THe always shifts the ups and downs of the shipping market proven to be difficult to be navigated. For example, in the dry bulk market, seasonal was once a decisive factor, but lately the policy has been proven as important. In its latest weekly report, Shipbroker Xclusiv said that “In the delivery of dry bulk, seasonal cycles often play an important role in forming levels of level. The period between April and can, in particular, is often seen as a transition phase -which is issued between the exchange driven by Winter Petter and the storage with storage and storage with storage storates and storate storates. Panamax, Supramax, and Handysize -Across 2017 to 2025, comparing April -May numbers with annual trends to determine whether this period tends to align with the lowest, highest, or annual average positions “.
Source: Xclusiv
According to Xclusiv, “Cape Index, mostly driven by the volume of iron and coal, showed significant volatility throughout the period. In 2017, 2018, and 2024, April -May on average landed under 20 years, annual backs under 20 years. Stay closer to average during spring, supported by factors such as port congestion and post -pandemic stimulus in China. Calm from South America and uncertain trade policy signals. Overall, the PMAX segment reflects regional fragility in the spring, especially sensitive to the flow of agricultural and shifting atlantic demand. larger segment. The lack of seasonal troughs in these markets can reflect stronger resilience in coastal and intra-Asian trade, which operates in a different cycle than long distance travel or PMAX “.
The Shipbroker added that “the data from 2017 to 2025 suggested that April and may be rarely the definitions of low points of the year, but they do offer represent a moment of pause in the market’s momentum. Particularly for Larger Vessels, the season is prone to dips about sustained rallies, but generalizations Must be treated cautiony. What is increased clear, howver, is that seasonality no longer dictates market direction.
Source: Xclusiv
“This developing dynamics underlines that even traditional predicted periods such as spring are now influenced as much as possible by policies as in the season. For market participants, this means that strict monitoring of political development is as important as reading the seasonal demand curve in the time when the trade war can re-establish supply delivery inventory.
Nikos Roussanoglou, Hellenic Shipping News worldwide
