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Multipurpose vessel operators are more optimistic as port congestion, weather delays, vessel diversions and higher cargo demand from Asia have tightened capacity. The Journal of Commerce Breakbulk Ship Capacity Indicator fell to 79 in September from 96 in August, its lowest level since its February 2025 launch.
This is a breakbulk and project cargo shipping story with little direct link to feed grain or oilseed flows, so its effect on feed commodity prices is minimal.
Not 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.