Weekly Freight Recap: 12/06/25
Jun 12, 2025
PANAMAX Atlantic: The Panamax Atlantic market strengthened further, particularly in the North where limited tonnage availability led owners to raise offers. Charterers showed some resistance, but firmer bids began to appear, hinting at further upside. Fronthaul demand remained a key driver, while the South Atlantic appeared more mixed with less momentum. Overall, the northern part of the basin provided the strongest support, keeping sentiment buoyant.
Pacific: In Asia, confidence improved across the board. Consistent coal demand out of Indonesia and Australia helped clear prompt vessels, with rates trending upward. Despite some variation across trades, the overall tone was firm. Owners pushed for higher levels as enquiries grew, widening the bid-offer spread. Market participants remained cautiously optimistic heading into the new week.
SUPRAMAX Atlantic: The Supramax Atlantic market stayed quiet, though select pockets such as the US Gulf showed signs of strengthening. South America also gained attention, yet fixing activity was still limited. Brokers noted an uptick in enquiries but reported few concluded deals. Sentiment held steady, with owners hoping tighter tonnage may soon support firmer rates.
Pacific: Asia remained under pressure. Vessel oversupply and thin cargo availability kept rates from advancing, despite a few isolated fixtures. Indonesian coal trades continued to set the tone, but the wider market lacked momentum. Owners remained defensive, though signs of stability appeared by week’s end, particularly in Indian Ocean-related trades.
HANDYSIZE Atlantic: The Handy market in the Atlantic was balanced overall. The Continent and Mediterranean saw little change, with rates largely in line with recent fixtures. The South Atlantic held steady, while the US Gulf remained more active and benefited from strong cargo flows. The region continued to provide relative support to the broader segment.
Pacific: Asia saw muted activity, with market participants reporting a growing list of open ships. While demand remained weak, rate levels were mostly steady. Few fixtures emerged, and no major shifts in sentiment were observed, keeping the Pacific market in a holding pattern.
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
