Intermodal Research

[Intermodal Research @Intermodal_Res]

As India's middle class expands and access to cooling becomes more widespread, interplay between rising demand and reducing import dependency will remain a key dynamic to watch.

[Intermodal Research @Intermodal_Res]

🌬️ Surge in the Indian A/C Market, Driven by Improving Living Standards, Supporting Domestic Coal Demand
India’s air conditioning market is experiencing rapid growth, with a record 14 million units sold in 2024. Projections suggest that residential AC ownership could increase

[Intermodal Research @Intermodal_Res]

will likely play a role in moderating the projected decline in India’s coal imports for 2025, but the extent of this influence remains uncertain. For now, robust domestic coal production and accelerating renewable energy deployment continue to offset the need for imports.

[Intermodal Research @Intermodal_Res]

according to official data. The USDA projects total 2024/25 exports at 105.5 million tons, which, if realized, would mark another record volume for Brazilian soybean exports.

[Intermodal Research @Intermodal_Res]

Brazilian Soybean Shipments to China
🚨 China, the world’s largest soybean importer has resumed shipments from five major Brazilian exporters, including Cargill, ADM do Brasil, and Olam Brasil, after earlier suspensions over phytosanitary issues.

[Intermodal Research @Intermodal_Res]

🌱 Meanwhile, Brazil’s soybean harvest is nearly complete, delivering record-high yields and production. Exports have surged: in the first two months of the 2024/25 season (Feb-Mar), Brazil shipped an all-time high of 25.13 million tons—3.09 million tons above last year’s record

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allow for negotiations, and potentially recalibrate the policy.

[Intermodal Research @Intermodal_Res]

📉 Container Freight Rates Impacted by Trade Tensions Amid Global Uncertainty

The strong freight rate environment of containerships witnessed in the second half of 2024 up to early 2025 — driven by front-loading of shipments following President Trump’s re-election

[Intermodal Research @Intermodal_Res]

final delivery — strategically bypassing the new fees.

🧭Forward View: A Window for Policy Adjustments
With enforcement still six months away, this may be more than just a buffer — it could be a tactical move by the U.S. administration to observe global response,