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 Faces Pressure as Rates Soften Amid Limited Activity and Shifting Trade Flows – The Very Large Crude Carrier (VLCC) market in the Arabian Gulf (AG) experienced a subdued second week of February, resulting in a softening of rates.
It has been another turbulent week in the oil and tanker markets. Whilst U.S. tariffs on Canada and Mexico were postponed for a month...
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Gibson Tanker Market Report
India’s growing role in international trade
India’s growing role in international trade, combined with the resurgence of its manufacturing sector and steady export growth..
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Doric Weekly Market Insights
The Big Picture: Maximum uncertainty
Trump said this week that he wants to make a deal with Iran rather than return to his policy of ‘maximum pressure’.
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Braemar Tankers Research Update
A survivor’s guide to navigating the market under the new presidency
The US president has certainly kept financial markets and business leaders on their toes in the past few weeks.
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Forvis Mazars Weekly Note
Geopolitical Uncertainty
In recent years, geopolitical uncertainty has been a defining characteristic of the global landscape.
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Intermodal Weekly Market Report
OPEC+ crude exports rise in January while non-OPEC+ dips
Global crude/condensate exports rose m-o-m in January as increases from OPEC+ more than offsetting those from nations outside the producer group.
Vortexa Freight Weekly
Ongoing Growth in Coal India’s Stockpiles
As we discussed in Commodore Research's most recent Weekly Executive Report, Coal India produced approximately 77.8 million tons of coal last month.
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From Commodore's Weekly Dry Bulk Reports
East/West LR tonne-miles fall, further damage from Red Sea opening
India diversifying its crude purchase to replace Russian barrels
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Vortexa Global Freight Snapshot
Post-CNY Seaborne Market Overview
In recent years, as Chinese players have become increasingly involved in both the shipping market and its downstream sectors, the impact of the Chinese New Year holiday on the shipping market has also grown in importance.
BRS Weekly Dry Bulk Newsletter
US tariff threat looms over crude and refined product flows
A change of administration in the US earlier this year has led to uncertainty around crude and product flows between the US and its neighbors Canada and Mexico along with China which we take a look at in this blog
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Vortexa Freight Weekly
Dirty Oil Supply
By early 2025, net supply has declined significantly from the peaks seen in 2023 and early 2024, reinforcing the inverse correlation between supply levels and TD3 rates.
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Signal Ocean Tanker Weekly Market Monitor