Shifts in Cement trade help support the Supramax Market
China's property slump has turned Asia's cement trade inside out. The cargo has not grown much, but it now travels much further, and Supramaxes are doing most of the extra work.
China's property slump has turned Asia's cement trade inside out. The cargo has not grown much, but it now travels much further, and Supramaxes are doing most of the extra work.
West Africa’s dry bulk exports reached 202 Mt in 2025 and our forecast has 303 Mt by 2030, led by Simandou iron ore. Here is what that means for Capesize demand.
The Panamax market firmed materially through the spring [...]
A remarkable run has Supramax spot near $19,000/day. Our model says May is the peak — here's what's driving the strength and why the forward path looks softer.
Will the Gulf reopen by summer, or is this a prolonged disruption? We lay out two scenarios — short and sharp vs. extended conflict — and the freight rate implications of each.
The supportive case — and why it's not playing out [...]
Tankers grab the headlines, but the dry bulk market is feeling it too. We break down the trade, vessel, and charter rate impacts of the US-Iranian conflict.
Here is a quick introduction to the freight rate [...]
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China's leadership is making a concerted effort to bolster [...]
Economic News The IMF have updated their World Economic Outlook [...]
The debate over the role of domestic steel in the [...]
Tata Steel is in a standoff with the Labour Party [...]
When importing data from our client server into Excel you [...]
We've split the world into 20 zones to help with [...]
Agribulk trade in Odessa, Ukraine: Loading grain into holds [...]
The war has led to the closure of Ukrainian Black [...]