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New data from Signal Ocean reveals that while the impact of Beijing’s move remains limited, its long-term ripple could reshape how fleets flag, build, and trade.
New data from Signal Ocean reveals that while the impact of Beijing’s move remains limited, its long-term ripple could reshape how fleets flag, build, and trade.
China’s soybean imports pivot south: U.S. shipments vanish in September as South America fills the gap
China’s soybean imports pivot south: U.S. shipments vanish in September as South America fills the gap
Arabian Gulf–China VLCC rates (TD3C) appear set for a modest rebound as vessel supply tightens and Chinese port congestion rises.
Arabian Gulf–China VLCC rates (TD3C) appear set for a modest rebound as vessel supply tightens and Chinese port congestion rises.
Signal Ocean cargo flow data indicate that West Australian iron ore shipments to China totalled 73.6 million tonnes in September 2025, representing an 8.7% month-on-month increase and a 2.4% year-on-year gain.
Signal Ocean cargo flow data indicate that West Australian iron ore shipments to China totalled 73.6 million tonnes in September 2025, representing an 8.7% month-on-month increase and a 2.4% year-on-year gain.
October shipments face sharp declines, forcing Chinese buyers to turn to Chile and Peru amid tightening global supply.
October shipments face sharp declines, forcing Chinese buyers to turn to Chile and Peru amid tightening global supply.
U.S. Gulf oil flows to China have resumed in October, as WTI cargoes return on price spreads, though rising VLCC rates threaten the trade’s durability.
U.S. Gulf oil flows to China have resumed in October, as WTI cargoes return on price spreads, though rising VLCC rates threaten the trade’s durability.
VLCC rally, shifting flows, and the road into Q4
VLCC rally, shifting flows, and the road into Q4
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Key shifts in Indonesia, India, and China point to a turning point for coal markets and vessel demand.
Key shifts in Indonesia, India, and China point to a turning point for coal markets and vessel demand.
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