Weekly Freight Recap: 28/02/25

Feb 28, 2025

PANAMAX Atlantic: The Panamax market maintained its positive momentum, following typical seasonal trends. The North Atlantic remained steady, with limited vessel availability supporting owners’ expectations. In contrast, the South Atlantic saw a more dynamic market, with increasing demand driving improved sentiment and stronger negotiations.

Pacific: The Pacific market experienced further gains, supported by a tight balance between vessel supply and demand. Grain and mineral cargoes continued to see healthy interest, contributing to the firming market. Future sentiment remains optimistic, with expectations of further strengthening as the month progresses. Period activity also saw increased interest, reflecting confidence in market conditions.

SUPRAMAX Atlantic: The Atlantic Supramax sector remained active, although some signs of stabilization appeared in the US Gulf as fresh inquiries slowed. The Mediterranean market held steady, while the South Atlantic remained balanced with a mix of opportunities. Fixture activity continued, with vessels securing steady employment for regional and long-haul trades.

Pacific: Asia continued its upward trend, with strong demand supporting higher rates. An increase in backhaul business further contributed to market stability, while period interest remained firm. The regional market remained competitive, with charterers actively pursuing available tonnage.

HANDYSIZE Atlantic: The Handysize market remained firm across the Atlantic, with steady demand in both the North and South. The US Gulf and South Atlantic continued to see stable activity, while the Continent and Mediterranean recorded slight improvements. Owners maintained confidence in rate levels, leading to firm negotiations.

Pacific: The Pacific market saw increased activity, particularly in North China and Southeast Asia, where vessel supply tightened. Spot demand remained healthy, supporting firmer levels. There was also a rise in interest for period employment, indicating stable longer-term market expectations.

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.

Commodities

Agri- Commodities:
15-19/09/25 Agri

Sep 22, 2025

Corn prices plunged to start the week, erasing Friday’s surge and realigning with USDA’s supply outlook. Wheat and soybeans briefly rallied on news of an upcoming Trump–Xi call but lost momentum as doubts over Chinese buying resurfaced.

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