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Coal shipments to India fell 7% year on year between January and October because higher import costs from a weaker rupee and firmer coal prices weighed on demand. Thermal coal demand remains strong from the power sector, which is drawing down inventories.
Coal is not a feed commodity in this set, and the story is about dry bulk shipping volumes; it offers only an indirect signal on energy-driven fuel switching and freight demand, with little direct effect on feed prices.
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.