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Synopsis

Kpler analysts explore how the 2025/26 US corn and soybean outlook will impact dry bulk freight markets, from Chinese demand shifts affecting sub-Capesize rates to grain-coal trade dynamics shaping geared vessel earnings.

What you'll learn

  • US corn and soybean fundamentals and export outlook for 2025/26
  • Impact of weak Chinese soybean demand on sub-Capesize freight rates
  • Grain and coal trade effects on geared vessel earnings prospects

Meet the speakers

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