Ags, metals & dry bulk Insights + S&D

Market Pulse delivers 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. When the market moves, it explains why and when a shift is forming before it shows in official data, it surfaces first.

• Daily updates combining supply-demand data, cargo flows, inventories, and price signals
• Built directly from Kpler's proprietary data, not third-party aggregators
• Surfaces emerging shifts before they appear in consensus or official sources
• The most signal-dense daily read for dry bulk professionals

Dry Bulks Weekly links real-time operational signals to evolving supply-demand dynamics and shifting trade routes, combining retrospective clarity with forward-looking views and clear market calls. Alongside it, three cross-commodity publications add the macro and geopolitical context that shapes demand.

• Weekly dry bulk analysis tying operational signals to supply-demand fundamentals
• Forward-looking market calls alongside retrospective clarity on what drove price moves
• Three cross-commodity publications covering the macro and geopolitical context
• A single integrated read across dry bulk and broader commodity markets

Dry Bulks Freight Monthly delivers comprehensive analysis of global dry bulk freight markets, tracking rate trends across all vessel segments alongside shifts in tonnage supply, congestion, fleet inefficiencies, and emerging trade route changes. Built on real-time AIS data and proprietary freight analytics.

• Rate trend analysis across all dry vessel segments, updated monthly
• Tracks dry bulk tonnage supply dynamics, congestion, fleet inefficiencies, and route shifts
• Connects operational data to near and medium-term freight forecasts
• Helps anticipate rate direction, benchmark routes, and assess time fixtures ahead of consensus

Coal Insight is a specialist add-on covering seaborne thermal and metallurgical coal markets across 15 key regions, powered by proprietary flow data and a long-refined bottom-up model delivering 18-month supply-demand balances, three price forecasts, and in-depth regional breakdowns.

• 18-month supply-demand balances for both thermal and met coal
• 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

Iron Ore and Steel Insight covers the full value chain from seaborne ore flows and port inventories through mill output and steel production forecasts, combining proprietary vessel tracking with production data to deliver a view no single-source provider can replicate.

• 18-month iron ore and steel production balance forecasts across 12 regions
• Quarterly performance outlooks for the Big 4 miners
• 9-month forward production forecasts for major producers
• Monthly forward-looking analysis spanning every stage from mine to mill

Kpler’s Grains S&D provides comprehensive transparency in global grains trades, revealing hidden patterns and trends across wheat, corn, and soybean for 150+ countries. The approach is demand-driven and anchored in Kpler's proprietary trade flow data, which competitors do not possess, making the supply and demand view 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 actual trade flows, not survey estimates
• Monthly webinar covering the latest factors influencing global grain supply and demand
• Balance sheets available via the S&D web interface, Excel download, and API for direct model integration