Synopsis

Latam's ags and metals trade is entering a pivotal stretch. Iron ore, steel, and copper markets are shifting, dry bulk freight rates for Latam exporters are already running high, and a new US harvest is about to test Argentina and Brazil's hold on global grain markets. Join Kpler experts live for a data-driven look at what's ahead.

What you'll learn

  • What is driving the outlook for Iron ore, steel, and copper trades?
  • Will dry bulk freight rates for Latam exporters remain high through the fourth quarter and into 2027?
  • Export outlook for corn and soybean out of Argentina and Brazil
  • Competition from the 2026/27 US crop

Meet the speakers

Alexis Ellender
Senior Lead, Dry Bulk Insights

Alexis joined Kpler’s Insight Team in March 2023 as Lead Major Dry Bulks Analyst. Based in London, he brings over a decade of experience in dry bulk commodities and freight research. He leads the development of Kpler’s dry bulks research offering, covering coal, fertiliser, grain, iron ore, minor bulks, and dry freight. His work spans market analysis, supply-demand and pricing outlooks, client presentations, industry speaking engagements, and supporting the growth of Kpler’s dry bulks data products. Previously, he was a Director at Simpson Spence Young (SSY) in the Consultancy & Research team.

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Ishan Bhanu
Lead Agricultural Commodities Analyst

Ishan joined Kpler’s dry bulk and Insights teams in October 2023. Based in Dubai, he has over 12 years of experience with global grains markets research and trading. Ishan is building an understanding of agricultural markets and trade within Kpler, to add to and support its dry bulk data offering. He is also building analytical tools and balance sheets for major ags like wheat, corn, soybeans and barley, with focus on developing all the support required for trade decision-making by Kpler clients. Ishan has worked as Head of Research at Invivo and as Associate Trader at Olam International. He founded Integrated Research Dubai and was a consultant for major trading houses across the globe, before joining Kpler.

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