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SINO Lane Tracker Problem 23

August 2026 øjebliksbillede

The give-back lands, and air stops being one market

July was a surcharge round. August is its reversal: 139 of 196 destinations printed a lower sea 40GP, the broadest single-month decline of the year. But the relief is not uniform across modes — European air fell harder than European ocean, while LATAM air moved the other way entirely.

Månedens historie

The give-back lands, and air stops being one market

Læs historien

196 ruter 22 fortalt Udgivet July 31, 2026 Metodologi v1 JSON RSS Cite Få et tilbud → Seneste øjebliksbillede →

Klyngemomentum · sø 40GP gennemsnit MoM

Middle Corridor
-9.3%
5 ruter
East Africa
-0.5%
5 ruter
MENA
0%
4 ruter
LATAM
+12.6%
5 ruter
SE Asia
-25.1%
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 · August 2026

The give-back lands, and air stops being one market

July was a surcharge round. August is its reversal: 139 of 196 destinations printed a lower sea 40GP, the broadest single-month decline of the year. But the relief is not uniform across modes — European air fell harder than European ocean, while LATAM air moved the other way entirely.

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 give-back we flagged last cycle arrived on schedule and larger than billed. 139 destinations fell against 29 that rose, and the average lane gave back 7.5%. Europe led it: China → Germany, the Netherlands, Belgium and the United Kingdom all printed $4,095-$5,005 for a 40GP, down 19.5%, with France further out at $4,005-$4,895, down 21.2%. Read against the 1 July peak-season surcharge round rather than against July alone, roughly half to four-fifths of that lift is now back out — but only Germany has fallen below its June base. The rest of North Europe still sits 7-10% above where it started the summer, and Poland 20% above. This is a surcharge lapsing, not a market breaking.

Air is the more interesting read, because it stopped behaving as one market. Into Europe the fall was steeper than ocean: Italy −43.8% to $4.10/kg, the Netherlands −39.7%, Norway −37.8%, the United Kingdom and Switzerland −32.9%. Across the LATAM Atlantic it went the other way — Brazil +24.0% to $12.40/kg, Argentina +12.7%, Chile +17.3%. Our desks read the European move as price rather than capacity: rates came down, space did not fully open, and consignments above 10,000 kg — fashion and module cargo in particular — are still being split or rolled to sea on some routes. A soft per-kilo number on a lane you cannot actually book is not a saving.

The Asian easing deepened as forecast: India −42.6% to $1,575-$1,925, the sharpest single fall this snapshot, with Singapore −33.3%, Vietnam −27.3% and Indonesia −25.1%. The Gulf did not participate — China → Saudi Arabia held its 40GP at $6,615-$8,085 for a second consecutive print. Its air rate resolved to $6.90/kg, a level the raw desk data had carried for three straight months while our own threshold rule kept suppressing it; the rule now requires a reading to be new, not merely large, before it neutralises. One non-rate variable belongs in every European landed-cost model this month: the EU's temporary flat €3 customs duty on consignments up to €150 took effect 1 July, is charged to the seller or importer rather than collected at the door, and does not move with freight.

Følg næste måned

  • Europe's unwind is most of the way through the July surcharge base but has not cleared it. Whether September stops at par or undercuts June is the difference between a lapsed surcharge and softening demand.
  • Air capacity, not air price, is the European constraint. If bookings above 10,000 kg clear without splitting next cycle, the space side has finally caught up with the rate side.
  • The LATAM Pacific needs one clean month. Chile, Colombia and Ecuador printed structurally valid quotes for the first time since June, so their next print reads as a level rather than a rebound.
  • Saudi Arabia's air step to $6.90/kg is three raw prints old but only one published print old. A fourth reading separates a structural Gulf premium from a routing artefact.

