# Grain Dry Bulk Flows  — Breakwave Advisors

> US grain exports to Mexico rose from 7.6% of the market in 2022 to 9.3% in 2024. Handysize (51.6%) and Supramax (39.4%) vessels account for over 90% of shipments to Mexico. A thaw in US-China relations could redirect some volumes back toward China and shift demand toward larger Panamax vessels.

- Date: 2025-05-08 · published 2025-05-08T12:00:00.000Z
- Category: trade · region Mexico · magnitude low
- Page: https://feedsoft.ai/events/16943-grain-dry-bulk-flows-breakwave-advisors
- Commodities: [Ocean Grain Freight](https://feedsoft.ai/c/OCEANFRT.md)

## Why it matters

Steady Mexican demand supports Handysize and Supramax freight volumes, while a China revival would lift total export demand but change the vessel mix. Shifts in destination change which freight segments gain or lose.

## Read by commodity

- OCEANFRT: bullish ▲

## Sources

- breakwaveadvisors.com: https://www.breakwaveadvisors.com/insights/2025/5/8/grain-dry-bulk-flows

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.