World Perspectives

WPI Transportation Report

Dry-Bulk Markets  In paper dry-bulk markets, the Capesize sector increased slightly this week on stronger demand from miners, but the move was insufficient to support the Panamax or Supramax markets, which turned lower. Most of the dry bulk markets are simply waiting for the economies of China and other major importers to improve and boost cargo demand. until that happens, freight markets look to remain locked in a sideways malaise. 

Capesize, Panamax, and Supramax forward curves all rallied this week with the Capesize FFA 5TC curve driving most of the move. The Capesize rally came amid a tightening tonnage list, which stems partly from strong iron ore volumes from West Australia as well as the industry’s increased ballasti...

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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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