Drewry expects the dry bulk market to stabilise in 2026 with bauxite exports rising 8.6% and South American soybean transport becoming a key variable. Over 600 new dry bulk vessels are due for delivery, a decade high, mainly medium-sized types.
A large vessel delivery wave points to future freight-rate pressure, while growing South American soybean flows could lift demand for Panamax and Supramax capacity.
Not enough comparable past events yet for a historical read.
After 563 past neutral report events, Soybeans moved a median -0.1% over 5 sessions (48% higher; middle half -1.7% to +1.6%), and -0.1% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.