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SINO Lane Tracker Problem 22

July 2026 øjebliksbillede

Risk moves west, capacity eases east

June was the whole map lifting at once. July splits it: the Gulf, North Europe and the Middle Corridor firm on Hormuz risk and a July peak-season surcharge round, while Southeast Asia's China-adjacent lanes give back double digits.

Månedens historie

Risk moves west, capacity eases east: July splits the map

Læs historien

196 ruter 22 fortalt Udgivet July 1, 2026 Metodologi v1 JSON RSS Cite Få et tilbud → Seneste øjebliksbillede →

Klyngemomentum · sø 40GP gennemsnit MoM

Middle Corridor
+18.1%
5 ruter
East Africa
+11.5%
5 ruter
MENA
+29.9%
4 ruter
LATAM
+10.9%
5 ruter
SE Asia
0%
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 · July 2026

Risk moves west, capacity eases east

June was the whole map lifting at once. July splits it: the Gulf, North Europe and the Middle Corridor firm on Hormuz risk and a July peak-season surcharge round, while Southeast Asia's China-adjacent lanes give back double digits.

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
Se: markedsopdatering
YouTubeJuly 2026 Freight Rates: Are You Paying Too Much? [Market Update]

The breadth narrowed. 135 of 196 destinations rose this snapshot against 158 in June, and the average gain roughly halved to +17.2%. What is left is concentrated in the west. China → Saudi Arabia sea 40GP printed $6,615-$8,085, up 119.8% MoM — though most of that unwinds June's capped read; measured from May it is a ~+176% two-month climb, the Hormuz risk premium repricing the Gulf. North Europe moved on carrier action rather than a physical anchor: Poland +38.9%, Belgium, the Netherlands and France +36.1%, as CMA CGM and Maersk peak-season surcharges took effect 1 July.

The Middle Corridor lifted as one — Kazakhstan, Uzbekistan and Kyrgyzstan +18.1% to a $10,129-$12,548 band on Trans-Caspian rail, Georgia and Azerbaijan the same — a coherent, single-mechanism move rather than the scattered spikes of June. East Africa held its Cape premium (Kenya +32.6%, Mozambique +25%), and the LATAM Atlantic kept climbing more modestly: Mexico +38.3%, Brazil +16.1%. Air freight again did not follow: rates across the same lanes stayed flat, marking this — like June — as an ocean capacity-and-demand event, not a cross-mode fuel shock.

The counterweight sits at the China-adjacent end and it is real relief for buyers: Sri Lanka −31.7%, Thailand −21.8%, Indonesia −15.5% all eased as the front-loaded pull that lifted intra-Asia in spring unwound. The desk neutralised four raw quotes to their cluster trend this cycle — Chile, Colombia and Ecuador arrived with 40GP priced at or below their own 20GP, and the Philippines 40GP came in near $240, an order of magnitude low — pending confirmation. A single-forwarder benchmark holds back its own bad cells rather than print them.

Følg næste måned

  • Europe is the prime give-back candidate: the July PSS round lifted the print, but carriers were already quoting softer spot the same week — a partial reversal next cycle would be the surcharge normalising.
  • Saudi Arabia's Gulf climb needs a second clean print to separate the real Hormuz premium from June's cap-rebound arithmetic.
  • The Southeast Asia easing (Sri Lanka, Thailand, Indonesia) is the tell on demand: if it deepens, spring's front-loading has fully unwound; if it stalls, capacity is still tight east of the strait.
  • Air stayed flat again — if it climbs, July's ocean event broadens into a cross-mode demand shock.

By SINO Shipping desk

Læs July 2026 historie

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.

