $8.80 -11.6%
    Tchad
    $2,841–$3,472 $8.70 $13.92 -13.5%
    Thailand
    $1,093–$1,336 $1.00 $1.80 -4.8%
    Timor-Leste
    $974–$1,191 $1.80 $3.25 -3.8%
    Tjekkiet
    $2,250–$2,750 $7.50 $12.00 $5,875–$7,180 -23.7%
    Togo
    $2,736–$3,344 $10.00 $16.00 -13.1%
    Tonga
    $2,250–$2,750 $4.00 $6.40 -5.7%
    Trinidad og Tobago
    $6,840–$8,360 $10.00 $16.00 -13.9%
    Tunesien
    $4,995–$6,105 $6.30 $10.08 -20.1%
    Turkmenistan
    $2,771–$3,386 $6.80 $10.88 $5,184–$6,336 -3.0%
    Tuvalu
    $2,250–$2,750 $4.00 $6.40 -5.7%
    Spotlight poolspor. Tyrkiet
    $2,295–$2,805 $6.50 $10.40 $7,110–$8,690 -23.9%
    Tyskland
    $2,205–$2,695 $4.70 $7.52 $5,760–$7,040 -24.0%
    Uganda
    $1,710–$2,090 $5.50 $8.80 -11.6%
    Ukraine
    $2,250–$2,750 $7.50 $12.00 $6,336–$7,744 -23.7%
    Ungarn
    $2,250–$2,750 $7.50 $12.00 $5,875–$7,180 -23.7%
    Uruguay
    $2,250–$2,750 $11.00 $17.60 =
    USA
    $2,677–$3,272 $7.00 $11.20 -13.8%
    Spotlight poolspor. Usbekistan
    $2,771–$3,386 $6.80 $10.88 $4,608–$5,632 -3.0%
    Vanuatu
    $2,250–$2,750 $4.00 $6.40 -5.7%
    Vatikanstaten
    $2,771–$3,386 $6.80 $10.88 -24.0%
    Venezuela
    $2,459–$3,006 $9.40 $15.04 +0.3%
    Vietnam
    $720–$880 $1.40 $3.50 -4.5%
    Yemen
    $2,629–$3,214 $6.40 $10.24 -15.3%
    Zambia
    $2,334–$2,853 $7.20 $11.52 -13.6%
    Zimbabwe
    $2,334–$2,853 $7.20 $11.52 -13.6%
    Ækvatorialguinea
    $3,422–$4,183 $8.60 $13.76 -13.6%
    Østrig
    $2,520–$3,080 $6.70 $10.72 $6,048–$7,392 -23.8%
    Metode

    Sådan bygger vi indekset.

    01 · Datakilde

    Priserne er SINO Shipping's egne månedlige midtpunkter på tværs af 196 Kina-ruter — én speditørs forretning, ikke et multi-carrier indeks. FCL/LCL/air/rail/express indsamlet samme uge hver måned.

    02 · Dækning

    På 9 ruter uden offentligt benchmark findes der ingen sammenlignelige data — netop det hul udfylder denne tracker.

    03 · Frekvens & rettelser

    Udgives månedligt, sidste uge i måneden, på metode v1. Væsentlige rettelser noteres i ændringsloggen på metode-siden; snapshots fra tidligere måneder forbliver låst ved deres offentliggjorte værdier.

    Fuldt metodegrundlag

    Presse & data

    Citerer du dette arkiv, eller ønsker du kontakt til analytikeren bag?