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Bullish Commodities? Not So Fast | Lukas Kuemmerle
Forward Guidance
The Role of Shipping in the Price of Commodities
The price of dry bulk shipping has come down from its actual peak, but it's still on elevated levels. A big factor also here is the renewed corona restrictions in China which could to some extent, at least for now, cool down the shipping rate market a little bit. But I really have to monitor this closely over a longer term basis. For now, I think rates are really rolling over to the downside.
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