Boletín de mercado

Resumen de mercado: actualización del transporte marítimo para importadores y exportadores

Análisis del mercado internacional de transporte de mercancías.

Publicado
Tiempo de lectura
5 min
Lente de decisión
Señal → impacto → acción
Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters
VLSFO RotterdamUS$.
USD/BRL5.23

Compilado por Claudete dos Santos 🔄

DESTACADO

Los fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.

MERCADO

  • Drewry WCI: $2,279/40 pies (+5% semanal)
  • SCFI Shanghai-USWC: $2352/40 pies (+14,5% semanal)
  • SCFI Shanghai-USEC: $3,624/40 pies (+12% semanal)
  • Bunker VLSFO: Singapur ~$1,100/tonelada | Houston ~$670/tonelada
  • USD/BRL: 5,23 (estable)
  • Arancel Global de EE.UU.: 15% (Sección 122)

🌍 NOTICIAS

  1. [Flete] Cuarto aumento consecutivo. WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. 🔗
  1. [BR Stone] Exportaciones récord. El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). 🔗
  1. [BR Wood] Pesa el arancel del 50%. Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. 🔗
  1. [Santos] Tecon 10, subasta del 1er semestre. Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. 🔗
  1. [Combustible] Impuesto del 50% sobre las exportaciones de MGO. Desde el 12 de marzo, la demanda de MGO en los puertos de BR es "inexistente". Buques que migran a VLSFO. Impacto en los costos de cabotaje. 🔗
  1. [Transporte por Carretera] Medida Provisional 1.343/2026. El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. 🔗
  1. Paquete [gubernamental] de R$ 15 mil millones para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. 🔗
  1. [Transportistas] Hapag-Lloyd: el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. 🔗

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,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)","content_en":"Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"},279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"},279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"},352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** ,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)","category_pt":"Boletim de mercado","category_en":"Market brief","reading_time_min":5,"metrics":[{"label":"VLSFO Rotterdam","value":"US$.","tone":"flat"},{"label":"USD/BRL","value":"5.23","tone":"flat"}],"title_es":"Resumen de mercado: actualización del transporte marítimo para importadores y exportadores","summary_es":"Análisis del mercado internacional de transporte de mercancías.","category_es":"Boletín de mercado","content_es":"Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"},279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"}352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** ,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de ,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)","translation_status":{"es":"machine_translated","public_locales":["pt","en","es","fr","de","it","zh","ja","ko","ar","ru","hi","tr"],"fr":"machine_translated","de":"machine_translated","it":"machine_translated","zh":"machine_translated","ja":"machine_translated","ko":"machine_translated","ar":"machine_translated","ru":"machine_translated","hi":"machine_translated","tr":"machine_translated","en":"machine_translated"},"title_fr":"Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs","summary_fr":"Analyse du marché du fret international.","category_fr":"Bulletin de marché","content_fr":"Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)","title_de":"Marktübersicht: Seefracht-Update für Importeure und Exporteure","summary_de":"Analyse des internationalen Frachtmarktes.","category_de":"Marktbericht","content_de":"Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)","title_it":"Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori","summary_it":"Analisi del mercato internazionale delle merci.","category_it":"Bollettino di mercato","content_it":"Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"}.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** .624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 ,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)","title_ko":"시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트","summary_ko":"국제 화물 시장 분석.","category_ko":"시장 브리핑","content_ko":"클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"},279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"},279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"},352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** ,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)","title_ar":"موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين","summary_ar":"تحليل سوق الشحن الدولي.","category_ar":"موجز السوق","content_ar":"جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"},279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)","title_ru":"Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров","summary_ru":"Анализ международного рынка грузоперевозок.","category_ru":"Обзор рынка","content_ru":"Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"}279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"},279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)","title_hi":"बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन","summary_hi":"अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.","category_hi":"बाज़ार