Weekly Freight Recap: 03/04/25
Apr 03, 2025
PANAMAX Atlantic: The market showed mixed signals, with some resistance from owners despite growing pressure on certain trades. Demand from South America remained steady, preventing a sharp decline in vessel employment in Southeast Asia. However, the North Atlantic continued to see an increase in available tonnage, with fewer fresh cargo inquiries, leading to a more cautious outlook.
Pacific: Uncertainty persisted, with slowing cargo interest from key loading regions, partly due to holiday disruptions. While owners held firm on rate expectations, declining demand for shipments from North America and Australia added to concerns. The upcoming wave of exports from South America is expected to provide short-term support, though macroeconomic factors and reduced coal shipments continue to weigh on long-term sentiment.
SUPRAMAX Atlantic: Market conditions remained uneven, with the US Gulf and South America presenting varied opportunities. While transatlantic runs showed some improvement, overall sentiment remained fragile. The European market remained subdued, with slow demand and limited fixtures.
Pacific: Tonnage availability continued to rise, while fresh inquiries were scarce. The region remained under pressure, and despite occasional fixtures, there were few signs of a broader market shift. Global holidays contributed to the slower pace of activity.
HANDYSIZE Atlantic: The market remained relatively unchanged, with stable fundamentals in Europe. While there was some fresh demand in the US Gulf and South America, it was not enough to significantly impact overall availability. Rates held steady without major fluctuations.
Pacific: The region also saw little movement, with a buildup of tonnage but no significant changes in demand. Cargo availability remained consistent with prior levels, and overall market sentiment remained cautious.
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.