By SINO Shipping desk

Læs August 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 August 2026

    Vis datatabel
    12-måneders sø 40GP gennemsnit USD per klynge
    Måned Middle Corridor East Africa MENA LATAM SE Asia
    11 måneder siden $3,755 $3,340 $3,900 $2,835 $1,017
    10 måneder siden $3,260 $2,800 $3,150 $2,465 $971
    9 måneder siden $3,435 $2,975 $3,369 $2,940 $1,038
    8 måneder siden $3,016 $2,539 $2,773 $2,847 $998
    7 måneder siden $3,290 $2,710 $2,994 $2,510 $1,038
    6 måneder siden $3,620 $2,855 $3,044 $3,170 $804
    5 måneder siden $4,997 $3,255 $3,174 $3,828 $600
    4 måneder siden $5,305 $3,485 $3,428 $4,120 $742
    3 måneder siden $4,866 $4,013 $3,350 $3,826 $826
    2 måneder siden $7,786 $4,318 $3,806 $4,956 $1,082
    1 måned siden $9,193 $4,781 $4,808 $5,608 $1,082
    August 2026 $8,338 $4,757 $4,808 $5,267 $810
    • 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
    $6,936–$8,591 $5.52 $7.88 -10.6%
    Albanien
    $5,835–$7,149 $4.75 $11.22 -13.6%
    Algeriet
    $7,245–$8,855 $6.80 $14.24 +10.9%
    Andorra
    $4,731–$5,768 $3.99 $7.16 -19.5%
    Angola
    $4,295–$5,179 $7.99 $18.95 -2.9%
    Antigua og Barbuda
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Argentina
    $5,310–$6,490 $12.40 $19.21 -26.9%
    Armenien
    $4,887–$5,952 $5.37 $12.50 -9.3%
    Spotlight poolspor. Aserbajdsjan
    $4,887–$5,952 $5.37 $12.50 -9.3%
    Australien
    $4,365–$5,335 $3.50 $5.58 =
    Bahamas
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Bahrain
    $5,188–$6,563 $4.20 $6.73 =
    Bangladesh
    $1,710–$2,090 $1.80 $2.88 -10.6%
    Barbados
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Belarus
    $4,602–$5,587 $4.61 $8.30 $4,608–$5,632 -13.6%
    Belgien
    $4,095–$5,005 $4.40 $7.94 $7,335–$8,965 -19.5%
    Belize
    $2,732–$3,291 $14.05 $23.75 -14.6%
    Benin
    $6,013–$7,387 $8.09 $16.74 -6.5%
    Bhutan
    $2,824–$3,485 $4.56 $7.87 -10.6%
    Bolivia
    $3,895–$4,776 $11.68 $19.92 -26.9%
    Bosnien-Hercegovina
    $5,835–$7,149 $4.75 $11.22 -13.6%
    Botswana
    $4,143–$4,994 $5.79 $13.74 -2.6%
    Spotlight poolspor. Brasilien
    $5,310–$6,490 $12.40 $19.63 -26.9%
    Brunei
    $848–$1,095 $1.94 $3.51 -25.1%
    Bulgarien
    $4,602–$5,587 $4.61 $8.30 $6,623–$8,095 -13.6%
    Burkina Faso
    $6,013–$7,387 $8.09 $16.74 -6.5%
    Burundi
    $4,193–$5,140 $9.75 $15.99 =
    Spotlight poolspor. Cambodja
    $848–$1,095 $1.94 $3.51 -25.1%
    Cameroun
    $8,131–$10,020 $8.09 $16.74 -6.5%
    Canada
    $7,200–$8,800 $7.10 $14.71 -23.7%
    Chile
    $4,500–$5,500 $12.90 $20.65 +58.7%
    Spotlight poolspor. Colombia
    $4,500–$5,500 $9.40 $14.87 +58.7%
    Comorerne
    $3,518–$4,312 $5.55 $9.66 -2.6%
    Congo-Brazzaville
    $5,985–$7,315 $8.60 $17.15 -2.9%
    Congo-Kinshasa
    $7,180–$8,828 $8.10 $16.53 -2.9%
    Costa Rica
    $2,732–$3,291 $14.05 $23.75 -14.6%
    Cuba
    $12,538–$15,325 $14.90 $23.85 -26.9%
    Cypern
