Monthly Newsletter - October 2025
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Discover the latest platform updates, including Map Improvements, New Tanker Fixture Modal, Improved Cargo List Scraping, and Private Cargo Tracking — plus key highlights on the evolving dynamics of the Dry and Tanker markets.
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Enhanced Scraping Capabilities with LLMs
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We’ve introduced LLM-powered scraping to transform how cargo data is captured and structured. The first model, focused on dry cargoes, delivers faster and more precise extraction from shipping reports, setting the foundation for broader LLM integration across all data sources.
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Navigate markets with sharper insight, the upgraded Maps now feature new themes, smarter vessel displays, historical AIS visibility, and an expanded geo layer for ports and terminals, giving you faster, clearer control over every voyage.
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Your private data now powers your cargo tracking. This feature integrates private lineup information directly into voyage intelligence, prioritising your own inputs for a more accurate, consistent, and differentiated data view.
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Fixture entry just got simpler. The redesigned Tanker Fixture form makes it faster to record multiple ports, rates, and notes — ensuring every fixture is clearer, more complete, and easier to track.
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Special Focus: Iraq Crude Exports & Dirty Oil Flows
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VLCC earnings defied seasonal trends through summer 2025, driven by shifting arbitrage flows, strong Saudi exports, and eastbound tonne-mile demand that kept supply tight. As Q4 begins, sanctions, Indian import policy, and forward market signals suggest volatility ahead despite sustained strength in tanker fundamentals.
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MARKET INSIGHTS: DRY BULK FLOWS | COPPER
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A force majeure at Indonesia’s Grasberg mine will curb copper exports to China from October, tightening supply after months of steady flows.
With Indonesia disrupted and Chile, Peru, and Congo under strain, China faces a narrower pool of sources and heightened market sensitivity ahead.
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China’s soybean imports pivot south
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China’s soybean imports flipped south in September 2025 as U.S. shipments dropped to zero for the first time since 2018. Brazil held dominance while Argentina surged on export incentives, tightening port capacity as markets awaited signs of a U.S. trade rebound.
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Tanker Trade in Turbulence: Beijing Strikes Back with Port Fee Policy
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China’s new port fee policy targeting U.S.-linked vessels introduces higher costs and compliance demands but exempts Chinese-built ships, reinforcing domestic shipbuilding incentives.
For now, exposure remains minimal, with only about 7% of China-bound tanker voyages affected, though future risks could rise as more non-Chinese-built tonnage enters the fleet.
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Thank you for catching up with the latest from Signal! Stay tuned for more updates, insights, and tools.
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