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
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
