Lead-Lag Live cover image

Supply Chain Disruptions Aren't Over With J Mintzmyer

Lead-Lag Live

00:00

Dry Bulk Rates - What's the Biggest Driver?

With tankers, it's clearly bullish. Everything that's happened as a result of dislocations and the sanctions has been positive for rates. But China is by far the biggest driver in the dry bulk space. It's pretty much impossible to have a dry bulk bull market without a strong China demand surge. And what we're trying to really place is an iron ore and a coal.

Play episode from 09:49
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app