Welcome to Breakwave Advisors Weekend Read
As the week comes to a close, take a moment to review the key insights from the past few days. Missed something? We've gathered all the top insights for you to catch up at your convenience.
Breakwave Shipping Report
VLCC Market Cools Amid Sanctions, Holiday Slowdown, and Increased Uncertainty – The VLCC (Very Large Crude Carrier) freight market, which experienced a significant surge earlier this month following the implementation of new Russian shipping sanctions, has rapidly cooled as January nears its end.
Following a very impactful end to the Biden era, the oil and tanker markets expected Trump’s second stint in the White House to start where Biden left off.
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Gibson Tanker Market Report
World Economic Outlook
Weak freight rates across all segments, compounded by heightened uncertainty and seasonal factors, have further weighed on market sentiment and daily earnings.
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Doric Weekly Market Insights
The 2025 outlook for Dry Bulk and Tanker markets
The 2025 outlook for Dry Bulk and Tanker markets paints a picture of opportunity, volatility and emerging new trends in trade.
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The 2025 Outlook
India’s crude intake changes towards Middle East barrels while refined product exports pivot to East of Suez
Easing trade tension helped push commodity markets higher. This was aided by the lingering pact of strong economic data from China.
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Vortexa Freight Weekly
A tech correction
In the past few days, a Chinese Large Language Model (LLM (what most people call AI) called Deepseek made its debut, upsetting global financial markets.
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Forvis Mazars Note
Commodities struggle amid risk-off tone across markets
A risk-off tone across wider markets weighed on sentiment in energy and metal sectors.
Commodities Wrap
Week 1: Shock and Awe
The new President pulled many strings at once and holds the record for most executive orders signed on the first day.
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Forvis Mazars Weekly Note
Demolition Activity
Building on our previous report, in which we analyzed the projected bulk carrier deliveries for 2025,
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Intermodal Weekly Market Report
Uncertainty vs volatility – and the difference between flows and freight
In this big picture take, we try to dissect uncertainty from volatility, looking at the diverging fields of supply/demand and with that overall trade levels, as opposed to tonne-mileage in the freight market.
Vortexa Freight Weekly
Capesize Market Insights
The momentum in the freight market has weakened as we approached the end of January and the onset of the Chinese New Year.
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Signal Ocean Dry Weekly Market Monitor
Reorientation of Wider Arabian Sea middle distillate trade weighs on LRs
Dirty – East of Suez: Short voyage distance means only a small replacement fleet is needed to maintain Kozmino-China flows
Vortexa Global Freight Snapshot
Where India stands with Coal
This week, we aim to broaden the discussion by looking at India's fossil fuel demand and the associated trends in the coal market.
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BRS Weekly Dry Bulk Newsletter