संक्षेप","content_hi":"क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"},279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"},279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"},352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** ,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)","title_tr":"Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi","summary_tr":"Uluslararası yük piyasasının analizi.","category_tr":"Piyasa özeti","content_tr":"Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"},352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** ,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI {"slug": "2026-03-27", "date": "2026-03-27", "title_pt": "Boletim de mercado: atualização de frete marítimo para importadores e exportadores", "title_en": "Market bulletin: sea freight update for importers and exporters", "summary_pt": "Leitura prática de mercado para acompanhar frete internacional, câmbio, bunker e impactos operacionais em cargas de importação e exportação.", "summary_en": "Analysis of the international freight market.", "content_pt": "> Compilado por Claudete dos Santos 🔄\n\n## DESTAQUE\nFretes sobem pela 4ª semana consecutiva. Drewry WCI atinge $2,279/40ft (+5% na semana). Tensões no Estreito de Ormuz e custo de bunker puxam alta. Rota BREUA segue sem impacto direto de War Risk , vantagem competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40ft (+5% semanal)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% semanal)\n- **Bunker VLSFO:** Singapura ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (estável)\n- **Tarifa global EUA:** 15% (Section 122)\n\n## 🌍 NOTÍCIAS\n\n1. **[Fretes] 4ª alta consecutiva.** WCI $2,279, SCFI dispara. Ormuz + bunker + carrier FAK rates pra abril ($3,500/FEU CMA CGM). Emergency fuel surcharges subiram 75%+ em março. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[Pedras BR] Exportações recordes.** Setor de pedras naturais do Brasil atingiu US$1.5 bi em 2025 (+17.5%). EUA = 53.6% do total ($795M). Brasil presente na Coverings Las Vegas (30/mar - 20/abr). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[Madeira BR] Tarifa de 50% pesa.** Exportações de madeira para EUA caíram 55% após tarifa de agosto/2025. Investigação Section 301 em andamento, resultados esperados em 2026. Empresas BR buscam diversificar para Oriente Médio e Ásia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , leilão 1º sem.** 10+ interessados, BRL 6.4 bi investimento. Tribunal de Contas recomenda barrar operadores existentes (pode afetar Maersk/MSC) na 1ª fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustível] Taxa de 50% sobre exportação de MGO.** Desde 12/março, demanda por MGO em portos BR \"inexistente\". Navios migrando para VLSFO. Impacto em custos de cabotagem. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Rodoviário] MP 1.343/2026.** Governo aperta controle sobre frete rodoviário pra evitar greve dos caminhoneiros. CIOT obrigatório, multas de R$1M a R$10M. Pode impactar custo de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Governo] Pacote de R$15 bi** pra financiar exportações e competitividade, anunciado 26/mar. Inclui setores afetados por tarifas EUA. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting pelo Ormuz custa $40-50M/semana extra. CMA CGM FAK rates de $3,500/FEU a partir de 01/abril. GRI Hapag $400/cntr ECSANA efetivo 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "content_en": "Compiled by Claudete dos Santos 🔄\n\n## HIGHLIGHT\nFreight rates rise for 4th consecutive week. Drewry WCI reaches $2,279/40ft (+5% weekly). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS route remains without direct impact from War Risk , competitive advantage.\n\n## MARKET\n- **Drewry WCI:** $2,279/40ft (+5% weekly)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapore ~$1,100/ton | Houston ~$670/ton\n- **USD/BRL:** 5.23 (stable)\n- **US Global Tariff:** 15% (Section 122)\n\n## 🌍 NEWS\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Emergency fuel surcharges rose 75%+ in March. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). US = 53.6% of total ($795M). Brazil present at Coverings Las Vegas (Mar 30 - Apr 20). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , 1st half auction.** 10+ interested parties, BRL 6.4 bn investment. Court of Accounts recommends blocking existing operators (may affect Maersk/MSC) in the 1st phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Fuel] 50% tax on MGO exports.** Since March 12, MGO demand in BR ports \"non-existent\". Vessels migrating to VLSFO. Impact on cabotage costs. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Mandatory CIOT, fines from R$1M to R$10M. May impact internal transport costs. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Government] R$15 billion package** to finance exports and competitiveness, announced Mar 26. Includes sectors affected by US tariffs. