The Baltic Dry Index (BDI) rose for a second day, up 10 pts (0.37%) to 2,725, led by stronger cape rates. The Baltic Cape Index (BCI) gained 84 pts (2%) to 4,198, its highest since July 16; Cape daily earnings rose $764 to $34,569. The Panamax Index (BPI) fell 56 pts (2.6%) to 2,064, a one-month low; Panamax daily earnings dropped $509 to $18,574. The Supramax Index (BSI) slipped 13 pts (0.8%) to 1,702, its lowest since July 9. The Handysize Index (BHSI) rose 1 pt to 906.

Shenzhen Composite Index rose more than 1%, led by gains in PCB, battery and consumer electronics stocks; component stocks Jereh and Fenghua Hi‑Tech both hit daily limit-up.

Two industry sources said on Thursday Kazakhstan's oil production fell after a main export terminal on the Black Sea was closed following a drone attack. Output at the Chevron-led Tengiz field, the country's largest, more than halved, from 925,000 bpd in July to about 406,000 bpd on Wednesday. Total Kazakh oil and condensate production dropped from an average 2.07 mln bpd in July to 1.63 mln bpd on Wednesday.