Weekly Freight Recap: 25/04/24
Apr 25, 2024
PANAMAX
Atlantic: Activity decreased in the North Atlantic, with most recent cargoes covered, indicating potential rate adjustments downward. However, the ECSA remained relatively steady with decent demand projected from mid-May.
Pacific: Signs of weakening were observed, especially from Indonesia, due to a seasonal dip in coal demand. Despite a stable tonnage count, a lack of bids cast uncertainty on the true market value.
SUPRAMAX
Atlantic: Healthy activity levels were observed across the basin for geared sizes. Markets continued to push, albeit stronger than seasonality suggests. Signs of market flattening were noted, with expectations of a sideways trend in the near future.
Pacific: After days of lackluster activity, an increase in cargo volumes from ECSA was observed. Improved commodity prices are expected to bring more cargoes into the market in the coming weeks. Period market remains strong, with major operators scouting for long period tonnage.
HANDYSIZE
Atlantic: Pressure mounted on prompt tonnage, with limited fresh enquiry reported. While stability prevailed, there were indications of potential rate adjustments as activity slowed in the South Atlantic.
Pacific: Positivity remained evident, with a steady flow of fresh enquiry across all loading regions. Owners continued to see small gains, indicating a relatively stable market in the Asia region.
Weekly Recaps
Commodities
Agri- Commodities:
11-15/08/25 Agri
Aug 18, 2025
Grain markets experienced another volatile week as political developments, trade disputes, and bearish USDA data drove sentiment. Early in the week, soybeans surged on speculation that Chinese buying might resume following Donald Trump’s extension of tariff pauses, but corn and wheat failed to follow. Export inspections painted a mixed picture, with corn and soybeans performing well while wheat lagged. The USDA’s August WASDE loomed large over the market, with traders bracing for higher yield estimates.
Freight
Freight Recap:
14/08/25
Aug 14, 2025
The dry bulk market presented a mixed performance this week, with the Supramax segment edging higher, Handysize holding steady with minor gains, and Panamax showing a regional split — weaker in the Atlantic, firmer in the Pacific.
Commodities
Agri- Commodities:
04–08/08/25 Agri
Aug 11, 2025
Grain markets swung sharply this week, rebounding midweek before easing, driven by yield outlooks, export data, and geopolitical headlines.
Freight
Freight Recap:
7/08/25
Aug 07, 2025
Port of Callao halted operations after an Evergreen ship lost 50 containers during rough weather. Meanwhile, July's freight data shows the market stuck in a supply-heavy “holding pattern,” with capacity expanding but pricing rising faster — suggesting a slow, uneven recovery in logistics and transportation
