Dry Bulks Insight

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

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

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

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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

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

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