$0 $2,470 $4,940 $7,410 $9,881 -11m -8m -5m -2m July 2026

    Vis datatabel
    12-måneders sø 40GP gennemsnit USD per klynge
    Måned Middle Corridor East Africa MENA LATAM SE Asia
    11 måneder siden $3,895 $3,430 $4,025 $2,730 $1,038
    10 måneder siden $3,755 $3,340 $3,900 $2,835 $1,017
    9 måneder siden $3,260 $2,800 $3,150 $2,465 $971
    8 måneder siden $3,435 $2,975 $3,369 $2,940 $1,038
    7 måneder siden $3,016 $2,539 $2,773 $2,847 $998
    6 måneder siden $3,290 $2,710 $2,994 $2,510 $1,038
    5 måneder siden $3,620 $2,855 $3,044 $3,170 $804
    4 måneder siden $4,997 $3,255 $3,174 $3,828 $600
    3 måneder siden $5,305 $3,485 $3,428 $4,120 $742
    2 måneder siden $4,866 $4,013 $3,350 $3,826 $826
    1 måned siden $7,786 $4,318 $3,806 $4,956 $1,082
    July 2026 $9,193 $4,781 $4,808 $5,608 $1,082
    • 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
    $7,759–$9,610 $5.52 $7.88 +22.0%
    Albanien
    $6,753–$8,274 $6.79 $16.04 +26.6%
    Algeriet
    $6,532–$7,984 $7.70 $16.13 -7.5%
    Andorra
    $5,875–$7,163 $5.37 $9.64 +36.1%
    Angola
    $4,424–$5,335 $7.90 $18.74 +6.2%
    Antigua og Barbuda
    $13,053–$15,897 $13.22 $21.16 +21.1%
    Argentina
    $7,263–$8,877 $11.00 $17.04 +16.1%
    Armenien
    $5,388–$6,562 $5.37 $12.50 +18.1%
    Spotlight poolspor. Aserbajdsjan
    $5,388–$6,562 $5.37 $12.50 +18.1%
    Australien
    $4,365–$5,335 $3.60 $5.74 +49.2%
    Bahamas
    $13,053–$15,897 $13.22 $21.16 +21.1%
    Bahrain
    $5,188–$6,563 $4.20 $6.73 =
    Bangladesh
    $1,913–$2,338 $6.60 $10.55 +18.1%
    Barbados
    $13,053–$15,897 $13.22 $21.16 +21.1%
    Belarus
    $5,326–$6,467 $6.59 $11.86 $4,608–$5,632 +26.6%
    Belgien
    $5,085–$6,215 $5.50 $9.92 $7,335–$8,965 +36.1%
    Belize
    $3,199–$3,853 $14.20 $24.00 +38.3%
    Benin
    $6,432–$7,902 $8.30 $17.17 =
    Bhutan
    $3,159–$3,898 $4.56 $7.87 +22.0%
    Bolivia
    $5,327–$6,532 $11.00 $18.76 =
    Bosnien-Hercegovina
    $6,753–$8,274 $6.79 $16.04 +26.6%
    Botswana
    $4,254–$5,128 $7.29 $17.30 +25.0%
    Spotlight poolspor. Brasilien
    $7,263–$8,877 $10.00 $15.83 +16.1%
    Brunei
    $1,133–$1,462 $1.94 $3.51 =
    Bulgarien
    $5,326–$6,467 $6.59 $11.86 $6,623–$8,095 +26.6%
    Burkina Faso
    $6,432–$7,902 $8.30 $17.17 =
    Burundi
    $4,193–$5,140 $9.75 $15.99 =
    Spotlight poolspor. Cambodja
    $1,133–$1,462 $1.94 $3.51 =
    Cameroun
    $8,698–$10,719 $8.30 $17.17 =
    Canada
    $9,432–$11,528 $8.00 $16.58 +38.3%
    Chile
    $2,835–$3,465 $11.00 $17.61 =
    Spotlight poolspor. Colombia
    $2,835–$3,465 $9.50 $15.03 =
    Comorerne
    $3,613–$4,428 $6.98 $12.15 +25.0%
    Congo-Brazzaville
    $6,165–$7,535 $8.50 $16.95 +6.2%
    Congo-Kinshasa
    $7,396–$9,093 $8.01 $16.35 +6.2%
    Costa Rica
    $3,199–$3,853 $14.20 $24.00 +38.3%
    Cuba
    $17,149–$20,961 $13.22 $21.16 +21.1%
    Cypern
