# Breakwave Bi-Weekly Dry Bulk Report - October 28, 2025  — Breakwave Advisors

> 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.

- Date: 2025-10-28 · published 2025-10-28T12:00:00.000Z
- Category: report · region Global · magnitude low
- Page: https://feedsoft.ai/events/22601-breakwave-bi-weekly-dry-bulk-report-october-28-2025-breakwave-advisors
- Commodities: [Ocean Grain Freight](https://feedsoft.ai/c/OCEANFRT.md)

## Why it matters

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.

## Read by commodity

- OCEANFRT: neutral

## Sources

- breakwaveadvisors.com: https://www.breakwaveadvisors.com/insights/20251028db-jhy44lo4j478

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