    $5,783–$7,092 $3.82 $6.88 -17.3%
    Danmark
    $4,770–$5,830 $4.30 $7.74 $6,048–$7,392 -10.2%
    De Forenede Arabiske Emirater
    $4,688–$6,563 $4.25 $6.78 =
    Den Centralafrikanske Republik
    $7,180–$8,828 $8.10 $16.76 -2.9%
    Den Dominikanske Republik
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Spotlight poolspor. Djibouti
    $4,261–$5,275 $9.82 $15.71 =
    Dominica
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Spotlight poolspor. Ecuador
    $5,490–$6,710 $10.30 $16.30 +93.7%
    Spotlight poolspor. Egypten
    $3,960–$4,840 $6.50 $15.61 =
    El Salvador
    $2,732–$3,291 $14.05 $23.75 -14.6%
    Elfenbenskysten
    $4,005–$4,895 $8.30 $15.06 -9.2%
    Eritrea
    $4,125–$5,140 $9.75 $15.57 =
    Estland
    $4,765–$5,835 $3.75 $6.75 -13.6%
    Eswatini
    $4,143–$4,994 $5.79 $13.74 -2.6%
    Etiopien
    $3,991–$4,937 $9.61 $15.36 =
    Fiji
    $10,530–$12,755 $3.00 $7.28 +19.3%
    Spotlight poolspor. Filippinerne
    $438–$535 $1.60 $3.12 -25.1%
    Finland
    $4,376–$5,368 $3.74 $6.74 $6,336–$7,744 -13.6%
    Frankrig
    $4,005–$4,895 $4.40 $7.93 $6,048–$7,392 -21.2%
    Gabon
    $8,358–$10,297 $8.16 $16.70 -2.9%
    Gambia
    $6,013–$7,387 $8.09 $16.74 -6.5%
    Spotlight poolspor. Georgien
    $4,887–$5,952 $5.37 $12.50 -9.3%
    Ghana
    $4,500–$5,500 $5.50 $10.03 +2.0%
    Grenada
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Grækenland
    $5,783–$7,092 $3.82 $6.88 -17.3%
    Guatemala
    $2,732–$3,291 $14.05 $23.75 -14.6%
    Guinea
    $6,013–$7,387 $8.09 $16.74 -6.5%
    Guinea-Bissau
    $6,013–$7,387 $8.09 $16.74 -6.5%
    Guyana
    $5,906–$7,160 $12.55 $21.39 -26.9%
    Haiti
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Honduras
    $2,732–$3,291 $14.05 $23.75 -14.6%
    Indien
    $1,575–$1,925 $5.00 $7.99 -42.6%
    Indonesien
    $900–$1,100 $2.60 $4.55 -25.1%
    Irak
    $4,200–$5,300 $4.25 $6.78 =
    Iran
    $4,350–$5,450 $4.25 $6.78 =
    Irland
    $4,680–$5,720 $5.20 $9.36 -14.1%
    Island
    $6,028–$7,349 $3.74 $6.74 -13.6%
    Israel
    $3,500–$4,250 $6.12 $15.27 =
    Italien
    $5,310–$6,490 $4.10 $7.37 $7,110–$8,690 -16.9%
    Jamaica
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Japan
    $540–$660 $1.50 $2.55 +4.3%
    Spotlight poolspor. Jordan
    $3,150–$3,950 $5.26 $9.46 =
    Kap Verde
    $6,013–$7,387 $8.09 $13.06 -6.5%
    Spotlight poolspor. Kasakhstan
    $9,187–$11,381 $6.77 $13.24 $4,031–$4,928 -9.3%
    Spotlight poolspor. Kenya
    $5,130–$6,270 $5.50 $8.78 =
    Kina
    $537–$642 $1.52 $2.73 +4.2%
    Spotlight poolspor. Kirgisistan
    $9,187–$11,381 $6.77 $13.24 $4,320–$5,280 -9.3%
    Kiribati
    $10,530–$12,755 $3.00 $7.28 +19.3%
    Kroatien
    $5,835–$7,149 $4.75 $11.22 -13.6%
    Kuwait
    $2,813–$3,438 $4.60 $7.38 =
    Laos
    $848–$1,095 $1.94 $3.51 -25.1%
    Lesotho
    $4,143–$4,994 $5.79 $13.74 -2.6%
    Letland
    $4,765–$5,835 $3.75 $6.75 -13.6%
    Libanon