    $6,990–$8,572 $5.45 $9.82 +26.6%
    Danmark
    $5,310–$6,490 $5.50 $9.90 $6,048–$7,392 +28.3%
    De Forenede Arabiske Emirater
    $4,688–$6,563 $4.25 $6.78 =
    Den Centralafrikanske Republik
    $7,396–$9,093 $8.01 $16.57 +6.2%
    Den Dominikanske Republik
    $13,053–$15,897 $13.22 $21.16 +21.1%
    Spotlight poolspor. Djibouti
    $4,261–$5,275 $9.82 $15.71 =
    Dominica
    $13,053–$15,897 $13.22 $21.16 +21.1%
    Spotlight poolspor. Ecuador
    $2,835–$3,465 $9.70 $15.35 =
    Spotlight poolspor. Egypten
    $3,960–$4,840 $6.50 $15.61 =
    El Salvador
    $3,199–$3,853 $14.20 $24.00 +38.3%
    Elfenbenskysten
    $4,410–$5,390 $8.50 $15.42 =
    Eritrea
    $4,125–$5,140 $9.75 $15.57 =
    Estland
    $5,515–$6,753 $5.36 $9.65 +26.6%
    Eswatini
    $4,254–$5,128 $7.29 $17.30 +25.0%
    Etiopien
    $3,991–$4,937 $9.61 $15.36 =
    Fiji
    $8,828–$10,694 $2.70 $6.55 +49.2%
    Spotlight poolspor. Filippinerne
    $585–$715 $1.80 $3.51 =
    Finland
    $5,062–$6,210 $5.04 $9.08 $6,336–$7,744 +28.3%
    Frankrig
    $5,085–$6,215 $6.00 $10.81 $6,048–$7,392 +36.1%
    Gabon
    $8,609–$10,607 $8.07 $16.52 +6.2%
    Gambia
    $6,432–$7,902 $8.30 $17.17 =
    Spotlight poolspor. Georgien
    $5,388–$6,562 $5.37 $12.50 +18.1%
    Ghana
    $4,410–$5,390 $9.40 $17.14 =
    Grenada
    $13,053–$15,897 $13.22 $21.16 +21.1%
    Grækenland
    $6,990–$8,572 $5.45 $9.82 +26.6%
    Guatemala
    $3,199–$3,853 $14.20 $24.00 +38.3%
    Guinea
    $6,432–$7,902 $8.30 $17.17 =
    Guinea-Bissau
    $6,432–$7,902 $8.30 $17.17 =
    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%
    Indien
    $2,745–$3,355 $6.40 $10.23 +22.0%
    Indonesien
    $1,202–$1,469 $2.60 $4.55 -15.5%
    Irak
    $4,200–$5,300 $4.25 $6.78 =
    Iran
    $4,350–$5,450 $4.25 $6.78 =
    Irland
    $5,445–$6,655 $7.00 $12.60 +30.1%
    Island
    $6,974–$8,502 $5.04 $9.08 +28.3%
    Israel
    $3,500–$4,250 $6.12 $15.27 =
    Italien
    $6,390–$7,810 $7.30 $13.13 $7,110–$8,690 +26.6%
    Jamaica
    $13,053–$15,897 $13.22 $21.16 +21.1%
    Japan
    $518–$633 $2.30 $3.91 +4.6%
    Spotlight poolspor. Jordan
    $3,150–$3,950 $5.26 $9.46 =
    Kap Verde
    $6,432–$7,902 $8.30 $13.40 =
    Spotlight poolspor. Kasakhstan
    $10,129–$12,548 $6.77 $13.24 $4,031–$4,928 +18.1%
    Spotlight poolspor. Kenya
    $5,130–$6,270 $5.50 $8.78 +32.6%
    Kina
    $515–$616 $2.02 $3.63 +4.6%
    Spotlight poolspor. Kirgisistan
    $10,129–$12,548 $6.77 $13.24 $4,320–$5,280 +18.1%
    Kiribati
    $8,828–$10,694 $2.70 $6.55 +49.2%
    Kroatien
    $6,753–$8,274 $6.79 $16.04 +26.6%
    Kuwait
    $2,813–$3,438 $4.60 $7.38 =
    Laos
    $1,133–$1,462 $1.94 $3.51 =
    Lesotho
    $4,254–$5,128 $7.29 $17.30 +25.0%
    Letland
    $5,515–$6,753 $5.36 $9.65 +26.6%
    Libanon
    $3,150–$3,950 $5.26 $9.46 =
    Liberia
    $6,432–$7,902 $8.30 $17.17 =
    Libyen
    $6,994–$8,493 $6.54 $14.17 =
