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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