# Ship attack incidents continue to escalate, and uncertainty in the dry bulk shipping market is rising.

> BIMCO analyst Filipe Gouveia said geopolitical disruptions are weighing on the dry bulk outlook, with the effective closure of the Strait of Hormuz the largest uncertainty and attacks on ships and ports in the Black Sea adding risk. BIMCO set two 2027-2028 scenarios, one with Hormuz closed and one with it open. It expects supply-demand balance to deteriorate, with fleet growth outpacing demand, especially in Capesize.

- Date: 2026-11-14 · published 2026-11-14T12:11:47.121Z
- Category: logistics · region Global · magnitude medium
- Page: https://feedsoft.ai/events/99357-ship-attack-incidents-continue-to-escalate-and-uncertainty-in-the-dry-bulk
- Commodities: [Ocean Grain Freight](https://feedsoft.ai/c/OCEANFRT.md)

## Why it matters

Rising dry bulk freight costs and uncertainty raise the landed cost of imported feed ingredients, while a fleet oversupply later could ease freight rates.

## Read by commodity

- OCEANFRT: bullish ▲

## Sources

- worldports.org: https://www.worldports.org/ship-attack-incidents-continue-to-escalate-and-uncertainty-in-the-dry-bulk-shipping-market-is-rising/

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