The Marsoft October eBriefs for Dry Bulk and Tanker markets are now available

Marsoft’s Dry Bulk market outlook for the remainder of the year is cautiously optimistic: improved grains trade prospects, steadier iron ore imports, and the recent seasonal rebound in Asian coal flows have prompted modest upward revisions to our base case relative to last August.

Looking at 2026 however, China’s slowing import demand, firm fleet growth throughout the year and the expected Red Sea normalisation in 26H2 point to a gradually softening balance throughout 2026, with supply growth still likely to outpace modest trade gains.

A ‘September to Remember’ is how we describe the tanker market as it heads into Q425 running hot, following a rate spike not seen in years, and more OPEC production increases on the way. Nevertheless, Marsoft’s outlook is less sanguine as looming new building deliveries in both the product and crude sectors, and traffic normalisation in the Red Sea are still driving our cautious outlook.

BUT for a fuller and more in-depth analysis of these two markets why not contact us for a brief discussion?