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Dry Bulk Geopolitics China

Panamax bulkers poised to benefit as China weighs soyabean imports from the Americas

  • China weighs an additional 8m tonnes of US soyabean imports for the current season, supporting near-term outlook
  • Most shipments likely to continue forgoing the Panama Canal and the Suez Canal, driving tonne-miles higher
  • Argentinian imports to be crowded out by higher Brazilian and US imports

  • Analysis

Cost will be key in determining whether China will follow through on Xi’s commitment to raise US soyabean imports

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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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