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Synopsis

A potential return to a normalised Suez Canal transits would reduce sailing days for voyages, adding supply into the market and putting downward pressure on dry bulk carrier earnings. The effect across major dry bulk carriers will differ.

What you'll learn

  • How much additional vessel supply could return because of shorter voyages?
  • Which vessel segments would see the highest increase in supply?
  • What is the outlook for the major underlying trades transiting the Suez Canal?

Meet the speakers

Hanif Kamar
Dry Bulk Freight, Senior Analyst

Hanif specialises in predictive analyses of dry bulk freight markets and is based in Kuala Lumpur.‍He works on building a clearer understanding of the link between dry bulk trade and shipping by developing supply–demand balances, forecasting freight rates, and running scenario analyses.‍Before joining Kpler, he held a similar role at S&P Global Commodity Insights and previously worked as a reliability engineer at Vale’s iron ore port in Malaysia.

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Alexis Ellender
Lead Analyst, Dry Bulks

Alexis joined the Insight Team at Kpler as Lead Major Dry Bulks Analyst in March 2023. Based in London, he has more than a decade’s experience in dry bulk commodity and dry freight research. Alexis is leading the development and expansion of Kpler’s dry bulks research offering. This includes analysis of coal, fertiliser, grain, iron ore, minor bulks, and dry freight markets. In addition to studying market developments and constructing supply, demand, and pricing outlooks, his work includes presenting to clients, speaking at major industry events, and supporting the development of Kpler’s dry bulks data offering. Before joining Kpler, Alexis was a Director at shipbroker Simpson Spence Young (SSY), where he was part of the SSY Consultancy & Research team.

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