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Breakwave Tanker Report
Volatility Declines as Spot Rates Remain Rangebound – Not much has changed over the past fortnight, as Capesize spot rates hover in the mid/low-20,000s range and the futures curve remains relatively flat to spot.
In A Positive Week For The Spot Market
Doric Weekly Market Insight
In a positive week for the spot market, the Baltic Dry Index closed just below 2000 points today.
Russia Remains China's Second Largest Source Of Coal Imports
From Commodore's Weekly Dry Bulk Reports
The most recently released nation-specific import data shows that in April China imported 17.8 million tons of coal from Indonesia.
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Uncertain Macro Backdrop Stymies Commodities Rally
Commodities Wrap
Mixed economic data raised concerns over commodity demand, weighing on prices. Investor appetite was also weakened amid a stronger USD.
Disappointing Economic Data
The Fix - Global Market Update
The Baltic Dry Index continued to advance last week, but unlike the preceding one, the capesizes and the smaller segments, rather than the panamaxes, propelled it higher.
Three Questions For Asset Allocators: Politics, Nvidia And Bonds
Forvis Mazars Weekly Note
The more the potential for government giveaways is reduced, the more world leaders are incentivised to make riskier decisions, and the more uncertain the outcomes. Are markets pricing in political risks?
Demolition Activities Within The Dry Bulk And Tanker Sectors
Intermodal Weekly Market Report
Building upon our prior analyses which explored the sales & purchase, and contracting activities within the dry bulk and tanker sectors for the year 2024,...
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Improvement In China's Consumer Strength
From Commodore's Weekly Dry Bulk Reports
As we discussed in Commodore Research's most recent Weekly China Report, China’s retail sales in May grew year-on-year by 3.7% which has marked the strongest growth seen since February.
Supply Dynamics Capesize C3 & C5 Routes
Signal Ocean - Dry Weekly Market Monitor
In the last days of June, the dry bulk freight market showed signs of recovery in the Capesize segment, with hopes for a firmer Chinese economic performance reflected in the last closing of iron ore prices.
Limited Momentum For Crude Voyages
Vortexa Freight Weekly
This week, in the East, we discuss the outlook for crude tanker demand in the context of the global crude supply picture.
VLCC Dirty Tonne Days
Signal Ocean - Tanker Weekly Market Monitor
The final week of June saw a noticeable weakening in crude oil freight rates, particularly evident in the VLCC AG-China and Aframax cross-Mediterranean routes.
Iranian Crude Exports Rise, Lifting Its Ranking In OPEC
Vortexa Freight Weekly
This insight explores Iran’s recent increase in its crude/condensate exports, making it OPEC’s fourth largest crude exporter in May.
Risk On Tone Across Markets Pushed Commodities Higher
Commodities Wrap
Sentiment was bolstered by a broader risk-on tone across markets. Further supply side issues across energy and metals also provided some support..