Category: Filipe Gouveia
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China’s 12 million tonnes U.S. soybean pledge could boost bulker demand
China’s 12 million tonnes U.S. soybean pledge could boost bulker demand China’s agreement to resume purchases of American soybeans is not only good news for farmers and the U.S. inland waterways industry. BIMCO expects the agreement to be positive for the dry bulk market. Trade war truce with China is good news for soybean farmers…
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BIMCO: Bulker deliveries could reach six-year high in 2026
BIMCO: Bulker deliveries could reach six-year high in 2026 “We forecast that bulker deliveries will gradually increase this year and in 2026, reaching 41.2 million deadweight tonnes (DWT) and a six-year high. Bulker newbuilding contracting was strong in 2023 and 2024, and several of the ships ordered during this period are expected to be delivered…
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BIMCO: U.S. grain shipments jump 9% despite Chinese tariffs
BIMCO: U.S. grain shipments jump 9% despite Chinese tariffs “During the first half of 2025, U.S. seaborne grain shipments increased 9% y/y, driven by stronger maize exports,” says Filipe Gouveia, shipping analysis manager at BIMCO. “While an increase in import tariffs led to a 57% y/y drop in volumes to China, the U.S. has been…
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BIMCO: Panama Canal tonnage figures fall
BIMCO: Panama Canal tonnage figures fall While Donald Trump’s talk of taking back the Panama Canal has been keeping Secretary of State Marco Rubio busy, tonnage through the waterway has recently been falling, says BIMCO. “Between September 2024 and January 2025, ship capacity in deadweight tonnes transiting through the Panama Canal was 10% lower than…