According to Clarksons' headline supply/demand fundamentals in the bulker sector, appear balanced for 2023 with about 3% projected tonne-mile demand growth versus 2.9% fleet growth.

Source: https://seekingalpha.com/article/4622305-diana-shipping-inc-dsx-q2-2023-earnings-call-transcript?source=feed_all_articles

According to Clarksons, total dry bulk trade during 2023 is projected to expand by 1.8% in tons and 2.5% in ton miles.

Source: https://seekingalpha.com/article/4605487-star-bulk-carriers-corp-sblk-q1-2023-earnings-call-transcript?source=feed_all_articles

Clarksons Securities AS, a unit of the world’s biggest shipbroker, said the largest supertankers could see their earnings temporarily slump by about a third from the resulting decline in cargoes.

Source: https://gcaptain.com/surprise-opec-output-cuts-pummel-tanker-stocks/