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. A challenging freight market environment, Big-3’s crude exports dip in December, led by Russia, 2025 isn’t forecastable. But we will try., The Big Picture: Tanker ordering, and more.
Breakwave Dry Bulk Report
New Year Brings New Challenges, but It Is Weather That Will Determine Rates Near Term –The Christmas break provided little new insight into an otherwise challenging dry bulk market.
As we discussed for clients earlier last month, China's coal imports in November totaled a record 55 million tons.
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From Commodore's Weekly Dry Bulk Reports
The Big Picture: Tanker ordering
How many tanker NBs will deliver over the next few years? A lot more than we thought this time last year, that’s for sure.
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Braemar
2025 isn’t forecastable. But we will try.
The Five Questions for Investors in 2025...
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Forvis Mazars Weekly Economic and Investment Note
Big-3’s crude exports dip in December, led by Russia
In this insight we explore the most recent changes in seaborne exports of the top three global crude producers.
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Vortexa Freight Weekly
A challenging freight market environment
This week’s highlight delves into the evolving dynamics of Capesize ballasters in the South Atlantic and the evolution of iron ore shipments..
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Signal Ocean Dry Weekly Market Monitor
Narrowing transatlantic freight spreads drives MR supply in NWE
VLCC freight rates pressured by lower voyage distances despite higher voyage counts
Vortexa - Global Freight Snapshot
Americas crude export growth supported by Brazil and Guyana
Crude export growth out of the Americas has remained robust driven by Brazil and Guyana while US and Canadian exports have experience some slowdown
Vortexa Freight Weekly
The Cape Trifecta: Part I (Iron Ore)
Accounting for over 70% of the global Capesize seaborne market, China's influence on the Capesize market is undeniable.
BRS Weekly Dry Bulk Newsletter