Weekly Freight Recap: 10/04/25
Apr 10, 2025
PANAMAX Atlantic: The market remained under pressure with falling rates driven by oversupply and limited fresh demand. While some activity was seen out of South America, it wasn’t enough to shift sentiment. Charterers maintained control, and offers remained far apart from bids, especially on transatlantic routes. Overall, market participants remained cautious, with attention also diverted by global financial uncertainty.
Pacific: Rates continued to slide amid a growing tonnage list and weak cargo activity from key regions like Indonesia and North Pacific. Although there were some fixtures ex-Australia, overall momentum stayed weak. Owners faced difficulty maintaining rate levels as demand lagged behind supply, keeping sentiment bearish.
SUPRAMAX Atlantic: The region saw limited fresh inquiry and continued pressure on rates, particularly for backhaul cargoes. Some areas remained balanced, like the South Atlantic, but overall mood was cautious. Owners were hesitant to reduce offers further, though little new business emerged to change the outlook.
Pacific: Activity slightly picked up following holidays in Indonesia, leading to more resistance from owners. However, the overall market stayed soft, with rates modest and gains limited. Fixtures emerged from Indonesia and East Kalimantan, but with no broad rebound in sight.
HANDYSIZE Atlantic: The market remained weak across the US Gulf and South America due to increased tonnage and insufficient demand. Europe stayed relatively stable but without notable improvements.
Pacific: Rates slipped further as pressure continued across Asia. The tonnage list grew longer while demand stayed thin, causing fixtures to trend below previous levels. Overall sentiment remained soft across the board.
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.
