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
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
