Welcome to Breakwave Advisors Weekend Read
As we conclude the workweek and head into the weekend, take a moment to review the key articles from this week, including those you've highlighted. New entrants on the TMX trade support Aframax employment, Sale and purchase activity, Made in America, The Big Picture: Sanctions, and more.
Breakwave Dry Bulk Report
Bottom is In; Trajectory of Recovery Depends on the Atlantic – We believe the significant correction in spot Capesize ratesthat pushed the Index down some 50% in a month’s time is now over.
The Baltic Dry Index’s closing at 1410 points this week highlights persistent demand-side pressures across vessel segments within the dry bulk sector.
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Doric Weekly Market Insight
Rebound in China's Consumer Spending Growth
As we discussed in Commodore Research's most recent Weekly China Report, China’s retail sales in September grew year-on-year by 3.2%.
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From Commodore's Weekly Dry Bulk Reports
The Big Picture: Sanctions
Lower oil prices could open the door for Western countries to tighten sanctions on Russian and Iranian exports.
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Braemar Tanker Big Picture
Made in America
American crude production has gone from strength to strength in recent years, despite a recent slowdown.
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Gibson Tanker Market Report
Sale and purchase activity
The dry bulk sale and purchase activity continue to demonstrate remarkable strength this year so far,
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Intermodal Weekly Market Report
Oil extends losses as tensions ease in the Middle East
Easing geopolitical risks continued to weigh on oil markets.
Commodities Wrap
New entrants on the TMX trade support Aframax employment
Mideast Gulf crude loadings could potentially see downside risks in the weeks ahead as highlighted by several indicators:
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Vortexa - Global Freight Snapshot
Dry Bulk Grain Flows - U.S. Vs Brazilian
Brazil has increasingly solidified its dominant role in global grain production, particularly in soybeans,
Signal Ocean - Dry Weekly Market Monitor
Dirty Tonne Days VLCC
This week’s focus highlights a notable decrease in the growth of dirty tonne days throughout this year, reflecting a pace lower than that seen in the previous two years.
Signal Ocean - Tanker Weekly Market Monitor
Positive economic data in China boosts sentiment
