Capesize C3 & C5 Supply vs Demand C3 (Tubarao–Qingdao): The current forward balance indicates cumulative vessel supply tracking below expected demand early to late July 2026, before gradually exceeding it into early August, indicating increasing fo…
Weekly Dry Market Monitor: Week 27, 2026 Read More »
Chinese seaborne crude oil imports fell approximately 23% year-on-year in the first half of 2026, according to Signal Ocean vessel-tracking data, declining from roughly 1.87 billion barrels in H1 2025 to an estimated 1.44 billion barrels in H1 2026. Im…
China’s H1 Crude Imports Post Sharpest Drop Since War Began Read More »
China’s growing reliance on imported food, South America’s expanding dominance in agricultural exports and mounting geopolitical risks around fertiliser supply are reshaping global agricultural trade and will lead to 2.3% growth in global a…
China now buys 61% of the world’s traded soybeans Read More »
The sharp correction in VLCC freight rates over recent weeks suggests the market is entering a new phase. During the height of the Strait of Hormuz disruption, freight was primarily driven by concerns over vessel accessibility and uncertainty in transi…
VLCC: From Pricing Risk to Pricing Utilisation Read More »
Capesize The market staged an impressive recovery over the course of the week, reversing Monday’s subdued sentiment to finish on a firmly bullish note. What began with thin cargo volumes, cautious trading and limited miner participation gradually evolv…
Dry Bulk Market: Capesizes End the Week on Firm Note Read More »