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Carriers] Hapag-Lloyd:** rerouting via Hormuz costs an extra $40-50M/week. CMA CGM FAK rates of $3,500/FEU effective April 01. Hapag GRI $400/cntr ECSANA effective 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "category_pt": "Boletim de mercado", "category_en": "Market brief", "reading_time_min": 5, "metrics": [{"label": "VLSFO Rotterdam", "value": "US$.", "tone": "flat"}, {"label": "USD/BRL", "value": "5.23", "tone": "flat"}], "title_es": "Resumen de mercado: actualización del transporte marítimo para importadores y exportadores", "summary_es": "Análisis del mercado internacional de transporte de mercancías.", "category_es": "Boletín de mercado", "content_es": "Compilado por Claudete dos Santos 🔄\n\n## DESTACADO\nLos fletes suben por cuarta semana consecutiva. Drewry WCI alcanza los 2.279 dólares/40 pies (+5% semanal). Las tensiones en el Estrecho de Ormuz y los costes del búnker impulsan los aumentos. La ruta BRUS permanece sin impacto directo de War Risk, ventaja competitiva.\n\n## MERCADO\n- **Drewry WCI:** $2,279/40 pies (+5% semanal)\n- **SCFI Shanghai-USWC:** $2352/40 pies (+14,5% semanal)\n- **SCFI Shanghai-USEC:** $3,624/40 pies (+12% semanal)\n- **Bunker VLSFO:** Singapur ~$1,100/tonelada | Houston ~$670/tonelada\n- **USD/BRL:** 5,23 (estable)\n- **Arancel Global de EE.UU.:** 15% (Sección 122)\n\n## 🌍 NOTICIAS\n\n1. **[Flete] Cuarto aumento consecutivo.** WCI $2,279, SCFI aumenta. Tarifas de Ormuz + búnker + portaaviones FAK para abril ($3,500/FEU CMA CGM). Los recargos de emergencia por combustible aumentaron más del 75% en marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportaciones récord.** El sector de la piedra natural de Brasil alcanzó los 1.500 millones de dólares en 2025 (+17,5%). Estados Unidos = 53,6% del total ($795 millones). Brasil presente en Coverings Las Vegas (30 mar - 20 abril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Pesa el arancel del 50%.** Las exportaciones de madera a EE.UU. cayeron un 55% después del arancel de agosto/2025. Investigación de la Sección 301 en curso, se esperan resultados para 2026. Las empresas de BR buscan diversificarse hacia Medio Oriente y Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, subasta del 1er semestre.** Más de 10 interesados, inversión de BRL 6,4 mil millones. El Tribunal de Cuentas recomienda bloquear a los operadores existentes (puede afectar a Maersk/MSC) en la primera fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Combustible] Impuesto del 50% sobre las exportaciones de MGO.** Desde el 12 de marzo, la demanda de MGO en los puertos de BR es \"inexistente\". Buques que migran a VLSFO. Impacto en los costos de cabotaje. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Transporte por Carretera] Medida Provisional 1.343/2026.** El gobierno refuerza el control sobre el transporte por carretera para evitar la huelga de camioneros. CIOT obligatorio, multas de R$ 1 millón a R$ 10 millones. Puede afectar los costos de transporte interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Paquete [gubernamental] de R$ 15 mil millones** para financiar exportaciones y competitividad, anunciado el 26 de marzo. Incluye sectores afectados por los aranceles estadounidenses. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportistas] Hapag-Lloyd:** el desvío vía Ormuz cuesta entre 40 y 50 millones de dólares adicionales por semana. Tarifas CMA CGM FAK de $3,500/FEU a partir del 1 de abril. Hapag GRI $400/cntr ECSANA a partir del 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "translation_status": {"es": "machine_translated", "public_locales": ["pt", "en", "es", "fr", "de", "it", "zh", "ja", "ko", "ar", "ru", "hi", "tr"], "fr": "machine_translated", "de": "machine_translated", "it": "machine_translated", "zh": "machine_translated", "ja": "machine_translated", "ko": "machine_translated", "ar": "machine_translated", "ru": "machine_translated", "hi": "machine_translated", "tr": "machine_translated", "en": "machine_translated"}, "title_fr": "Aperçu du marché : mise à jour sur le fret maritime pour les importateurs et les exportateurs", "summary_fr": "Analyse du marché du fret international.", "category_fr": "Bulletin de marché", "content_fr": "Compilé par Claudete dos Santos 🔄\n\n## POINTS FORTS\nLes taux de fret augmentent pour la 4ème semaine consécutive. Drewry WCI atteint 2 279 $/40 pieds (+5 % par semaine). Les tensions dans le détroit d’Ormuz et les coûts des soutes entraînent une augmentation. L'itinéraire BRUS reste sans impact direct du risque de guerre, avantage concurrentiel.\n\n## MARCHÉ\n- **Drewry WCI :** 2 279 $/40 pieds (+5 % par semaine)\n- **SCFI Shanghai-USWC :** 2 352 $/40 pieds (+14,5 % par semaine)\n- **SCFI Shanghai-USEC :** 3 624 $/40 pieds (+12 % par semaine)\n- **Bunker VLSFO :** Singapour ~1 100 $/tonne | Houston ~ 670 $/tonne\n- **USD/BRL :** 5,23 (stable)\n- **Tarif global américain :** 15 % (article 122)\n\n## 🌍ACTUALITÉS\n\n1. **[Fret] 4e augmentation consécutive.** WCI 2 279 $, SCFI augmente. Tarifs FAK Ormuz + bunker + transporteur pour avril (3 500$/FEU CMA CGM). Les suppléments carburant d’urgence ont augmenté de plus de 75 % en mars. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Exportations record.** Le secteur brésilien de la pierre naturelle a atteint 1,5 milliard de dollars américains en 2025 (+17,5 %). États-Unis = 53,6 % du total (795 millions de dollars). Le Brésil présent au Coverings Las Vegas (30 mars - 20 avril). