20 Panorámica general del sector del Project Cargo OVERVIEW OF THE PROJECT CARGO INDUSTRY wind energy, hydrogen and industrial decarbonizat ion projects”; Mexico and i ts border wi th the US are gaining prominence due to the nearshor ing ef fect , and West Af r i ca i s beginning to consol idate as a destination for investment in energy and infrastructure. On the other hand, Castel lano sees a slowdown in China and South Amer i ca , where pol itical and economic uncertainty is slowing down investment decisions, which is causing Across Logistics to adapt its routes and presence ”to remain close to these new sources of demand”. LOWER FREIGHT VOLATILITY As one of the main indicators of the Project Cargo market , the behavior of freight rates of fers data for analys i s . In thi s sense, the evolution of freight rates in the Project Cargo sector ”has fol lowed an interest ing curve” , says Núria Díaz, from Aprojects, who observes how after the peak exper ienced in 2021 and 2022, ”pr ices were fal l ing progressively throughout 2023 in a downward trend that was broken in March 2024, when we began to see a sustained rise, although not particularly sharp”. Thus, the market gradual ly recovered i ts tone dur ing the rest of the year, unt i l i t reached relative highs in early 2025. Since then, the industry has observed ”some volati l ity” with weeks with downward adjustments and other weeks with smal l increases, ”which ref lects a market that is react ing in the short term, heavi ly inf luenced by external factors.” ”It is a market that requires constant monitoring, so it is not enough to know the freight pr ice today, but to understand why it is moving and how it can impact the next movements of the project ,” concludes Diaz. In the opinion of TIBA’s Ignacio Lei ra, 2024 was a year of ”moderate increase” in freight sión, lo que está haciendo que Across Logístics esté adaptando sus rutas y presencia “para seguir cerca de estos nuevos focos de demanda”. MENOR VOLATILIDAD DE LOS FLETES Como uno de los principales indicadores del mercado del Project Cargo, el comportamiento de los fletes ofrece datos para su análisis. En este sentido, la evolución de los fletes en el sector del Project Cargo “ha seguido una curva interesante”, dice Núria Díaz, de Aprojects, quien observa cómo tras el pico vivido en 2021 y 2022, “los precios fueron cayendo de forma progresiva a lo largo de 2023 en una tendencia bajista que se rompió en marzo de 2024, cuando empezamos a ver una subida sostenida, aunque no especialmente brusca”. Así, el mercado fue recuperando tono durante el resto del año, hasta llegar a máximos relativos a principios de 2025. Desde entonces, el sector observa “cierta volatilidad” con semanas con ajustes a la baja y otras semanas con pequeñas subidas, “lo que refleja un mercado que está f El año 2024 experimentó una dinámica de crecimiento sostenido impulsada por grandes proyectos de infraestructura, energías renovables y la reactivación de mercados emergentes. / The year 2024 experienced a sustained growth dynamic driven by large infrastructure projects, renewable energies and the reactivation of emerging markets. “VEMOS QUE LA DISPONIBILIDAD DE BUQUES MULTIPROPÓSITO Y HEAVY-LIFT ES RAZONABLE, PERO LA ESCASEZ SE DA EN VENTANAS CRÍTICAS O RUTAS MUY ESPECÍFICAS, SOBRE TODO CUANDO COINCIDEN VARIOS GRANDES PROYECTOS”, DICE JUAN CASTELLANO, GROUP OVERSEAS MANAGER DE ACROSS LOGISTICS
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