Dry bulk: Reasons to be cheerful, for now
- Positive 2025 took many by surprise
- Manageable orderbook, outside of panamax and kamsarmax segments
- Guinean iron ore and bauxite provide much optimism for larger owners
After a better-than-expected 2025, modest demand growth — coupled with a manageable orderbook — is a cause for optimism next year, but questions remain over long-term fundamentals
