World Perspectives

WPI Transportation Report

Dry Bulk  Dry bulk markets continue to see diverging trends with the Capesize sector suffering under slack demand for iron ore, coal, and bauxite while Panamax and Supramax markets are higher on improved demand from the Atlantic and the East Coast of South America. Pacific markets have been relatively quiet.  The Capesize FFA 5TC curve jumped sharply higher this week due to new attacks in the Red Sea and “aggressive” buying. The whole curve rose about $20,000/day, which makes a $4,000/day or more contango. The physical markets, however, have made no such similar rally, which makes arbitrage selling look like a likely very successful strategy.  For the Panamax sector, the FFT 4TC curve saw strong buying interest on...

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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

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