Weekly Freight Recap: 06/02/25
Feb 06, 2025
PANAMAX Atlantic: Strong demand from South America pushed rates higher, with fronthaul routes tightening tonnage. The market remained firm for February-March arrivals, though long-term gains may be capped by weaker coal demand and slower economic growth.
Pacific: Steady grain shipments from North Pacific and improved coal and mineral volumes from Indonesia supported rates. Market sentiment remained positive, but sustained strength will depend on consistent cargo flows.
SUPRAMAX Atlantic: The market showed signs of recovery, particularly in the U.S. Gulf and South Atlantic. More cargo emerged, but the Continent-Mediterranean remained weak and needed fresh demand to push rates higher.
Pacific: Rates improved post-Lunar New Year, with increased activity in the Indian Ocean and Southeast Asia. Period interest picked up, especially in the Supra/Ultra segments, keeping sentiment positive.
HANDYSIZE Atlantic: The West Mediterranean showed improved cargo flow, while the East remained sluggish. The U.S. Gulf market stayed stable, and the South Atlantic saw some positional gains but remained flat overall.
Pacific: The North China market saw tight tonnage, leading to stronger bids. Southeast Asia showed more activity, though some routes lacked fresh cargo. Overall, market sentiment improved slightly.
Weekly Recaps
Freight
Freight Recap:
2/10/25
Oct 02, 2025
The dry bulk market displayed mixed conditions, with Handysize maintaining its upward momentum, Supramax undergoing further corrections, and Panamax continuing to weaken across both basins. Atlantic activity showed some resilience in smaller segments, while Asia was muted due to regional holidays. Broader sentiment in larger segments remained under pressure, influenced by excess tonnage and soft FFA signals.
Commodities
Agri- Commodities:
22-26/09/25 Agri
Sep 29, 2025
Grain markets opened the week under pressure after Argentina suspended export taxes on soy, corn, wheat, and by-products. The move sparked expectations of aggressive short-term sales, sending Chicago wheat to fresh contract lows and weighing on soybeans and soy products. MATIF wheat held just above recent lows ahead of Algeria’s tender, though sentiment remained weak as U.S. futures fell again and the euro strengthened to 1.18. U.S. inspections showed lighter soybean and corn volumes, while wheat topped expectations. Crop progress confirmed steady harvest advances but slight condition declines, with winter wheat planting just behind forecasts.
Freight
Freight Recap:
25/09/25
Sep 25, 2025
The dry bulk market showed a split tone. Handysize remained constructive on selective strength, Supramax was steady-to-softer with Atlantic support offset by Pacific pressure, and Panamax firmed on the day with more activity in both basins.
