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Breakwave's bi-weekly dry bulk report says trade-policy headlines dominate freight sentiment, with a potential US-China agreement improving sentiment for grain-focused Panamax and Supramax segments. The report expects Capesize spot activity to pick up in early-to-mid November while near-term rate direction remains downward.
A US-China grain deal would support grain freight demand and rates, but the report views a meaningful adjustment as unlikely, so the freight impact for feed buyers is limited.
breakwaveadvisors.comBreakwaveOct 28, 2025Not enough comparable past events yet for a historical read.
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.