    Liechtenstein
    $5,875–$7,163 $5.37 $9.64 +36.1%
    Litauen
    $5,515–$6,753 $5.36 $9.65 +26.6%
    Luxembourg
    $5,875–$7,163 $5.37 $9.64 +36.1%
    Madagaskar
    $3,379–$4,195 $6.84 $10.96 +25.0%
    Malawi
    $4,254–$5,128 $7.29 $17.30 +25.0%
    Malaysia
    $990–$1,210 $1.70 $4.07 =
    Maldiverne
    $3,248–$4,080 $4.76 $7.62 +22.0%
    Mali
    $6,432–$7,902 $8.30 $17.17 =
    Malta
    $6,741–$8,239 $5.45 $9.82 +26.6%
    Marokko
    $6,994–$8,493 $6.54 $14.17 =
    Marshalløerne
    $8,828–$10,694 $2.70 $6.55 +49.2%
    Mauretanien
    $6,432–$7,902 $8.30 $17.17 =
    Mauritius
    $3,438–$4,254 $6.89 $11.01 +25.0%
    Spotlight poolspor. Mexico
    $6,968–$8,517 $10.00 $20.26 +38.3%
    Mikronesien
    $8,828–$10,694 $2.70 $6.55 +49.2%
    Moldova
    $5,326–$6,467 $6.59 $11.86 +26.6%
    Monaco
    $5,875–$7,163 $5.37 $9.64 +36.1%
    Mongoliet
    $5,097–$6,247 $7.13 $12.24 $5,184–$6,336 +4.6%
    Montenegro
    $6,753–$8,274 $6.79 $16.04 +26.6%
    Spotlight poolspor. Mozambique
    $4,136–$5,010 $5.03 $8.05 +25.0%
    Spotlight poolspor. Myanmar (Burma)
    $1,133–$1,462 $1.94 $3.51 =
    Namibia
    $4,254–$5,128 $7.29 $17.30 +25.0%
    Nauru
    $8,828–$10,694 $2.70 $6.55 +49.2%
    Nederlandene
    $5,085–$6,215 $7.30 $13.13 $5,875–$7,180 +36.1%
    Nepal
    $3,159–$3,989 $4.76 $7.62 +22.0%
    New Zealand
    $3,735–$4,565 $3.60 $6.04 +38.3%
    Nicaragua
    $3,199–$3,853 $14.20 $24.00 +38.3%
    Niger
    $6,432–$7,902 $8.30 $17.17 =
    Nigeria
    $3,150–$3,850 $7.90 $16.55 =
    Nordkorea
    $515–$616 $2.02 $3.63 +4.6%
    Nordmakedonien
    $6,753–$8,274 $6.79 $16.04 +26.6%
    Norge
    $6,165–$7,535 $7.40 $13.30 $6,623–$8,095 +33.0%
    Spotlight poolspor. Oman
    $5,125–$6,438 $4.15 $6.63 =
    Pakistan
    $1,890–$2,310 $5.00 $8.00 +31.3%
    Palau
    $8,828–$10,694 $2.70 $6.55 +49.2%
    Panama
    $3,199–$3,853 $14.20 $24.00 +38.3%
    Papua Ny Guinea
    $8,828–$10,694 $2.70 $6.55 +49.2%
    Paraguay
    $7,370–$8,986 $10.27 $17.36 +16.1%
    Spotlight poolspor. Peru
    $5,327–$6,532 $11.00 $18.76 =
    Polen
    $5,625–$6,875 $7.40 $13.34 $5,895–$7,205 +38.9%
    Portugal
    $5,490–$6,710 $7.40 $13.31 +13.0%
    Qatar
    $5,188–$6,563 $4.20 $6.73 =
    Rumænien
    $5,326–$6,467 $6.59 $11.86 $6,336–$7,744 +26.6%
    Rusland
    $8,820–$10,780 $5.50 $11.17 $4,608–$5,632 +5.4%
    Rwanda
    $8,640–$10,560 $14.66 $23.43 =
    Saint Kitts og Nevis
    $13,053–$15,897 $13.22 $21.16 +21.1%
    Saint Lucia
    $13,053–$15,897 $13.22 $21.16 +21.1%
    Saint Vincent og Grenadinerne
    $13,053–$15,897 $13.22 $21.16 +21.1%
    Salomonøerne
    $8,828–$10,694 $2.70 $6.55 +49.2%
    Samoa
    $8,828–$10,694 $2.70 $6.55 +49.2%
    San Marino
    $6,325–$7,739 $5.39 $9.70 +26.6%
    São Tomé og Príncipe
    $8,698–$10,719 $8.30 $17.00 =
    SAR Hongkong
    $556–$679 $2.35 $4.25 +4.7%
