In an attempt to find some positive news in the market, it seems that Brazil can offer some respite. In a recent note, shipbroker Banchero Costa said that “Brazil soybean exports have been surging this year, thanks to a combination of strong demand fro…
Brazil soybean exports A Silver Lining in the Market Read More »
With dry bulk rates plunging and the profit plays in the tanker market soon expected to come to an end, the shipping industry is looking for clues towards the next upward cycle, as the global economy is slowly emerging from the self-imposed lockdown me…
Shipping Looking for Rebound Clues Read More »
Shipping is a seasonal business. Commodity producers and commodity consumers are subject to weather patterns that affect the flow of goods, both from a supply as well as a demand perspective. For dry bulk, seasonality is mainly focused on weather-relat…
Seasonality in Dry Bulk Shipping – An Exploitable Inefficiency Read More »
Capesize A tepid week for the big ships, as macro concerns continued to weigh heavily on the index. All of the major voyage routes lost value, with the exception of the C5 West Australia-China route, which traded up a modest $0.21 on the week, on a ste…
Capesize Market: Weakness All Around Read More »
With the global economy expected to be in recession mode from the second quarter onwards, expectations for a shipping industry rebound in 2020 are practically non-existent, with the sole silver lining being the low oil price environment, which has temp…
Shipping Is Just Waiting for the Inevitable Read More »