The Dry Bulk Market Is Headed for a Supply and Demand Imbalance—Here’s Why

The global dry bulk shipping market faces turbulence as trade tensions, slowing demand, and shifting supply chains converge, with new tariffs and China’s cooling appetite for raw materials reshaping the industry. Iron ore and coal shipments are projected to decline, while fleet growth outpaces stagnant demand, keeping freight rates depressed through 2026.

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