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Le tarif de 50 % pèse.** Les exportations de bois vers les États-Unis ont chuté de 55 % après le tarif d'août 2025. Enquête en vertu de l'article 301 en cours, résultats attendus en 2026. Les sociétés BR cherchent à se diversifier au Moyen-Orient et en Asie. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1er semestre d'enchères.** Plus de 10 parties intéressées, investissement de 6,4 milliards de BRL. La Cour des comptes recommande de bloquer les opérateurs existants (peut affecter Maersk/MSC) dans la 1ère phase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburant] Taxe de 50 % sur les exportations de MGO.** Depuis le 12 mars, la demande de MGO dans les ports de la BR est « inexistante ». Navires migrant vers VLSFO. Impact sur les coûts de cabotage. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Fret routier] Mesure provisoire 1.343/2026.** Le gouvernement renforce le contrôle du fret routier pour empêcher la grève des camionneurs. CIOT obligatoire, amendes de 1 à 10 millions de R$. Peut avoir un impact sur les coûts de transport interne. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Gouvernement] Programme de 15 milliards de reais** pour financer les exportations et la compétitivité, annoncé le 26 mars. Comprend les secteurs touchés par les tarifs douaniers américains. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transporteurs] Hapag-Lloyd :** le réacheminement via Ormuz coûte 40 à 50 millions de dollars supplémentaires/semaine. Tarifs CMA CGM FAK de 3 500 $/FEU à compter du 1er avril. Hapag GRI 400 $/cntr ECSANA à compter du 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_de": "Marktübersicht: Seefracht-Update für Importeure und Exporteure", "summary_de": "Analyse des internationalen Frachtmarktes.", "category_de": "Marktbericht", "content_de": "Zusammengestellt von Claudete dos Santos 🔄\n\n## HIGHLIGHT\nDie Frachtraten steigen in der vierten Woche in Folge. Drewry WCI erreicht 2.279 $/40 Fuß (+5 % wöchentlich). Spannungen in der Straße von Hormus und Bunkerkosten führen zu steigenden Preisen. Die BRUS-Route bleibt ohne direkte Auswirkungen des Kriegsrisikos und Wettbewerbsvorteils.\n\n## MARKT\n- **Drewry WCI:** 2.279 $/40 Fuß (+5 % wöchentlich)\n- **SCFI Shanghai-USWC:** 2.352 $/40 Fuß (+14,5 % wöchentlich)\n- **SCFI Shanghai-USEC:** 3.624 $/40 Fuß (+12 % wöchentlich)\n- **Bunker VLSFO:** Singapur ~1.100 $/Tonne | Houston ~670 $/Tonne\n- **USD/BRL:** 5,23 (stabil)\n- **US-Globaltarif:** 15 % (Abschnitt 122)\n\n## 🌍 NEUIGKEITEN\n\n1. **[Fracht] 4. Anstieg in Folge.** WCI 2.279 $, SCFI steigt. Hormuz + Bunker + Carrier FAK-Preise für April (3.500 $/FEU CMA CGM). Die Treibstoffzuschläge für Notfälle stiegen im März um über 75 %. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Rekordexporte.** Brasiliens Natursteinsektor erreichte im Jahr 2025 1,5 Milliarden US-Dollar (+17,5 %). USA = 53,6 % des Gesamtbetrags (795 Mio. USD). Brasilien auf der Coverings Las Vegas (30. März – 20. April). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50 % Zoll wiegt.** Holzexporte in die USA gingen nach der Einführung des Zolls vom August/2025 um 55 % zurück. Untersuchung gemäß Abschnitt 301 läuft, Ergebnisse werden für 2026 erwartet. BR-Unternehmen streben eine Diversifizierung in den Nahen Osten und Asien an. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, 1. Halbauktion.** 10+ Interessenten, BRL 6,4 Mrd. Investition. Der Rechnungshof empfiehlt, bestehende Betreiber (kann Maersk/MSC betreffen) in der 1. Phase zu sperren. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Kraftstoff] 50 % Steuer auf MGO-Exporte.** Seit dem 12. März ist die MGO-Nachfrage in BR-Häfen „nicht existent“. Schiffe migrieren nach VLSFO. Auswirkungen auf die Kabotagekosten. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Straßenfracht] Vorläufige Maßnahme 1.343/2026.** Die Regierung verschärft die Kontrolle über den Straßengüterverkehr, um einen Streik der Lkw-Fahrer zu verhindern. Obligatorisches CIOT, Bußgelder von 1 Mio. R$ bis 10 Mio. R$. Kann sich auf die internen Transportkosten auswirken. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Regierung] 15-Milliarden-R$-Paket** zur Finanzierung von Exporten und Wettbewerbsfähigkeit, angekündigt am 26. März. Beinhaltet Sektoren, die von US-Zöllen betroffen sind. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Transportunternehmen] Hapag-Lloyd:** Die Umleitung über Hormuz kostet zusätzlich 40–50 Mio. USD/Woche. CMA CGM FAK-Sätze von 3.500 $/FEU, gültig ab 1. April. Hapag GRI 400 $/Zentr ECSANA, gültig ab 4. April. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_it": "Market brief: aggiornamento sui trasporti marittimi per importatori ed esportatori", "summary_it": "Analisi del mercato internazionale delle merci.", "category_it": "Bollettino di mercato", "content_it": "Compilato da Claudete dos Santos 🔄\n\n## IN EVIDENZA\nLe tariffe di trasporto aumentano per la quarta settimana consecutiva. La Drewry WCI raggiunge i 2.279 dollari/40 piedi (+5% a settimana). Aumentano le tensioni nello Stretto di Hormuz e i costi dei bunker. Il percorso BRUS rimane senza impatto diretto dal rischio di guerra, vantaggio competitivo.