Weekly Freight Recap: 27/03/25
Mar 27, 2025
PANAMAX Atlantic: The Panamax market remained firm, driven by strong demand from South America, particularly for fronthaul voyages. While there were reports of some cargoes fixing at slightly lower levels, overall sentiment stayed positive. Owners held firm on rates, and tonnage availability tightened, supporting the upward momentum.
Pacific: Earlier concerns over weaker coal demand faded as fresh cargo flows from Australia and Indonesia provided stability. NoPac grain demand also contributed to market strength. Owners maintained a firm stance on rates, and the market showed resilience despite seasonal pressures.
SUPRAMAX Atlantic: Conditions were mixed, with some improvement in demand from Europe, though fixing activity remained limited. The US Gulf and South America saw balanced conditions, with sentiment varying by region. Rates remained steady, with some interest in longer voyages, but the overall pace of activity was slow.
Pacific: The market continued to face downward pressure, with limited fresh inquiry and a buildup of available vessels. Owners and charterers had differing expectations, making negotiations more difficult. While some fixtures were reported, market sentiment remained cautious.
HANDYSIZE Atlantic: The European market held steady, while the South Atlantic and US Gulf saw little change. Activity levels remained similar to previous days, with no significant shifts in rates or sentiment.
Pacific: Despite a buildup of tonnage, steady demand helped absorb available capacity. Southeast Asia and the North Pacific showed some stability, though movements were gradual. Some period activity emerged, but details remained limited.
Weekly Recaps
Freight
Freight Recap:
13/11/25
Nov 13, 2025
The dry bulk market showed a mixed performance, with Handysize activity remaining limited, Supramax maintaining firmer sentiment, and Panamax extending its gains on stronger fundamentals. The Atlantic generally held a positive tone across most segments, while the Pacific remained steady but slower, with Asian Handysize and Supramax markets facing softer enquiry and longer tonnage lists. Period interest persisted in both Supramax and Panamax sectors, supported by balanced fundamentals and improving demand signals.
Commodities
Agri- Commodities:
03-07/11/25 Agri
Nov 10, 2025
Soybeans extended their rally on expectations of accelerating Chinese demand, while rumors of U.S. wheat sales to China lifted Chicago futures. Corn stayed firm after StoneX raised its U.S. yield estimate to 186.0 bu/acre, though many still expect revisions lower in upcoming reports. Harvest progress reached 91% for soybeans and 83% for corn, with winter wheat planting nearly complete at 91%.
Export inspections totaled 965k t of soybeans, 1.67 mmt of corn, and 350k t of wheat—broadly in line with expectations. Despite easing trade tensions, Chinese importers continued booking cheaper Brazilian soybeans, reportedly 20 cargoes for December through mid-2026. Kazakhstan’s agriculture ministry reported a 27.1 mmt total harvest, including 20.3 mmt of wheat, far above USDA’s 16 mmt estimate.
Freight
Freight Recap:
06/11/25
Nov 06, 2025
The dry bulk market experienced a generally softer tone this week, with most segments facing mild corrections. The Handysize and Supramax sectors saw limited fresh activity, while the Panamax market showed brief midweek stability before continuing its downward trajectory. Weak demand across basins and growing vessel availability placed pressure on rates, though select regional improvements offered some support.
Commodities
Agri- Commodities:
27-31/10/25 Agri
Nov 03, 2025
Grain markets opened the week firmer after upbeat headlines on a potential U.S.–China trade deal lifted risk appetite across commodities. The optimism came despite limited clarity on agricultural commitments and lingering pressure from weaker export data.
Russian wheat prices were slightly lower, while EU maize yields were trimmed further. In Argentina, the peso strengthened after President Javier Milei’s party secured a midterm victory. U.S. harvest progress advanced, though export inspections remained subdued.
