Shaky ceasefire has yet to unwind the war’s grip on dry bulk commodities

Iron ore markets are poised for stronger exports as Australian and Brazilian shipments recover, though Chinese demand remains weak. Coal prices softened following a ceasefire but remain supported by tight gas supply and potential European demand. Agricultural markets remain volatile, with Hormuz bottlenecks, US drought risks, and robust South American exports shaping the outlook. Aluminium …

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