\n\n##MERCATO\n- **Drewry WCI:** $ 2.279/40 piedi (+5% settimanale)\n- **SCFI Shanghai-USWC:** $2.352/40ft (+14,5% settimanale)\n- **SCFI Shanghai-USEC:** $3.624/40ft (+12% settimanale)\n- **Bunker VLSFO:** Singapore ~$1.100/ton | Houston ~$670/tonnellata\n- **USD/BRL:** 5,23 (stabile)\n- **Tariffa globale USA:** 15% (Sezione 122)\n\n## 🌍NOVITÀ\n\n1. **[Trasporto merci] 4° aumento consecutivo.** WCI $2.279, SCFI in rialzo. Tariffe Hormuz + bunker + portaerei FAK per aprile ($ 3.500/FEU CMA CGM). Le sovrattasse carburante di emergenza sono aumentate del 75%+ a marzo. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Esportazioni record.** Il settore della pietra naturale del Brasile ha raggiunto 1,5 miliardi di dollari nel 2025 (+17,5%). Stati Uniti = 53,6% del totale (795 milioni di dollari). Il Brasile è presente al Coverings Las Vegas (30 marzo - 20 aprile). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] La tariffa del 50% pesa.** Le esportazioni di legno verso gli Stati Uniti sono diminuite del 55% dopo la tariffa di agosto/2025. Indagine sulla Sezione 301 in corso, risultati attesi nel 2026. Le società BR cercano di diversificare in Medio Oriente e Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pression/)\n\n4. **[Santos] Tecon 10, asta della prima metà.** 10+ parti interessate, investimento di 6,4 miliardi di BRL. La Corte dei Conti raccomanda di bloccare gli operatori esistenti (che potrebbero influenzare Maersk/MSC) nella prima fase. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Carburante] Tassa del 50% sulle esportazioni di MGO.** Dal 12 marzo, la domanda di MGO nei porti della BR è \"inesistente\". Navi che migrano verso VLSFO. Impatto sui costi di cabotaggio. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Trasporti di merci su strada] Misura provvisoria 1.343/2026.** Il governo rafforza il controllo sul trasporto di merci su strada per prevenire lo sciopero dei camionisti. CIOT obbligatorio, multe da R$1 milione a R$10 milioni. Potrebbe incidere sui costi di trasporto interno. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **Pacchetto [del governo] da 15 miliardi di R$** per finanziare le esportazioni e la competitività, annunciato il 26 marzo. Comprende i settori interessati dai dazi statunitensi. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Trasportatori] Hapag-Lloyd:** il cambio di rotta via Hormuz costa 40-50 milioni di dollari extra a settimana. Tariffe CMA CGM FAK di $ 3.500/FEU in vigore dal 1° aprile. Hapag GRI $ 400/cntr ECSANA in vigore dal 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_zh": "市场简介：进口商和出口商的海运最新情况", "summary_zh": "国际货运市场分析。", "category_zh": "市场简报", "content_zh": "由克洛德特·多斯桑托斯编译🔄\n\n## 亮点\n运价连续第四周上涨。德鲁里 WCI 达到 2,279 美元/40 英尺（每周上涨 5%）。霍尔木兹海峡的紧张局势和燃油成本推动上涨。 BRUS路线仍然没有受到战争风险和竞争优势的直接影响。\n\n## 市场\n- **德鲁里 WCI：** $2,279/40 英尺（每周+5%）\n- **SCFI 上海-USWC：** $2,352/40 英尺（每周+14.5%）\n- **SCFI 上海-USEC：** $3,624/40 英尺（每周增加 12%）\n- **船用超低硫燃油：** 新加坡 ~$1,100/吨 |休斯顿 ~$670/吨\n- **美元/雷亚尔：** 5.23（稳定）\n- **美国全球关税：** 15%（第 122 条）\n\n## 🌍 新闻\n\n1. **【运费】连续第四次上涨。** WCI 2,279 美元，SCFI 飙升。霍尔木兹 + 燃油 + 承运人 4 月份 FAK 费率（3,500 美元/FEU CMA CGM）。 3 月份紧急燃油附加费上涨 75% 以上。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 出口额创历史新高。** 巴西天然石材行业到 2025 年将达到 15 亿美元（+17.5%）。美国 = 总额的 53.6%（7.95 亿美元）。巴西出席拉斯维加斯 Coverings（3 月 30 日至 4 月 20 日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 关税的影响。** 2025 年 8 月征收关税后，对美国的木材出口下降了 55%。 301 调查正在进行中，预计 2026 年得出结果。BR 公司寻求向中东和亚洲多元化发展。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-faceing-tariff-Pressure/)\n\n4. **[Santos] Tecon 10，上半年拍卖。** 10+ 感兴趣方，投资 64 亿雷亚尔。审计法院建议在第一阶段阻止现有运营商（可能会影响马士基/MSC）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料]对MGO出口征收50%的税。** 自3月12日以来，BR港口的MGO需求“不存在”。船只迁移至 VLSFO。对沿海运输成本的影响。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[公路货运]临时措施1.343/2026.** 政府加强对公路货运的控制，以防止卡车司机罢工。强制性 CIOT，罚款从 100 万雷亚尔至 1000 万雷亚尔。可能会影响内部运输成本。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 3 月 26 日宣布提供 150 亿雷亚尔一揽子计划**，为出口和竞争力提供融资。包括受美国关税影响的行业。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[承运商] Hapag-Lloyd：** 通过霍尔木兹航线改道每周需额外花费 40-5000 万美元。 CMA CGM FAK 费率为 3,500 美元/FEU，于 4 月 1 日生效。Hapag GRI 费率为 400 美元/cntr ECSANA，于 04 月 4 日生效。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ja": "市場概要: 輸出入業者向けの海上貨物最新情報", "summary_ja": "国際貨物市場の分析。", "category_ja": "市況速報", "content_ja": "Claudete dos Santos によって編集されました 🔄\n\n## ハイライト\n運賃上昇は４週連続。ドリューリー WCI は 2,279/40 フィート (毎週 +5%) に達します。ホルムズ海峡の緊張と燃料油のコストが上昇を加速させている。 BRUS ルートは、戦争リスク、競争上の優位性による直接的な影響を受けずに残ります。\n\n## マーケット\n- **ドリューリー WCI:** $2,279/40 フィート (+5% 毎週)\n- **SCFI 上海-USWC:** $2,352/40 フィート (+14.5% 週間)\n- **SCFI 上海-USEC:** $3,624/40 フィート (+12% 毎週)\n- **バンカー VLSFO:** シンガポール ~$1,100/トン |ヒューストン ~$670/トン\n- **USD/BRL:** 5.23 (安定)\n- **米国の世界関税:** 15% (第 122 条)\n\n## 🌍 ニュース\n\n1. **[運賃] 4 日連続の増加。** WCI 2,279 ドル、SCFI 急騰。 4 月のホルムズ + バンカー + 航空会社 FAK 料金 ($3,500/FEU CMA CGM)。緊急燃油特別付加運賃は 3 月に 75% 以上上昇しました。 [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 記録的な輸出。** ブラジルの天然石セクターは、2025 年に 15 億米ドルに達しました (+17.5%)。米国 = 総額の 53.6% (7 億 9,500 万ドル)。ブラジル代表がCoverings Las Vegasに参加（3月30日～4月20日）。 [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 関税の重し** 2025 年 8 月の関税後、米国への木材輸出は 55% 減少しました。