Welcome To Our Weekly Insights Review
Read here everything you need to know
Breakwave Tanker Report
The VLCC Market Remains Well Supported as Attention Turns to Summer Demand – As the end of May approaches, the VLCC freight market has remained on a slight upward trajectory, with the benchmark rates from the Middle East Gulf to China up approximately 15% since the beginning of the month.
Trade War
Doric Weekly Market Insight
Last month, the International Monetary Fund has emphasized that geoeconomic fragmentation could exert pressure on global trade and income growth in the forthcoming years.
Dark Flows
Gibson Tanker Market Report
Despite operating under long running sanctions, Iranian crude exports continue to flow. The large shadow tanker fleet as well as the network of traders and financial intermediaries...
Read More
Outlook For The Global Economy
The Fix - Global Market Update
The past week saw all of the Baltic Exchange’s dry bulk indices ending in the red amid soft demand, with the headline Baltic Dry Index shedding more than thirteen per cent.
Enjoy The Rally. What Can Possibly Go Wrong?
Mazars Weekly Note
The three things investors should know this week:
The US economy is still growing at a healthy pace, but slightly slower than anticipated. This has allowed investors to price in more rate cuts this year, and drive a bond and equity rally in the last few days.
...
Tanker Demand Through The Remainder Of 2024
Intermodal Weekly Market Report
The turbulent dynamics witnessed in oil markets during the five months of 2024 have had a direct impact on crude freight demand fundamentals.
Metals Rally Pauses As Market Reassess Fundamentals
Commodities Wrap
A rally across metals cooled amid fears they had run ahead of fundamentals. More hawkish Fed speakers also weighed on sentiment.
Read More
Dry Bulk Flows
Signal Ocean - Dry Weekly Market Monitor
In the third week of May, there are indications that the Capesize market segment is showing resistance, with rates in the Brazil to North China route seemingly holding firm and not expected to drop before the end of the month.
Indications Of A Tightening In The Fuel Oil Market
Vortexa Freight Weekly
This week, in the East, we discuss why reduced Russian fuel oil exports going to the Middle East affect the region’s Aframax supply.
Chinese Coal Import Prospects Remain Bullish
From Commodore's Weekly Dry Bulk Reports
China's coal production totaled 371.7 million tons in April. This has marked a month-on-month decline of 27.6 million tons (-7%) and is down year-on-year by 9.8 million tons (-3%).
Read More
China Builds Crude Stock Amidst Turnaround Peak, Hope For New Quotas
Vortexa Freight Weekly
China’s onshore crude stockpiles reflect demand weakness beyond seasonal norms.
Aframax Dirty Tonne Days
Signal Ocean - Tanker Weekly Market Monitor
The third week of May saw an upward trend in market prices for the Aframax Mediterranean market, while sentiment in the VLCC MEG-China route showed a gradual improvement.