MID-SHIP Cement Report – April 14, 2025

April 14, 2025

Market Overview: 

A very slow start to the new week due to the Passover and Easter holidays this week.

Trump “world” continues to distract and disrupt our markets, as well as both the stock and bond markets, on top of geopolitical events: War in Ukraine, Middle East conflict(s), Houthis – Red Sea, AND The USTR Executive Order related to the Section 301 investigation and restoring America’s Maritime Dominance.

Container shipments from China’s two largest container terminals in Shanghai and Shenzhen are reported to have been halted, and no further shipments to the USA before the April 9 Tariff deadline.

Factory production is said to have all but stopped at major hubs as the trade war between the U.S. and China continues. China has also ordered its airlines not to take any further deliveries of Boeing Co. jets and carriers to halt purchases of aircraft-related equipment and parts from U.S. companies as part of the escalating contest.

Capes were down to the end last week and showing a little promise to start the new week. Panamax and Supra appear to have flattened out, which is good news, and Handy sizes seem to have missed the memo that we have started the seasonally higher second-quarter trading in a narrow range to the end of the week/start of the new week.

 

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