Dry Bulks Insight

trusted by thousands of organisations worldwide
Dry Bulks Insight
Monthly dry exports
Global (by product)
Monthly dry exports

Daily

market commentary

4

weekly reports

4

monthly reports

Ad hoc

webinars

Market pulse

  • Daily commentary built directly from Kpler's proprietary data — combining supply-demand signals, cargo flows, inventories, and price indicators across dry bulk and cross-commodities
  • Surfaces emerging market shifts before they appear in consensus or official sources — explaining why the market moved and where it is heading
  • Not built from third-party aggregators — the most signal-dense daily read for dry bulk professionals
Daily commentary

Weekly dry bulk reports

  • Weekly dry bulk analysis tying real-time operational signals to supply-demand dynamics and shifting trade routes
  • Forward-looking market calls alongside retrospective clarity on what drove price moves
  • Three cross-commodity publications covering the macro and geopolitical context shaping demand
  • A single integrated read across dry bulk and broader commodity markets
Weekly reports

Dry bulks freight monthly

  • Monthly rate trend analysis across all dry bulk vessel segments — tracking tonnage supply dynamics, congestion, fleet inefficiencies, and route shifts
  • Built on real-time AIS data and proprietary freight analytics — connecting operational signals to near and medium-term freight forecasts
  • Anticipate rate direction, benchmark routes, and assess time fixtures ahead of consensus

Monthly deep dives
Thermal and Met coal intelligence, down to the balance sheet
  • 18-month supply-demand balances for thermal and metallurgical coal across 15 key regions — powered by proprietary flow data and a bottom-up model
  • Three price forecasts with regional breakdowns across Australia, China, India, Europe, and the US
  • Monthly thermal and met coal report delivered alongside Excel-ready balance sheets
  • Price forecast files packaged model-ready for direct workflow integration
Coal insight
Iron ore & steel insight
  • Full value chain coverage from seaborne ore flows and port inventories through mill output and steel production — combining proprietary vessel tracking with production data
  • 18-month iron ore and steel production balance forecasts across 12 regions
  • Quarterly performance outlooks for the Big 4 miners and 9-month forward production forecasts for major producers
  • Monthly forward-looking analysis spanning every stage from mine to mill
Iron ore & Steel Insight
Grains supply & demand
  • Comprehensive supply and demand transparency across wheat, corn, and soybean for 150+ countries — more accurate and timely than traditional crop-survey-based models
  • Monthly balance sheets covering production, exports, consumption, and ending stocks — updated days ahead of the WASDE report
  • Demand-driven methodology anchored in Kpler's proprietary trade flow data, not survey estimates
  • Monthly webinar covering the latest factors influencing global grain supply and demand
  • Balance sheets available via web interface, Excel download, and API
Grains Supply & Demand

“The platform offers an exceptionally intuitive interface, making it effortless to access real-time market intelligence or conduct deep dives.”

RioTinto
Dry Bulk Data & Market Analyst, Rio Tinto

Other derived insights solutions

How does Kpler Dry Bulks Insight differ from other commentary providers?

Kpler is not trading a book and earns no commission on chartering. Our analysts have no incentive to talk up the market, their only stake is analytical accuracy. Dry Bulks Insight is built on proprietary real cargo flow data, port activity, freight analytics, and commodity fundamentals, all tied to actionable, conviction-based analysis with market calls that are tracked and accountable.

How far ahead does Kpler's intelligence lead official data?

Kpler surfaces market signals days or weeks before they appear in customs data or corporate disclosures. For grains, balance sheets are updated two days ahead of the WASDE report. For cargo flows broadly, predictive models deliver indicators up to seven weeks before official customs data confirms them. Supply-demand balance forecasts for coal and iron ore extend 18 months forward.

Can I subscribe to just Coal Insight or Grains S&D without the full Dry Bulks package?

Grains S&D is available as a fully standalone product and can be purchased independently. Coal Insight and Iron Ore and Steel Insight are add-ons designed to sit on top of the core Dry Bulks Insight base layer. The modular structure means you can tailor the product to precisely what is relevant to your desk without being locked into full vertical coverage.

How is Grains S&D different from other grains supply and demand products?

Kpler's approach is demand-driven and anchored in a comprehensive proprietary vessel-level trade flow data that many competitors do not possess. This produces a more accurate, real-time view of actual market conditions - not only modelled crop estimates - giving our users a meaningful timing and accuracy advantage.

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