セクション 301 の調査が進行中で、結果は 2026 年に予想されます。BR 企業は中東とアジアへの多角化を目指しています。 [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[サントス] Tecon 10、前半オークション。** 10 社以上の利害関係者、64 億レアルの投資。会計裁判所は、第1段階で既存の事業者をブロックすることを推奨しています（マースク/MSCに影響を与える可能性があります）。 [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[燃料] MGO 輸出に 50% 課税。** 3 月 12 日以降、BR 港における MGO 需要は「存在しない」。 VLSFOへ回遊する船舶。カボタージュコストへの影響。 [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[道路貨物] 暫定措置 1.343/2026.** 政府はトラック運転手のストライキを防ぐために道路貨物の管理を強化。 CIOTの義務化、100万レアルから1,000万レアルの罰金。社内の輸送コストに影響を与える可能性があります。 [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[政府] 輸出と競争力を強化するための 150 億レアルのパッケージ**、3 月 26 日に発表。米国の関税の影響を受ける部門が含まれる。 [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[航空会社] Hapag-Lloyd:** ホルムズ経由のルート変更には、週あたり 4,000 万～5,000 万ドルの追加費用がかかります。 CMA CGM FAK 料金は 4 月 1 日発効 $3,500/FEU。Hapag GRI $400/cntr ECSANA は 04/04 発効。 [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ko": "시장 요약: 수입업체와 수출업체를 위한 해상 화물 업데이트", "summary_ko": "국제 화물 시장 분석.", "category_ko": "시장 브리핑", "content_ko": "클로데테 도스 산토스가 편집함 🔄\n\n## 하이라이트\n운임은 4주 연속 상승했다. Drewry WCI는 $2,279/40ft(주당 +5%)에 도달했습니다. 호르무즈 해협의 긴장과 벙커 비용이 증가하고 있습니다. BRUS 경로는 전쟁 위험, 경쟁 우위의 직접적인 영향을 받지 않고 유지됩니다.\n\n## 시장\n- **Drewry WCI:** $2,279/40ft(매주 +5%)\n- **SCFI 상하이-USWC:** $2,352/40ft(주당 +14.5%)\n- **SCFI 상하이-USEC:** $3,624/40ft(주당 +12%)\n- **벙커 VLSFO:** 싱가포르 ~$1,100/톤 | 휴스턴 ~$670/톤\n- **USD/BRL:** 5.23(안정적)\n- **미국 글로벌 관세:** 15%(122조)\n\n## 🌍 뉴스\n\n1. **[운임] 4연속 상승.** WCI $2,279, SCFI 급등. 4월 Hormuz + 벙커 + 캐리어 FAK 요금($3,500/FEU CMA CGM). 3월에는 긴급 유류할증료가 75% 이상 인상되었습니다. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] 기록적인 수출.** 브라질의 천연석 부문은 2025년에 15억 달러(+17.5%)에 도달했습니다. 미국 = 전체의 53.6%(7억 9,500만 달러) Coverings Las Vegas에 브라질이 참가했습니다(3월 30일 - 4월 20일). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% 관세가 적용됩니다.** 미국으로의 목재 수출은 2025년 8월 관세 이후 55% 감소했습니다. 301조 조사가 진행 중이며 결과는 2026년에 예상됩니다. BR 회사는 중동 및 아시아로 사업 다각화를 모색하고 있습니다. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-press/)\n\n4. **[Santos] Tecon 10, 상반기 경매.** 10개 이상의 이해관계자, 64억 BRL 투자. Court of Accounts는 1단계에서 기존 사업자(Maersk/MSC에 영향을 미칠 수 있음)를 차단할 것을 권장합니다. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[연료] MGO 수출에 50% 세금.** 3월 12일 이후 BR 항구의 MGO 수요가 \"존재하지 않습니다\". VLSFO로 이동하는 선박. 연안 운송 비용에 영향을 미칩니다. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[도로 화물] 잠정 조치 1.343/2026.** 정부는 트럭 운전자의 파업을 방지하기 위해 도로 화물에 대한 통제를 강화합니다. 필수 CIOT, R$1M~R$10M의 벌금. 내부 운송 비용에 영향을 미칠 수 있습니다. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[정부] 수출 및 경쟁력 강화를 위한 150억 헤알 패키지**, 3월 26일 발표. 미국 관세의 영향을 받는 부문이 포함됩니다. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[항공사] Hapag-Lloyd:** Hormuz를 경유하는 경로 변경에는 주당 $40-50M의 추가 비용이 듭니다. CMA CGM FAK 요율은 4월 1일부터 $3,500/FEU입니다. Hapag GRI $400/cntr ECSANA는 2004년 4월부터 적용됩니다. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ar": "موجز السوق: تحديث الشحن البحري للمستوردين والمصدرين", "summary_ar": "تحليل سوق الشحن الدولي.", "category_ar": "موجز السوق", "content_ar": "جمعتها كلوديت دوس سانتوس 🔄\n\n## تسليط الضوء\nأسعار الشحن ترتفع للأسبوع الرابع على التوالي تصل قيمة Drewry WCI إلى 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا). التوترات في مضيق هرمز وتكاليف المخابئ تؤدي إلى زيادات. يظل طريق BRUS بدون تأثير مباشر من مخاطر الحرب والميزة التنافسية.\n\n## السوق\n- **Drewry WCI:** 2,279 دولارًا أمريكيًا/40 قدمًا (+5% أسبوعيًا)\n- **SCFI Shanghai-USWC:** 2,352 دولارًا أمريكيًا/40 قدمًا (+14.5% أسبوعيًا)\n- **SCFI Shanghai-USEC:** 3,624 دولارًا أمريكيًا/40 قدمًا (+12% أسبوعيًا)\n- **بونكر VLSFO:** سنغافورة ~1,100 دولار/طن | هيوستن ~ 670 دولارًا/طن\n- **دولار أمريكي/ريال برازيلي:** 5.23 (مستقر)\n- **التعرفة العالمية الأمريكية:** 15% (المادة 122)\n\n## 🌍 الأخبار\n\n1. **[الشحن] الزيادة الرابعة على التوالي.** WCI $2,279، ارتفاع SCFI. أسعار هرمز + القبو + شركة النقل FAK لشهر أبريل (3500 دولار أمريكي/FEU CMA CGM). ارتفعت رسوم الوقود الإضافية في حالات الطوارئ بنسبة 75٪ + في مارس. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] صادرات قياسية.** بلغ قطاع الحجر الطبيعي في البرازيل 1.5 مليار دولار أمريكي في عام 2025 (+17.5%). الولايات المتحدة = 53.6% من الإجمالي (795 مليون دولار). البرازيل حاضرة في Coverings Las Vegas (30 مارس - 20 أبريل). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] وزن الرسوم الجمركية بنسبة 50%.** انخفضت صادرات الأخشاب إلى الولايات المتحدة بنسبة 55% بعد التعريفة الجمركية التي تم فرضها في أغسطس/آب 2025. جارٍ التحقيق في المادة 301، ومن المتوقع ظهور النتائج في عام 2026. وتسعى شركات BR إلى التنويع في الشرق الأوسط وآسيا. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10، مزاد النصف الأول.** أكثر من 10 أطراف معنية، استثمار بقيمة 6.4 مليار ريال برازيلي. توصي محكمة الحسابات بحظر المشغلين الحاليين (قد يؤثر على Maersk/MSC) في المرحلة الأولى. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[الوقود] ضريبة 50% على صادرات MGO.** منذ 12 مارس، الطلب على MGO في موانئ BR \"غير موجود\". السفن المهاجرة إلى VLSFO. التأثير على تكاليف الملاحة. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[الشحن البري] الإجراء المؤقت 1.343/2026.** تشدد الحكومة الرقابة على الشحن البري لمنع إضراب سائقي الشاحنات. إلزامية CIOT، غرامات تتراوح من 1 مليون ريال برازيلي إلى 10 ملايين ريال برازيلي. قد يؤثر على تكاليف النقل الداخلي. