Dry bulk ‘very lucky’ with fleet underinvestment
- Ordering by other sectors has restricted yard space and prevented dry bulk ordering
- Chinese steel exports remain significant, even if worries around domestic consumption continue
- Panamaxes ‘finally’ enjoying demand after ‘tough’ couple of years
The dry bulk sector is outperforming expectations in 2026, with fundamentals remaining healthy, even if some argue that owes more to fortune than foresight