    Spotlight poolspor. Saudi-Arabien
    $6,615–$8,085 $4.31 $6.90 +119.8%
    Schweiz
    $5,040–$6,160 $7.00 $12.62 $6,220–$7,603 +21.7%
    Senegal
    $4,140–$5,060 $7.90 $12.47 -11.5%
    Serbien
    $6,753–$8,274 $6.79 $16.04 $6,623–$8,095 +26.6%
    Seychellerne
    $3,496–$4,370 $6.93 $11.10 +25.0%
    Sierra Leone
    $6,432–$7,902 $8.30 $17.17 =
    Singapore
    $675–$825 $1.90 $3.61 +15.4%
    Slovakiet
    $5,529–$6,713 $5.70 $10.28 $5,875–$7,180 +23.4%
    Slovenien
    $7,009–$8,589 $5.31 $9.55 +23.4%
    Somalia
    $4,125–$5,140 $9.75 $15.57 =
    Spanien
    $6,255–$7,645 $6.00 $10.79 $7,470–$9,130 +34.7%
    Sri Lanka
    $1,935–$2,365 $5.50 $8.78 -31.8%
    Storbritannien
    $5,085–$6,215 $7.00 $12.59 $6,623–$8,095 +36.1%
    Sudan
    $9,401–$11,496 $10.52 $15.29 =
    Surinam
    $8,078–$9,794 $10.12 $17.25 +16.1%
    Sverige
    $5,310–$6,490 $7.00 $12.61 $6,336–$7,744 +19.2%
    Sydafrika
    $3,096–$3,784 $7.80 $17.19 +25.1%
    Sydkorea
    $515–$616 $2.12 $3.59 +4.6%
    Sydsudan
    $4,193–$5,140 $9.75 $12.98 =
    Syrien
    $3,150–$3,950 $5.26 $9.46 =
    Tadsjikistan
    $10,129–$12,548 $6.77 $13.24 $4,896–$5,984 +18.1%
    Taiwan
    $515–$616 $2.12 $3.59 +4.6%
    Spotlight poolspor. Tanzania
    $3,991–$4,937 $9.61 $15.36 =
    Tchad
    $7,396–$9,093 $8.01 $16.73 +6.2%
    Thailand
    $563–$688 $1.50 $2.71 -21.8%
    Timor-Leste
    $1,133–$1,462 $1.94 $3.51 =
    Tjekkiet
    $5,529–$6,713 $5.70 $10.28 $5,875–$7,180 +23.4%
    Togo
    $4,410–$5,390 $12.34 $19.74 =
    Tonga
    $8,828–$10,694 $2.70 $6.55 +49.2%
    Trinidad og Tobago
    $13,053–$15,897 $13.22 $21.16 +21.1%
    Tunesien
    $6,994–$8,493 $6.54 $14.17 =
    Turkmenistan
    $10,129–$12,548 $6.77 $13.24 $5,184–$6,336 +18.1%
    Tuvalu
    $8,828–$10,694 $2.70 $6.55 +49.2%
    Spotlight poolspor. Tyrkiet
    $2,295–$2,805 $6.20 $14.01 $7,110–$8,690 =
    Tyskland
    $5,085–$6,215 $6.00 $9.62 $7,470–$9,130 +9.7%
    Uganda
    $6,723–$8,217 $11.50 $18.37 =
    Ukraine
    $5,326–$6,467 $6.59 $11.86 $6,336–$7,744 +26.6%
    Ungarn
    $5,529–$6,713 $5.70 $10.28 $5,875–$7,180 +23.4%
    Uruguay
    $6,765–$8,280 $12.53 $20.23 +16.1%
    USA
    $6,075–$7,425 $7.40 $17.11 +21.1%
    Spotlight poolspor. Usbekistan
    $10,129–$12,548 $6.77 $13.24 $4,608–$5,632 +18.1%
    Vanuatu
    $8,828–$10,694 $2.70 $6.55 +49.2%
    Vatikanstaten
    $6,325–$7,739 $5.39 $9.70 +26.6%
    Venezuela
    $8,078–$9,794 $10.12 $17.25 +16.1%
    Vietnam
    $495–$605 $1.40 $3.50 +10.0%
    Yemen
    $3,150–$3,950 $5.26 $9.46 =
    Zambia
    $4,254–$5,128 $7.29 $17.30 +25.0%
    Zimbabwe
    $4,254–$5,128 $7.29 $17.30 +25.0%
    Ækvatorialguinea
    $8,609–$10,607 $8.07 $16.52 +6.2%
    Østrig
    $5,220–$6,380 $6.20 $11.15 $6,048–$7,392 +23.4%
    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

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