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[الحكومة] حزمة بقيمة 15 مليار ريال برازيلي** لتمويل الصادرات والقدرة التنافسية، تم الإعلان عنها في 26 مارس. وتشمل القطاعات المتضررة من الرسوم الجمركية الأمريكية. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[شركات النقل] Hapag-Lloyd:** تتكلف إعادة التوجيه عبر هرمز مبلغًا إضافيًا يتراوح بين 40 إلى 50 مليون دولار في الأسبوع. أسعار CMA CGM FAK تبلغ 3,500 دولار أمريكي/FEU اعتبارًا من 01 أبريل. Hapag GRI 400 دولار أمريكي/cntr ECSANA اعتبارًا من 04/04. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_ru": "Краткое описание рынка: обновленная информация о морских перевозках для импортеров и экспортеров", "summary_ru": "Анализ международного рынка грузоперевозок.", "category_ru": "Обзор рынка", "content_ru": "Составлено Клодет душ Сантос 🔄\n\n## ВЫДЕЛЕНИЕ\nСтавки фрахта растут четвертую неделю подряд. Drewry WCI достигает $2279/40 футов (+5% в неделю). Напряженность в Ормузском проливе и стоимость бункеровок приводят к росту. Маршрут BRUS остается без прямого влияния военного риска и конкурентного преимущества.\n\n## РЫНОК\n- **Drewry WCI:** 2279 долларов США/40 футов (+5% в неделю)\n- **SCFI Шанхай-USWC:** 2352 доллара США/40 футов (+14,5% в неделю)\n- **SCFI Shanghai-USEC:** 3624 доллара США/40 футов (+12% в неделю)\n- **Бункер VLSFO:** Сингапур ~ 1100 долларов США за тонну | Хьюстон ~ $670/тонна\n- **USD/BRL:** 5,23 (стабильный)\n- **Глобальный тариф США:** 15 % (раздел 122).\n\n## 🌍 НОВОСТИ\n\n1. **[Грузовые перевозки] 4-е увеличение подряд.** WCI $2,279, SCFI резко вырос. Ставки Ормуз + бункер + авианосец FAK на апрель (3500 долларов США/FEU CMA CGM). В марте экстренные топливные сборы выросли на 75%+. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Рекордный экспорт.** В 2025 году сектор природного камня в Бразилии достиг 1,5 миллиарда долларов США (+17,5%). США = 53,6% от общей суммы (795 миллионов долларов). Бразилия присутствует на выставке Coverings в Лас-Вегасе (30 марта – 20 апреля). [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] Тариф в размере 50% весит.** Экспорт древесины в США упал на 55% после введения тарифа в августе 2025 года. Расследование по разделу 301 продолжается, результаты ожидаются в 2026 году. Компании BR стремятся диверсифицировать свою деятельность на Ближнем Востоке и в Азии. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10 , аукцион 1-го полугодия.** 10+ заинтересованных сторон, инвестиции 6,4 млрд реалов. Счетная палата рекомендует заблокировать существующих операторов (может повлиять на Maersk/MSC) на 1-м этапе. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Топливо] 50% налог на экспорт МГО.** С 12 марта спрос на МГО в портах БР «отсутствует». Суда, мигрирующие в VLSFO. Влияние на стоимость каботажа. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Автомобильные грузоперевозки] Временная мера 1.343/2026.** Правительство ужесточает контроль над автомобильными грузоперевозками, чтобы предотвратить забастовки дальнобойщиков. Обязательный CIOT, штрафы от 1 до 10 миллионов реалов. Может повлиять на внутренние транспортные расходы. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[Правительство] Пакет на сумму 15 миллиардов реалов** для финансирования экспорта и повышения конкурентоспособности, объявленный 26 марта. Включает секторы, затронутые тарифами США. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Перевозчики] Hapag-Lloyd:** изменение маршрута через Ормуз обходится дополнительно в 40–50 миллионов долларов в неделю. Ставки CMA CGM FAK составляют 3500 долларов США за FEU с 1 апреля. Hapag GRI 400 долларов США за центр ECSANA с 4 апреля. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_hi": "बाज़ार संक्षिप्त: आयातकों और निर्यातकों के लिए समुद्री माल ढुलाई अद्यतन", "summary_hi": "अंतर्राष्ट्रीय माल बाज़ार का विश्लेषण.", "category_hi": "बाज़ार संक्षेप", "content_hi": "क्लॉडेट डॉस सैंटोस द्वारा संकलित 🔄\n\n## हाइलाइट करें\nमाल ढुलाई दरों में लगातार चौथे सप्ताह वृद्धि हुई है। ड्रयूरी डब्ल्यूसीआई $2,279/40 फीट (+5% साप्ताहिक) तक पहुंच गया। होर्मुज जलडमरूमध्य में तनाव और बंकर लागत में वृद्धि। BRUS मार्ग युद्ध जोखिम, प्रतिस्पर्धात्मक लाभ के प्रत्यक्ष प्रभाव के बिना रहता है।\n\n## बाज़ार\n- **ड्रयूरी डब्ल्यूसीआई:** $2,279/40 फीट (+5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसडब्ल्यूसी:** $2,352/40 फीट (+14.5% साप्ताहिक)\n- **एससीएफआई शंघाई-यूएसईसी:** $3,624/40 फीट (+12% साप्ताहिक)\n- **बंकर वीएलएसएफओ:** सिंगापुर ~$1,100/टन | ह्यूस्टन ~$670/टन\n- **USD/BRL:** 5.23 (स्थिर)\n- **यूएस ग्लोबल टैरिफ:** 15% (धारा 122)\n\n## 🌍 समाचार\n\n1. **[मालभाड़ा] लगातार चौथी वृद्धि।** डब्ल्यूसीआई $2,279, एससीएफआई में उछाल। अप्रैल के लिए होर्मुज़ + बंकर + वाहक FAK दरें ($3,500/FEU CMA CGM)। मार्च में आपातकालीन ईंधन अधिभार 75% से अधिक बढ़ गया। [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[बीआर स्टोन] रिकॉर्ड निर्यात।** ब्राजील का प्राकृतिक पत्थर क्षेत्र 2025 में 1.5 बिलियन अमेरिकी डॉलर (+17.5%) तक पहुंच गया। यूएस = कुल का 53.6% ($795 मिलियन)। ब्राजील कवरिंग्स लास वेगास में उपस्थित (मार्च 30 - अप्रैल 20)। [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[बीआर वुड] 50% टैरिफ भार।** अगस्त/2025 टैरिफ के बाद अमेरिका को लकड़ी का निर्यात 55% गिर गया। धारा 301 की जांच चल रही है, नतीजे 2026 में आने की उम्मीद है। बीआर कंपनियां मध्य पूर्व और एशिया में विविधता लाना चाहती हैं। [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[सैंटोस] टेकोन 10, पहली छमाही की नीलामी।