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Dry Bulk Political Risk and Trade China

Dry bulk market enters Chinese New Year on a strong stride

  • Baltic Dry Index more than double its pre-2025 Chinese New Year figure
  • Favourable weather in the Southern Hemisphere aiding iron ore and grain exports
  • Himalaya and 2020 Bulkers cash in on strong capesize fundamentals

  • Analysis

The first quarter of the year is usually a tough one for dry bulk, but 2026 has begun fairly well for the sector, which enters the traditional Chinese New Year lull in a better place than usual

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    This copy is for your personal, non-commercial use. For high-quality copies or electronic reprints for distribution to colleagues or customers, please call UK support at +44 (0)20 3377 3996 / APAC support at +65 6508 2430

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