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
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