** 10+ इच्छुक पार्टियाँ, बीआरएल 6.4 बिलियन निवेश। अकाउंट्स कोर्ट ने पहले चरण में मौजूदा ऑपरेटरों (मार्सक/एमएससी को प्रभावित कर सकता है) को ब्लॉक करने की सिफारिश की है। [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[ईंधन] एमजीओ निर्यात पर 50% कर।** 12 मार्च से, बीआर बंदरगाहों में एमजीओ की मांग \"न के बराबर\" है। जहाज वीएलएसएफओ की ओर पलायन कर रहे हैं। कैबोटेज लागत पर प्रभाव. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[सड़क माल ढुलाई] अनंतिम उपाय 1.343/2026।** सरकार ने ट्रक चालकों की हड़ताल को रोकने के लिए सड़क माल ढुलाई पर नियंत्रण कड़ा कर दिया है। अनिवार्य CIOT, R$1M से R$10M तक जुर्माना। आंतरिक परिवहन लागत पर असर पड़ सकता है. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. **[सरकार] निर्यात और प्रतिस्पर्धात्मकता के वित्तपोषण के लिए 15 अरब डॉलर का पैकेज**, 26 मार्च को घोषित किया गया। इसमें अमेरिकी टैरिफ से प्रभावित क्षेत्र शामिल हैं। [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[वाहक] हापाग-लॉयड:** होर्मुज के माध्यम से पुनः रूट करने पर अतिरिक्त $40-50M/सप्ताह का खर्च आता है। सीएमए सीजीएम एफएके दरें $3,500/एफईयू 1 अप्रैल से प्रभावी। हापाग जीआरआई $400/सीएनटीआर ईसीएसएएनए 04/04 से प्रभावी। [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "title_tr": "Pazar özeti: ithalatçılar ve ihracatçılar için deniz taşımacılığı güncellemesi", "summary_tr": "Uluslararası yük piyasasının analizi.", "category_tr": "Piyasa özeti", "content_tr": "Claudete dos Santos tarafından derlenmiştir 🔄\n\n## VURGULAMA\nNavlun fiyatları art arda 4 haftadır artıyor. Drewry WCI 2.279$/40ft'e ulaştı (haftalık +%5). Tensions in the Strait of Hormuz and bunker costs drive increases. BRUS rotası, Savaş Riski ve rekabet avantajından doğrudan etkilenmeden kalır.\n\n## PAZAR\n- **Drewry WCI:** 2.279$/40ft (haftalık +%5)\n- **SCFI Shanghai-USWC:** $2,352/40ft (+14.5% weekly)\n- **SCFI Shanghai-USEC:** $3,624/40ft (+12% weekly)\n- **Bunker VLSFO:** Singapur ~1.100$/ton | Houston ~670$/ton\n- **USD/BRL:** 5,23 (durağan)\n- **ABD Küresel Tarifesi:** %15 (Bölüm 122)\n\n## 🌍 HABER\n\n1. **[Freight] 4th consecutive increase.** WCI $2,279, SCFI surges. Hormuz + bunker + carrier FAK rates for April ($3,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US$1.5 billion in 2025 (+17.5%). ABD = toplamın %53,6'sı (795 milyon dolar). Brezilya, Coverings Las Vegas'ta (30 Mart - 20 Nisan) sahneye çıkıyor. [🔗](https://www.stoneworld.com/articles/95426-brazil-reports-outstanding-revenue-increase-from-2025-stone-exports)\n\n3. **[BR Wood] 50% tariff weighs.** Wood exports to the US fell 55% after the August/2025 tariff. Section 301 investigation underway, results expected in 2026. BR companies seek to diversify to the Middle East and Asia. [🔗](https://treefrogcreative.ca/brazilian-wood-product-exports-to-the-us-facing-tariff-pressure/)\n\n4. **[Santos] Tecon 10, 1. yarı açık artırma.** 10'dan fazla ilgili taraf, 6,4 milyar BRL yatırım. Sayıştay, 1. aşamada mevcut operatörlerin (Maersk/MSC'yi etkileyebilecek) engellenmesini önermektedir. [🔗](https://www.bairdmaritime.com/shipping/ports/brazil-sets-march-2026-auction-date-for-santos-port-terminal)\n\n5. **[Yakıt] MGO ihracatında %50 vergi.** 12 Mart'tan bu yana BR limanlarında MGO talebi \"mevcut değil\". VLSFO'ya geçiş yapan gemiler. Kabotaj maliyetlerine etkisi. [🔗](https://discoveryalert.com.au/brazilian-marine-fuel-export-tax-2026-demand-slumps/)\n\n6. **[Road Freight] Provisional Measure 1.343/2026.** Government tightens control over road freight to prevent truckers' strike. Zorunlu CIOT, 1 milyon R$'dan 10 milyon R$'a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R$'lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)", "image": "/assets/blog/2026-03-27-og.png", "image_alt_en": "Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters", "image_alt_pt": "Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"},279, SCFI surges. Hormuz + bunker + carrier FAK rates for April (,500/FEU CMA CGM). Acil durum yakıt ek ücretleri Mart ayında %75'in üzerinde arttı. [🔗](https://container-news.com/wci-rises-for-fourth-straight-week-to-2279/)\n\n2. **[BR Stone] Record exports.** Brazil's natural stone sector reached US dan 10 milyon R a kadar para cezaları. Dahili nakliye maliyetlerini etkileyebilir. [🔗](https://brazilstockguide.com/insights/brazil-tightens-freight-rules-mp-ciot/)\n\n7. İhracatı ve rekabetçiliği finanse etmeye yönelik **[Hükümet] 15 milyar R lık paket**, 26 Mart'ta açıklandı. ABD tarifelerinden etkilenen sektörleri içerir. [🔗](https://www.thestar.com.my/news/world/2026/03/26/brazil-unveils-plan-to-boost-exports-amid-global-tensions)\n\n8. **[Taşıyıcılar] Hapag-Lloyd:** Hürmüz üzerinden yeniden yönlendirmenin maliyeti haftalık ekstra 40-50 milyon dolar. CMA CGM FAK oranları 1 Nisan'dan itibaren 3.500 $/FEU'dur. Hapag GRI 400 $/konteyner ECSANA 04/04'ten itibaren geçerlidir. [🔗](https://theloadstar.com/surging-fuel-costs-lift-spots-for-now/)","image":"/assets/blog/2026-03-27-og.png","image_alt_en":"Sync Port editorial cover for Market bulletin: sea freight update for importers and exporters","image_alt_pt":"Capa editorial da Sync Port para Boletim de mercado: atualização de frete marítimo para importadores e exportadores"}