EsMetals prices jumped as much as 24% in the first week after the U.S. elections as traders expect President-elect Trump’s $1 trillion infrastructure plan to boost demand. This has been reflected in a 22% jump in Baltic Dry Index rates and 13% in Baltic Dirty Tanker index. Full details of the infrastructure plan and also any plans for energy independence may take at least until January to emerge.
Related Research
Supply Chain Edge: Revealing rates, costing conflict, building artificial intelligence
– The resumption of US trade data after the government shutdown reveals new details about the rates of tariffs being paid — the h... Read more →
Supply Chain Edge: Rising tech tensions, Philippine focus, tariff margin math
– Trade tensions moved beyond import duties in the past week. Mainland China tightened export restrictions for rare earths, addin... Read more →
Supply Chain Edge: Inflection points, cyberattacks, fire disruptions
Key findings – US supply chain activity is at an inflection point, our latest outlook shows, with an early end to the peak shippi... Read more →
Supply Chain Edge: Smarter glasses, pricier Xbox, looser cobalt
Key highlights – Summer may be gone, but sunglasses remain in the spotlight as EssilorLuxottica SA and Meta Platforms Inc. launch... Read more →
Copyright © 2025 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
