Weekly Insights Review

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Breakwave Tanker Report 


VLCC Rates Continue to Soften Amid Subdued Activity and a Cautious Charterer Stance – With May fixing activity in full force, the VLCC freight market continued its descent, a trend evident across both the Atlantic and Pacific regions.

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April 22, 2024

Oil Prices Slipping While Baltic Indices Trend Upwards

Doric Weekly Market Insight


In the current economic landscape, the International Monetary Fund has emphasized that geoeconomic fragmentation could exert pressure on global trade and income growth in the forthcoming years.


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April 22, 2024

Global Grain Trade Forecast Raised Again

From Commodore's Weekly Dry Bulk Reports


As we first discussed for our subscribers in Commodore Research's April 15th Weekly Dry Bulk Report, the United States Department of Agriculture (USDA) is now predicting that global coarse grain, wheat, soybean, and soymeal exports in 2023/24 will collectively total 699 million tons.

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April 22, 2024

Should We Fear The Correction?


Mazars Weekly Note


William of Ockham was a 14th-century English Franciscan friar. As an unusually clever person, he wasn’t very much liked by either the church

...

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April 23, 2024

The Recent Surge In Weekly Cargo Has Chiefly Benefitted The Panamaxes


The Fix - Global Market Update


The past week saw the Baltic Dry Index rise by eleven per cent, with much of the upward momentum provided by the panamaxes and capesizes. Among the commodities, iron ore and base metals belonged to the winners.

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April 24, 2024

Looking Into 2025


Gibson Tanker Market Report


Earlier this month the IEA released its monthly oil report, offering for the first time their analysis of how oil markets could shape up in 2025.

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April 24, 2024

Crude Oil Trade Remains Resilient


Intermodal Weekly Market Report


The first quarter of 2024 saw a great deal of movement and disturbance in the crude oil market, mostly due to strategic production adjustments and geopolitical conflicts.

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April 25, 2024

TMX Start-Up Imminent || High Mexico Refinery Runs Boost Panamaxes


Vortexa Freight Weekly


This week, in the East, we discuss the imminent startup of the TMX pipeline and . what it could mean for Canadian crude exports to Asia. On the clean side, we look at why MR earnings in the Pacific are robust.

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April 26, 2024

Strength In China’s Coal Imports Still Very Much Needed To Offset Moderate Fleet Growth


From Commodore's Weekly Dry Bulk Reports


Last week was another good week in the dry bulk spot market, although the 1% growth shown with the publication of China’s March coal-derived electricity generation data did come as a surprise to us. 

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April 26, 2024

Will Global Supplies Be Sufficient To Cover Future Demand Levels?


The Fix - Global Market Update

The Baltic Dry Index retreated by nearly two per cent yesterday, extending losses into a fourth consecutive session.

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