<p>Capesize owners counting on Simandou to transform dry bulk shipping may need to temper their expectations, with growing evidence that much of the new Guinea-China iron ore trade is developing into a tightly controlled conveyor belt dominated by very large ore carriers. Broker SSY noted in a new market report that VLOCs of more than …</p> </p><p><p>https://splash247.com/chinas-vloc-conveyor-belt-threatens-to-dilute-simandou-cape-upside/</p></p>
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