Dry Bulk Dry bulk markets continue to see diverging trends with the Capesize sector suffering under slack demand for iron ore, coal, and bauxite while Panamax and Supramax markets are higher on improved demand from the Atlantic and the East Coast of South America. Pacific markets have been relatively quiet. The Capesize FFA 5TC curve jumped sharply higher this week due to new attacks in the Red Sea and “aggressive” buying. The whole curve rose about $20,000/day, which makes a $4,000/day or more contango. The physical markets, however, have made no such similar rally, which makes arbitrage selling look like a likely very successful strategy. For the Panamax sector, the FFT 4TC curve saw strong buying interest on...
Key Market Insights The broad market is locked in on this week’s Trump-Xi meeting in Beijing, but this is no longer just a trade summit. Increasingly, the meeting is becoming tied directly to Iran, energy security, and the growing global economic fallout from disruptions through the Strai...
From WPI Consulting
Accountability and a comprehensive approach to export programming
WPI’s team helped construct a strategic approach to develop, implement, and track promotional activities in 8 key regions across the globe for an agricultural export association. With continued progress measurement and strategic advisory services from WPI, the association has seen its ROI from investments in promotional programming increase by 44 percent over the past 5 years. Not only does this type of holistic approach to organizational strategy provide measurable results to track and analyze, it fosters top-down and bottom-up organizational accountability.