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. 2024 Realities, Choppy Waters Ahead, Free Trade Area, Trump’s Wall of Tariffs, and more.
Breakwave Tanker Report
VLCC Futures Explode Higher Amid New Russian Shipping Sanctions – The tanker market has seen a significant surge in freight futures over the past few days, driven by a notable announcement from the U.S. imposing sanctions on over 180 Russian-linked vessels.
This week’s focus highlights a downward trend in the AG supply of VLCC tankers..
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Signal Ocean Tanker Weekly Market Monitor
A buoyant market environment
As is typical in the volatile dry bulk market, sharp reversals and unexpected developments are to be expected,
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Doric Weekly Market Insights
The Big Picture: OFAC Sanctions
Will China and India receive sanctioned tankers?
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Braemar Tanker Big Picture
India's Power Plant Stockpiles and Coal India's Stockpiles Have Each Climbed Further
Coal stockpiles at India's power plants have recently risen to approximately 45.4 million tons.
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From Commodore's Weekly Dry Bulk Reports
Why are we starting the year with a bond rout?
The three things investors should know this week..
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Forvis Mazars Weekly Note
2025 Begins with Uncertainty
The year 2025 commenced with uncertainty surrounding both the dry bulk and tanker sectors.
Intermodal Weekly Market Report
Impact of OFAC sanctions on Russia trade depends on China's response
China's Shandong Port Group has privately instructed its ports to ban vessels sanctioned by the US Office of Foreign Assets Control..
Vortexa Global Freight Snapshot
2024 Market Review and 2025 Outlook
At the start of 2024, the global shipping industry saw encouraging signs and was optimistic about the year ahead.
Tankers International Market Review
The Cape Trifecta: Part II (Chinese Coal Appetite)
Last year, China’s coal imports (both seaborne and inland) surged, continuing 2023’s momentum.
BRS Weekly Dry Bulk Newsletter
China's Steel Production Continues to Maintain Year-On-Year Growth
Stockpiles of flat and construction steel products at warehouses in major cities in China ended last week at approximately 8.7 million tons.
From Commodore's Weekly Dry Bulk Reports
Mixed messages on Russian sanctions weighs on energy markets
Energy markets fluctuated due to geopolitical tensions, while metals found support on signs of stronger demand.
Commodities Wrap