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Shipping & Logistics

Dry bulk and container freight indices

Shipping Market Context

  • -Capesize rates volatile on iron ore/coal demand swings
  • -Panama Canal operations normalized — daily transits restored to ~34 after 2024 drought
  • -Red Sea rerouting continues — longer ton-miles support rates
  • -Global fleet growth continues at ~3% annually with new vessel deliveries
  • -Seasonal Q1 weakness typical for dry bulk rates