    $3,150–$3,950 $5.26 $9.46 =
    Liberia
    $6,013–$7,387 $8.09 $16.74 -6.5%
    Libyen
    $7,757–$9,420 $6.54 $14.17 +10.9%
    Liechtenstein
    $4,731–$5,768 $3.99 $7.16 -19.5%
    Litauen
    $4,765–$5,835 $3.75 $6.75 -13.6%
    Luxembourg
    $4,731–$5,768 $3.99 $7.16 -19.5%
    Madagaskar
    $3,291–$4,085 $5.44 $8.72 -2.6%
    Malawi
    $4,143–$4,994 $5.79 $13.74 -2.6%
    Malaysia
    $855–$1,045 $1.80 $4.31 -13.6%
    Maldiverne
    $2,903–$3,647 $4.76 $7.62 -10.6%
    Mali
    $6,013–$7,387 $8.09 $16.74 -6.5%
    Malta
    $5,577–$6,816 $3.82 $6.88 -17.3%
    Marokko
    $7,757–$9,420 $6.54 $14.17 +10.9%
    Marshalløerne
    $10,530–$12,755 $3.00 $7.28 +19.3%
    Mauretanien
    $6,013–$7,387 $8.09 $16.74 -6.5%
    Mauritius
    $3,348–$4,143 $5.48 $8.76 -2.6%
    Spotlight poolspor. Mexico
    $4,500–$5,500 $8.60 $17.42 -35.4%
    Mikronesien
    $10,530–$12,755 $3.00 $7.28 +19.3%
    Moldova
    $4,602–$5,587 $4.61 $8.30 -13.6%
    Monaco
    $4,731–$5,768 $3.99 $7.16 -19.5%
    Mongoliet
    $5,313–$6,513 $5.35 $9.18 $5,184–$6,336 +4.3%
    Montenegro
    $5,835–$7,149 $4.75 $11.22 -13.6%
    Spotlight poolspor. Mozambique
    $4,028–$4,879 $4.00 $6.40 -2.6%
    Spotlight poolspor. Myanmar (Burma)
    $848–$1,095 $1.94 $3.51 -25.1%
    Namibia
    $4,143–$4,994 $5.79 $13.74 -2.6%
    Nauru
    $10,530–$12,755 $3.00 $7.28 +19.3%
    Nederlandene
    $4,095–$5,005 $4.40 $7.91 $5,875–$7,180 -19.5%
    Nepal
    $2,824–$3,566 $4.76 $7.62 -10.6%
    New Zealand
    $4,455–$5,445 $4.00 $6.71 +19.3%
    Nicaragua
    $2,732–$3,291 $14.05 $23.75 -14.6%
    Niger
    $6,013–$7,387 $8.09 $16.74 -6.5%
    Nigeria
    $3,150–$3,850 $6.80 $14.25 =
    Nordkorea
    $537–$642 $1.52 $2.73 +4.2%
    Nordmakedonien
    $5,835–$7,149 $4.75 $11.22 -13.6%
    Norge
    $5,220–$6,380 $4.60 $8.27 $6,623–$8,095 -15.3%
    Spotlight poolspor. Oman
    $5,125–$6,438 $4.15 $6.63 =
    Pakistan
    $1,689–$2,065 $5.00 $8.00 -10.6%
    Palau
    $10,530–$12,755 $3.00 $7.28 +19.3%
    Panama
    $2,732–$3,291 $14.05 $23.75 -14.6%
    Papua Ny Guinea
    $10,530–$12,755 $3.00 $7.28 +19.3%
    Paraguay
    $5,388–$6,570 $12.73 $21.52 -26.9%
    Spotlight poolspor. Peru
    $3,895–$4,776 $11.68 $19.92 -26.9%
    Polen
    $4,860–$5,940 $5.30 $9.55 $5,895–$7,205 -13.6%
    Portugal
    $4,500–$5,500 $4.90 $8.81 -18.0%
    Qatar
    $5,188–$6,563 $4.20 $6.73 =
    Rumænien
    $4,602–$5,587 $4.61 $8.30 $6,336–$7,744 -13.6%
    Rusland
    $8,820–$10,780 $3.20 $6.50 $4,608–$5,632 =
    Rwanda
    $8,640–$10,560 $14.66 $23.43 =
    Saint Kitts og Nevis
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Saint Lucia
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Saint Vincent og Grenadinerne
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Salomonøerne
    $10,530–$12,755 $3.00 $7.28 +19.3%
    Samoa
    $10,530–$12,755 $3.00 $7.28 +19.3%
    San Marino
    $5,233–$6,403 $3.77 $6.78 -17.3%
    São Tomé og Príncipe
