July 2025

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31-July-2025

The Baltic Dry Index (BDI) extended its losing streak to a fourth consecutive session on Wednesday, dropping 114 points to 1,995 points, the lowest level recorded since 16 July 2025, as weakening demand impacted all bulk carrier segments, while the Baltic Capesize Index (BCI) declined by 290 points to 3,186, marking a one-week low and registering its third straight session of losses, with average daily earnings for capesize bulk carriers falling by $2,408 to $26,422, and the Baltic Panamax Index (BPI) decreased by 52 points to 1,689, reaching its lowest since 9 July 2025 and marking its eleventh consecutive session of decline, as average daily earnings for panamax bulk carriers slipped by $468 to $15,203, while the Baltic Supramax Index (BSI) dropped 10 points to 1,271, falling to its lowest level in over two weeks.

 

 

30-July-2025

The Baltic Dry Index (BDI) declined on Tuesday by 117 points to 2,109 points, marking its lowest level since 22 July 2025, as softening demand across all ship segments applied downward pressure, with the Baltic Capesize Index (BCI) falling 298 points to 3,476, also the lowest level in a week, while average daily earnings for capesize bulk carriers dropped by $2,466 to $28,830, and the Baltic Panamax Index (BPI) decreased by 57 points to 1,741, its weakest point since 10 July 2025, with average daily earnings for panamax bulk carriers down $509 to $15,671, as the Baltic Supramax Index (BSI) also slipped 8 points to 1,281.

 

 

30-July-2025

China’s economy expanded by 5.2% in Q2 2025, slowing slightly from 5.4% in Q1 2025 but surpassing the market consensus of 5.1%, with limited tariff impacts contributing to the outperformance of the official 5.0% growth target; domestic consumer activity remained subdued, with retail sales increasing by 4.8% in June 2025, down from 6.4% in May 2025, while electric vehicle (EV) sales surged 32% year-on-year in the first half of 2025 to 5.5 million units, now accounting for 50% of passenger car sales; demand for imported non-ferrous ores including bauxite and battery metals is projected to rise, boosting dry bulk trade, with aluminium production climbing 3.4% year-on-year in June 2025 and 3.3% for the first half, whereas steel production declined 3.9% month-on-month and 9.2% year-on-year in June to 83.18 million tonnes, and total output for H1 2025 fell 3% year-on-year to 514.8 million tonnes; iron ore imports defied falling steel output, rising 8% in June over May to reach 106 million tonnes as Chinese importers capitalized on price dips to $93.35 per ton on 1 July, rebounding to around $98 by 17 July 2025; the dry bulk carrier market showed strong performance in July 2025 despite the Baltic Dry Index (BDI) averaging 1,598 points so far—below June’s 1,686 average—with the recovery in Chinese iron ore intake lifting the Baltic Capesize Index (BCI) by 43% in July to 3,021 from 2,111 at the end of June, fully recouping losses since 19 June 2025 and setting the stage for a potential break above the previous 3,660 peak logged on 17 June 2025, as brokers cite steady demand and balanced tonnage, while the Baltic Capesize Index (BCI) C5 rate rallied from $7,904 on 27 June 2025 to $23,836 by 17 July 2025, and freight on the Brazil–China capesize route jumped 32% to $22,068; panamax bulk carrier earnings also advanced, with the Baltic Panamax Index (BPI) P5TC rate rising 29% from $13,502 on 30 June 2025 to $17,399 on 17 July 2025—its highest mark since June 2024—supported by South American grain activity and Chinese coal imports, as TCEs for panamax bulk carriers from the Continent to China via the US Gulf (USG) and Panama increased 30% to $26,450, while the US Gulf (USG) to China voyage rose 34% to $25,673, Brazil to China via Panama added 27% to reach $17,289, South China to Indonesia gained 26% to hit $15,122, and North Pacific round trips via the US West Coast (USWC) moved up 18% to $14,729; the ultramax bulk carrier market has mirrored the surge, with a 63,000 DWT ultramax bulk carrier earning 37% more on the China–Indonesia round voyage at $13,793, while the China–Indonesia–India leg grew 31% to $16,818, the US Gulf (USG) to China via Panama route soared 46% to $28,418, and Argentina to China rose 39% to $21,771, while in the Atlantic, the US Gulf (USG) to ARAG route climbed 42% to $29,021 and the West Africa–Argentina–ARAG trip increased 31% to $17,771, lifting the average July TCE for ultramax bulk carriers to $12,687—the highest level since October 2024; handysize bulk carrier earnings rebounded as well, with the Baltic Handysize Index (BHSI) H7 up 6% to $12,066, the Continent–US Gulf (USG) route rising 8% to $8,496, the reverse direction falling 7% to $15,514, ARAG–Argentina voyages gaining 15% to $6,439, the return trip up 3% to $18,211, South China–Australia round voyages advancing 8% to $12,431, and China–North Pacific (NOPAC) circuits up 10% to $11,669; with the bulk carrier market historically strengthening in Q3, July 2025 stands out as the strongest month of the year so far, fueling optimism among shipowners for continued market strength into the latter half of the year.

