4月6日，Isis Almeida带头的分析师团队撰文称，大宗商品运费正在飙升，且这波涨势还没有结束。
从大豆到钢铁，市场对各种商品的需求不断增长，导致今年干货运输费用飙升了50%以上。
在封锁期间，库存减少了港口运营，打击了全球经济活动。亚洲地区的制造业首先复苏，现在其他地方也在加速复苏，各国都在加紧购买大宗商品，以重建库存。
分析师称，这波涨势尚未结束，预计谷物、铁矿石和煤炭等散装大宗商品运费今年将保持高位，并可能持续到2022年。
这对遭疫情打击的航运行业来说将是一个明显的转变。
Arrow Shipbroking Group研究主管Burak Cetinok暗示，去年航运行业前景还存在很大的不确定性，但现在看到了曙光，工业部门正在增加库存，加大了出货量。
干散货运输成本是衡量经济复苏的一个很好的指标。随着亚洲大买家更快摆脱疫情，运费开始回升。因为其制造业复苏且大量进口美国农作物，使干散货运费率先上涨。
如下图所示，干散货运输费用因疫情暴跌（红线），但已经出现强劲反弹（绿线）
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