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Structural shift in Capesize trade supports Panamax coal opportunities

route_disruption UTC: 2026-03-02 22:00:57

With Capesize earnings expected to remain firm, the strength of the Cape market is likely to continue to support Panamax freight rates. A key driver of this continued correlation will be competition on major coal routes that still employ both Cape and Panamax tonnage. With Cap...

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