 

 

29-July-2025

The Baltic Dry Index (BDI) declined on Monday by 31 points to reach 2,226 points as all bulk carrier segments recorded losses, with the Baltic Capesize Index (BCI) falling 55 points to 3,774 and average daily earnings for capesize bulk carriers decreasing by $460 to $31,296, while the Baltic Panamax Index (BPI) dropped 40 points to 1,798, marking its lowest level since 10 July 2025, with average daily earnings for panamax bulk carriers falling by $360 to $16,180, and the Baltic Supramax Index (BSI) slipping 5 points to 1,289; simultaneously, iron ore prices softened as investors awaited signals from the upcoming high-level Politburo meeting in China and the anticipated trade negotiations between the United States and China, with recent trade developments such as the framework agreement reached on Sunday between the United States and the European Union—introducing a 15% import tariff on most EU goods, which is half of the previously proposed rate—viewed as a constructive move that reduces trade tensions and enhances confidence in global trade flows, particularly between major economic blocs like the United States, the European Union, and Japan, which collectively represent close to one-third of global trade volume.

 

 

29-July-2025

Panamax bulk carrier rates remain under sustained pressure as average spot rates for panamax bulk carriers have declined for nine consecutive trading days as of Monday, with the downward trend persisting into the start of the week and period charter rates also beginning to weaken. Tonnage availability is gradually increasing, pointing to the likelihood of additional rate declines ahead. On Monday, average spot rates for panamax bulk carriers fell for the ninth straight session, shedding another $360 to settle at $16,180 per day.

 

 

28-July-2025

Capesize Bulk Carrier Market – Baltic Capesize Index (BCI)

The Baltic Capesize Index (BCI) 5TC maintained its strength from Tuesday and gained further momentum as the week progressed, surpassing the $30,000 mark and ending Friday at $31,756, representing a weekly increase of over $6,000. In the North Atlantic capesize bulk carrier market, strong transatlantic and fronthaul fixtures were underpinned by a long list of cargoes and a tight supply of available tonnage. Transatlantic round voyages are currently paying around $42,000 per day, while fronthaul time charter trips are achieving rates exceeding $60,000 daily. In Brazil, consistent upward pressure from firm bids and offers pushed the Brazil–China route up to $24.75 for end-August laycan, marking a $1.70 gain week-on-week. In the Pacific capesize bulk carrier market, the Baltic Capesize Index (BCI) C5 climbed by more than 50 cents to $10.57 on Thursday, reaching a six-week high before softening slightly to $10.28 on Friday due to reduced trading activity heading into the weekend. In the period market, a newcastlemax bulk carrier scheduled for delivery in North China next month was reportedly fixed for a three-year charter at $30,000 per day.

Panamax Bulk Carrier Market – Baltic Panamax Index (BPI)

The panamax bulk carrier market recorded a weaker performance this week, with rates softening across all regions. The Atlantic basin remained largely focused on fronthaul routes, supported by steady grain exports from the North Coast of South America (NCSA) and ongoing mineral cargoes from the U.S. East Coast (USEC) to India. Mid-week reports indicated that an 81,000-DWT kamsarmax bulk carrier fixed a fronthaul trip from Spain at $29,000 per day. However, an oversupply of ships in the North Atlantic and declining transatlantic demand weighed on rates, with no clear bottom in sight. In the Asian market, early-week volume from Australia held firm, though North Pacific activity (NOPAC) was weaker, and limited support from South America led to eroding rates. A deal was concluded for an 82,000-DWT kamsarmax bulk carrier delivery Japan, fixed for a round trip via Australia at $15,250. Period activity was limited, but among the few fixtures reported was a scrubber-fitted 82,000-DWT kamsarmax bulk carrier fixed for one year at $15,500, basis delivery in Japan.

Ultramax/Supramax Bulk Carrier Market – Baltic Supramax Index (BSI)

The Atlantic ultramax/supramax bulk carrier market slowed sharply, while the Pacific region maintained relatively stable momentum. Key Atlantic regions experienced a decline in demand, pushing fronthaul rates for ultramax bulk carriers down to $21,000. The South Atlantic saw similarly subdued conditions, with few chartering options available for shipowners. A 58,000 DWT supramax bulk carrier was fixed for a voyage from Argentina to the Arabian Gulf (AG) at approximately $15,800 plus a ballast bonus (BB) of $570,000. The Indian Ocean market was flat, with a 58,000 DWT supramax bulk carrier securing a trip from South Africa to China at $16,000 plus $170,000 BB. Sentiment was stronger in Asia, where a 53,000 DWT supramax bulk carrier fixed a backhaul voyage from North China to West Africa at about $16,000. Additionally, a 63,000 DWT ultramax bulk carrier was fixed for a trip from Singapore via Indonesia to South China at a rate close to $18,500. Market participants await next week for signs of further shifts.

Handysize Bulk Carrier Market – Baltic Handysize Index (BHSI)

The handysize bulk carrier market displayed a mixed trend this week, with regional variations across the Atlantic and Pacific basins. The Continent and Mediterranean regions remained subdued, with stable but unimproved rate levels. A 34,000-DWT handysize bulk carrier was fixed for a voyage from Morocco to the ARAG region at around $13,000. In the South Atlantic, minimal activity led to a softening of handysize bulk carrier rates. By contrast, the U.S. Gulf (USG) market was more active, with multiple fixtures recorded, although rates remained steady. One such fixture involved a 37,000 DWT handysize bulk carrier employed for a run from the SW Passage via USG to East Coast Mexico at approximately $15,500. The Pacific market showed modest rate gains supported by tightening tonnage availability. For example, a 34,000 DWT handysize bulk carrier open in North China was fixed for a trip to Malaysia at around $13,250.