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SINO Lane Tracker Problem 23

August 2026 ögonblicksbild

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.

Månadens berättelse

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

Läs berättelsen

196 leder 22 berättad Publicerad July 31, 2026 Metodik v1 JSON RSS Cite Begär offert → Senaste ögonblicksbild →

Klustermomentum · sjö 40GP snitt MoM

Middle Corridor
-9.3%
5 leder
East Africa
-0.5%
5 leder
MENA
0%
4 leder
LATAM
+12.6%
5 leder
SE Asia
-25.1%
3 leder

Atlas · sjöfrakt 40GP MoM

Den 194 rutter, på kartan

Varje punkt är ett destinationsland. Färgen visar denna månads MoM Δ på sjö 40GP. Större punkter markerar 22 rutter vi följer och rapporterar varje månad. Klicka på en punkt för fullständiga priser och trend.

  • Upp > +5% MoM
  • Neutral ±5%
  • Ned < −5% MoM
  • Ingen data
  • Rapporterad rutt

194 punkter som representerar destinationsländer är utplacerade på kartan. Färgen visar månad-till-månad förändring. För tangentbordsnavigering, använd datatabellen längre ner på sidan.

Redaktörens kommentar · 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.

Skrivbordet bakom månadens läsning

  • Ethan WuEthan WuMarketing Manager på SINO ShippingHong Kong
  • Found ChenFound ChenStrategic Trade Expert på SINO ShippingShenzhen
  • Ruby LuRuby LuNorth America & Oceania Market Specialist på SINO ShippingShenzhen
Titta: marknadsuppdatering
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.

Se nästa månad

  • 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

Läs August 2026 berättelse

Denna månad

8 utvalda spotlights

Spotlights · denna månad

3 största ökningar ↑ · 3 största minskningar ↓ · 2 narrativspotlights · roterar månadsvis

12-månaders trend · sjö 40GP snitt

Hur varje kluster har rört sig, sjö 40GP snitt

En rad per redaktionellt kluster. Hovra över diagrammet för månadsvisa värden. Använd detta för att upptäcka strukturella skiften bakom månadens fokus.

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

    Visa datatabell
    12-månaders sjö 40GP snitt USD per kluster
    Månad Middle Corridor East Africa MENA LATAM SE Asia
    11 månader sedan $3,755 $3,340 $3,900 $2,835 $1,017
    10 månader sedan $3,260 $2,800 $3,150 $2,465 $971
    9 månader sedan $3,435 $2,975 $3,369 $2,940 $1,038
    8 månader sedan $3,016 $2,539 $2,773 $2,847 $998
    7 månader sedan $3,290 $2,710 $2,994 $2,510 $1,038
    6 månader sedan $3,620 $2,855 $3,044 $3,170 $804
    5 månader sedan $4,997 $3,255 $3,174 $3,828 $600
    4 månader sedan $5,305 $3,485 $3,428 $4,120 $742
    3 månader sedan $4,866 $4,013 $3,350 $3,826 $826
    2 månader sedan $7,786 $4,318 $3,806 $4,956 $1,082
    1 månad sedan $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
    Rörelse

    Största förändringar — sjö 40GP

    Största ökningar

    Sea 40GP MoM

    Största minskningar

    Sea 40GP MoM
    Täckning

    Alla 196 Kina-rutter

    markerar 22 spotlight-poolens rutter.