    $8,131–$10,020 $8.09 $16.57 -6.5%
    SAR Hongkong
    $580–$708 $1.76 $3.18 +4.3%
    Spotlight poolspor. Saudi-Arabien
    $6,615–$8,085 $6.90 $11.05 =
    Schweiz
    $4,770–$5,830 $4.70 $8.47 $6,220–$7,603 -5.4%
    Senegal
    $3,870–$4,730 $7.70 $12.15 -6.5%
    Serbien
    $5,835–$7,149 $4.75 $11.22 $6,623–$8,095 -13.6%
    Seychellerne
    $3,405–$4,256 $5.51 $8.83 -2.6%
    Sierra Leone
    $6,013–$7,387 $8.09 $16.74 -6.5%
    Singapore
    $450–$550 $1.70 $3.23 -33.3%
    Slovakiet
    $5,233–$6,353 $4.05 $7.30 $5,875–$7,180 -5.4%
    Slovenien
    $6,634–$8,129 $3.77 $6.78 -5.3%
    Somalia
    $4,125–$5,140 $9.75 $15.57 =
    Spanien
    $5,175–$6,325 $4.10 $7.37 $7,470–$9,130 -17.3%
    Sri Lanka
    $1,755–$2,145 $5.50 $8.78 -9.3%
    Storbritannien
    $4,095–$5,005 $4.70 $8.45 $6,623–$8,095 -19.5%
    Sudan
    $9,401–$11,496 $10.52 $15.29 =
    Surinam
    $5,906–$7,160 $12.55 $21.39 -26.9%
    Sverige
    $4,590–$5,610 $5.20 $9.37 $6,336–$7,744 -13.6%
    Sydafrika
    $3,015–$3,685 $6.20 $13.66 -2.6%
    Sydkorea
    $537–$642 $1.59 $2.69 +4.2%
    Sydsudan
    $4,193–$5,140 $9.75 $12.98 =
    Syrien
    $3,150–$3,950 $5.26 $9.46 =
    Tadsjikistan
    $9,187–$11,381 $6.77 $13.24 $4,896–$5,984 -9.3%
    Taiwan
    $537–$642 $1.59 $2.69 +4.2%
    Spotlight poolspor. Tanzania
    $3,991–$4,937 $9.61 $15.36 =
    Tchad
    $7,180–$8,828 $8.10 $16.92 -2.9%
    Thailand
    $495–$605 $1.50 $2.71 -12.1%
    Timor-Leste
    $848–$1,095 $1.94 $3.51 -25.1%
    Tjekkiet
    $5,233–$6,353 $4.05 $7.30 $5,875–$7,180 -5.4%
    Togo
    $4,005–$4,895 $12.03 $19.24 -9.2%
    Tonga
    $10,530–$12,755 $3.00 $7.28 +19.3%
    Trinidad og Tobago
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Tunesien
    $7,757–$9,420 $6.54 $14.17 +10.9%
    Turkmenistan
    $9,187–$11,381 $6.77 $13.24 $5,184–$6,336 -9.3%
    Tuvalu
    $10,530–$12,755 $3.00 $7.28 +19.3%
    Spotlight poolspor. Tyrkiet
    $2,295–$2,805 $6.20 $14.01 $7,110–$8,690 =
    Tyskland
    $4,095–$5,005 $4.70 $7.54 $7,470–$9,130 -19.5%
    Uganda
    $7,263–$8,877 $9.40 $15.02 +8.0%
    Ukraine
    $4,602–$5,587 $4.61 $8.30 $6,336–$7,744 -13.6%
    Ungarn
    $5,233–$6,353 $4.05 $7.30 $5,875–$7,180 -5.4%
    Uruguay
    $4,946–$6,054 $15.54 $25.09 -26.9%
    USA
    $4,637–$5,668 $6.57 $15.19 -23.7%
    Spotlight poolspor. Usbekistan
    $9,187–$11,381 $6.77 $13.24 $4,608–$5,632 -9.3%
    Vanuatu
    $10,530–$12,755 $3.00 $7.28 +19.3%
    Vatikanstaten
    $5,233–$6,403 $3.77 $6.78 -17.3%
    Venezuela
    $5,906–$7,160 $12.55 $21.39 -26.9%
    Vietnam
    $360–$440 $1.40 $3.50 -27.3%
    Yemen
    $3,150–$3,950 $5.26 $9.46 =
    Zambia
    $4,143–$4,994 $5.79 $13.74 -2.6%
    Zimbabwe
    $4,143–$4,994 $5.79 $13.74 -2.6%
    Ækvatorialguinea
    $8,358–$10,297 $8.16 $16.70 -2.9%
    Østrig
    $4,950–$6,050 $4.40 $7.91 $6,048–$7,392 -5.2%
    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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