Coking coal’s rail ticket to hit Panamax demand post 2025
Increasing penetration of renewables in the energy mix has already created a bearish outlook for non-coking coal trade, but completion of the rail network between Mongolia and China in 2021 threatens to bring the coking coal trade between Australia and China to a screeching halt in the long term.21 May 2020: Guinea set to supply iron ore from 2026
Development of the Simandou blocks in Guinea will not only increase the country’s iron ore exports but will also prompt Chinese importers to shift some iron ore imports away from Australia to Guinea, which will add to dry bulk shipping demand.02 Jan 2020: Sunny side up for grain and soybean trade in 2020
The trade dispute dampened grain and soybean trade between the US and China in 2019 and China’s total imports of grain and soybean from the US in the year were down 18.5 million tonnes over 2017. However, it seems that trade negotiations between the US and China are progressing well, and hence soybean and grain trade in 2020 could re-bound, thereby bringing cheer to dry bulk vessel demand.
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