China flexes commodities muscle but bulkers maintain even keel

China's warning that it will clamp down on "excessive speculation" in commodity markets caused prices to plunge on Monday, with iron-ore contracts hit hardest by the rout.

But analysts have told TradeWinds that bulker markets will only shift if Beijing takes a more heavy handed approach as it did in 2016 — while others believe the current clamp down could actually be good for bulkers.