Shipping broker report 04/12/25

Industry Discussions Shipping News
1

Switched to Carriers this week - mainly because I’m curious about the on-the-water fleet.

  • Lots of bulker deals - 21 vessels
  • 5 tankers sold
  • 2 container vessels
  • Quiet newbuild ordering - only 3 vessels

ZIM acquiring one of the container vessels - a modern Panamax (old) category vessel. I think the smaller one belonged to NMM

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Separate note: Brazil had a good soybean harvest this year. I suspect China will lean towards Brazil for more of their soybean orders this year.

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2

There was a SFL corp (SFL) vessel sale - SFL Yukon. Chinese built, so somewhat challenging going forward
Also, two Golden Ocean (GOGL) vessels - Golden Ioanari and Golden Keen. The latter two are Hyundai-built and would likely avoid the US port call fees. GOGL decisions are now a CMBT call