Weekly Freight Recap: 16/01/25
Jan 16, 2025
PANAMAX Atlantic: The Atlantic market faced persistent challenges with limited demand from South America and an oversupply of tonnage. Northern regions saw fixtures concluded at discounted levels due to scarce activity, while grain trades struggled to hold steady. Ballaster positions remained under pressure, reflecting subdued sentiment.
Pacific: The Pacific market offered slightly more activity on longer routes, particularly NoPac runs, but shorter voyages faced significant rate pressure. Grain trades in the East provided some support, but overall, the market remained weak due to oversupply. Recovery is unlikely before increased coal trades and South American soybean exports boost activity.
SUPRAMAX Atlantic: Weak demand and abundant tonnage supply kept rates under pressure across the region. The US Gulf showed signs of stabilizing for transatlantic runs, but the Continent and Mediterranean markets remained quiet. Slight improvements in the South Atlantic were insufficient to balance the market.
Pacific: Soft demand and a growing tonnage list dominated, with owners adjusting expectations amid limited fresh cargo availability. Charterers continued to hold the upper hand across the basin. HANDYSIZE Atlantic: Activity was sparse across the US Gulf, South Atlantic, and Mediterranean regions, where excessive tonnage weighed heavily on sentiment.
Pacific: The market stayed under pressure, with Southeast Asia seeing a buildup of tonnage and limited demand. Rates remained weak with no signs of imminent recovery.
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