    ← skrolla för att se alla kolumner →

    Jämför 12-mo Expandera rad
    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 och 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%
    Australien
    $4,365–$5,335 $3.50 $5.58 =
    Spotlight poolspår. Azerbajdzjan
    $4,887–$5,952 $5.37 $12.50 -9.3%
    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 och Hercegovina
    $5,835–$7,149 $4.75 $11.22 -13.6%
    Botswana
    $4,143–$4,994 $5.79 $13.74 -2.6%
    Spotlight poolspår. 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 =
    Centralafrikanska republiken
    $7,180–$8,828 $8.10 $16.76 -2.9%
    Chile
    $4,500–$5,500 $12.90 $20.65 +58.7%
    Spotlight poolspår. Colombia
    $4,500–$5,500 $9.40 $14.87 +58.7%
    Costa Rica
    $2,732–$3,291 $14.05 $23.75 -14.6%
    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%
    Spotlight poolspår. Djibouti
    $4,261–$5,275 $9.82 $15.71 =
    Dominica
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Dominikanska republiken
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Spotlight poolspår. Ecuador
    $5,490–$6,710 $10.30 $16.30 +93.7%
    Spotlight poolspår. Egypten
    $3,960–$4,840 $6.50 $15.61 =
    Ekvatorialguinea
    $8,358–$10,297 $8.16 $16.70 -2.9%
    El Salvador
    $2,732–$3,291 $14.05 $23.75 -14.6%
    Elfenbenskusten
    $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 poolspår. Filippinerna
    $438–$535 $1.60 $3.12 -25.1%
    Finland
    $4,376–$5,368 $3.74 $6.74 $6,336–$7,744 -13.6%
    Frankrike
    $4,005–$4,895 $4.40 $7.93 $6,048–$7,392 -21.2%
    Förenade Arabemiraten
    $4,688–$6,563 $4.25 $6.78 =
    Gabon
    $8,358–$10,297 $8.16 $16.70 -2.9%
    Gambia
    $6,013–$7,387 $8.09 $16.74 -6.5%
    Spotlight poolspår. Georgien
    $4,887–$5,952 $5.37 $12.50 -9.3%
    Ghana
    $4,500–$5,500 $5.50 $10.03 +2.0%
    Grekland
    $5,783–$7,092 $3.82 $6.88 -17.3%
    Grenada
    $9,543–$11,622 $14.90 $23.85 -26.9%
    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%
    Hongkong SAR
    $580–$708 $1.76 $3.18 +4.3%
    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%
    Jemen
    $3,150–$3,950 $5.26 $9.46 =
    Spotlight poolspår. Jordanien
    $3,150–$3,950 $5.26 $9.46 =
    Spotlight poolspår. Kambodja
    $848–$1,095 $1.94 $3.51 -25.1%
    Kamerun
    $8,131–$10,020 $8.09 $16.74 -6.5%
    Kanada
    $7,200–$8,800 $7.10 $14.71 -23.7%
    Kap Verde
    $6,013–$7,387 $8.09 $13.06 -6.5%
    Spotlight poolspår. Kazakstan
    $9,187–$11,381 $6.77 $13.24 $4,031–$4,928 -9.3%
    Spotlight poolspår. Kenya
    $5,130–$6,270 $5.50 $8.78 =
    Kina
    $537–$642 $1.52 $2.73 +4.2%
    Spotlight poolspår. Kirgizistan
    $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%
    Komorerna
    $3,518–$4,312 $5.55 $9.66 -2.6%
    Kongo-Brazzaville
    $5,985–$7,315 $8.60 $17.15 -2.9%
    Kongo-Kinshasa
    $7,180–$8,828 $8.10 $16.53 -2.9%
    Kroatien
    $5,835–$7,149 $4.75 $11.22 -13.6%
    Kuba
    $12,538–$15,325 $14.90 $23.85 -26.9%
    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%
    Lettland
    $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%
    Luxemburg
    $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%
    Maldiverna
    $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%
    Marocko
    $7,757–$9,420 $6.54 $14.17 +10.9%
    Marshallöarna
    $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 poolspår. Mexiko
    $4,500–$5,500 $8.60 $17.42 -35.4%
    Mikronesien
    $10,530–$12,755 $3.00 $7.28 +19.3%
    Spotlight poolspår. Moçambique
    $4,028–$4,879 $4.00 $6.40 -2.6%
    Moldavien
    $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 poolspår. 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%
    Nederländerna
    $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%
    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%
    Nya Zeeland
    $4,455–$5,445 $4.00 $6.71 +19.3%
    Spotlight poolspår. 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 Nya Guinea
    $10,530–$12,755 $3.00 $7.28 +19.3%
    Paraguay
    $5,388–$6,570 $12.73 $21.52 -26.9%
    Spotlight poolspår. 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 =
    Rumänien
    $4,602–$5,587 $4.61 $8.30 $6,336–$7,744 -13.6%
    Rwanda
    $8,640–$10,560 $14.66 $23.43 =
    Ryssland
    $8,820–$10,780 $3.20 $6.50 $4,608–$5,632 =
    S:t Kitts och Nevis
    $9,543–$11,622 $14.90 $23.85 -26.9%
    S:t Lucia
    $9,543–$11,622 $14.90 $23.85 -26.9%
    S:t Vincent och Grenadinerna
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Salomonöarna
    $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 och Príncipe
    $8,131–$10,020 $8.09 $16.57 -6.5%
    Spotlight poolspår. Saudiarabien
    $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%
    Seychellerna
    $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%
    Slovakien
    $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 =
    Tadzjikistan
    $9,187–$11,381 $6.77 $13.24 $4,896–$5,984 -9.3%
    Taiwan
    $537–$642 $1.59 $2.69 +4.2%
    Spotlight poolspår. 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%
    Tjeckien
    $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 och Tobago
    $9,543–$11,622 $14.90 $23.85 -26.9%
    Tunisien
    $7,757–$9,420 $6.54 $14.17 +10.9%
    Spotlight poolspår. Turkiet
    $2,295–$2,805 $6.20 $14.01 $7,110–$8,690 =
    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%
    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%
    Ukraina
    $4,602–$5,587 $4.61 $8.30 $6,336–$7,744 -13.6%
    Ungern
    $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 poolspår. Uzbekistan
    $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%
    Zambia
    $4,143–$4,994 $5.79 $13.74 -2.6%
    Zimbabwe
    $4,143–$4,994 $5.79 $13.74 -2.6%
    Österrike
    $4,950–$6,050 $4.40 $7.91 $6,048–$7,392 -5.2%
    Östtimor
    $848–$1,095 $1.94 $3.51 -25.1%
    Metodik

    Så bygger vi indexet.

    01 · Datakälla

    Priser är SINO Shippings egna månatliga mittpunkter över 196 Kina-baserade rutter — en enda speditörs affärsbok, inte ett multi-carrier-index. FCL/LCL/air/rail/express samlas samma vecka varje månad.

    02 · Täckning

    På 9 rutter utan offentligt riktmärke finns ingen jämförbar data tillgänglig — det är just den luckan denna tracker fyller.

    03 · Frekvens & korrigeringar

    Publiceras månatligen, sista veckan i månaden, på metodiksidan v1. Väsentliga korrigeringar noteras i ändringsloggen på metodiksidan; tidigare månadsöversikter förblir frysta vid sina publicerade värden.

    Full metodik

    Press & data

    Hänvisar du till detta arkiv, eller vill du ha analytikern bakom det?