Why is the Supramax market so tight — and where does it go next?
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.
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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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 [...]
Data release dates of country trade data depends on the [...]
Cement trade in Context Concrete is the world’s most widely [...]
In the last few weeks, vessels have been disappearing [...]