Dry Cargo
Friday Big Picture Report
- Supply for 2019 A strong finish August 15th
- New Zealand’s Forestry Dilemma To de-bark or not to de-bark? August 8th
- Guinean bauxite traffic Watch out for the boost August 1st
- Market movements Rise and fall July 25th
- Retrofitting scrubbers Slow progress July 18th
- Soybean trade flows Grainers and losers July 11th
- The capesize market up, up and away July 4th
- 2019 so far Half way there June 27th
- Coal demand Not quite as clear as it was June 20th
- Australian Iron ore From major to minor June 13th
Event Impact Analysis
- Rio Tinto has overtaken Vale in terms of iron ore sales over the last 2 quarters July 26th
- Iron ore price hits five-year high while spreads continue to narrow July 25th
- FMG set record for quarterly shipments July 25th
- Chinese iron ore imports and stockpiles continue to fall July 24th
- Despite falling GDP growth, China’s steel production hits record highs July 24th
- China to commission 93 Mt/year of new steel capacity in 2020 July 23rd
- Vale reports on 2Q19 production and sales July 22nd
- Demurrage times at Vale’s Ponta da Madeira back to normal July 22nd
- Anglo American production report July 18th
- BHP’s FY19 iron ore production broadly unchanged from last year July 17th
Mid-Week Chartering Report
- August 20, 2019 August 21st
- August 13, 2019 August 14th
- August 6, 2019 August 7th
- July 30, 2019 July 31st
- July 23, 2019 July 23rd
- July 16, 2019 July 16th
- July 9, 2019 July 9th
- July 2, 2019 July 2nd
- June 25, 2019 June 25th
- June 18, 2019 June 18th
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