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Breakwave Dry Bulk Report
Freight Futures Volatility Collapses to Record Lows as Spot Rates Remain Rangebound – The highly volatile dry bulk freight market has been in a deep summer hibernation for the past two months with freight futures volatility recently hitting record lows.
Global Economic Activity And World Trade Strengthened
Doric Weekly Market Insight
Analysts suggest that the primary driver of China's commodity imports is price, with economic conditions playing only a secondary role.
Weaker Consumer Growth In China
From Commodore's Weekly Dry Bulk Reports
As we discussed in Commodore Research's most recent Weekly China Report, China’s retail sales in June grew year-on-year by just 2%.
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Sentiment Battered By Uncertain Economic Backdrop
Commodities Wrap
A broader risk-off tone across markets weighed on sentiment, and was exacerbated by disappointing economic growth in China.
Headwinds For The Capesizes And Supply Disruptions
The Fix - Global Market Update
Continued headwinds for the capesizes weighed on the Baltic Dry Index last week, which declined by nearly five per cent.
Time To Turn The Tables
BRS Weekly Dry Bulk Newsletter
There is a potential wave of protectionism brewing that could reset trade flows on the seaborne steel trade as the second-largest economy navigates a complex terrain of economic challenges and reforms.
Sluggish Crude Demand In Europe Continues
Vortexa Freight Weekly
As of 22nd July, Europe’s seaborne crude/condensate imports in July (days 1-31) are observed at 10.5mbd, the lowest level since October 2021.
Humbled By Hurricanes
Gibson Tanker Market Report
With Hurricane Beryl recently striking the Caribbean and United States, making headlines worldwide for being the earliest category 5 Hurricane in history, many clients have been asking us what impact Hurricanes have on the tanker markets.
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Crude Tanker Rates Below 2023 Levels
Vortexa Freight Weekly
This week, we look at the overall trajectory for crude tanker rates so far in 2024, and we discuss high demand for intra-Middle East Gulf MR voyages.
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Russian Grain Shipments To TOP Destinations
Signal Ocean - Dry Weekly Market Monitor
This week's chart highlights the notable increase in the monthly volume of Russian grain shipments during the first two quarters of this year. By the end of the second quarter, shipments had risen by 15% compared to the previous quarter.
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Oil Gains As Inventories Fall Further In The US
Commodities Wrap
Heavy selling in equity markets triggered a risk-off tone across the commodity sector. Falling inventories helped limit the losses.
The Big Picture: Massive Contrasts In Steel Production Trends In The 1H 2024
Braemar Weekly Dry Market Report
In the third week of July, crude oil freight rates continued their downward trajectory, with the clean segment showing early signs of gaining momentum.Combined, Japan, South Korea and Taiwan were on course to import around 93m tonnes of iron ore in the 1H 2024, plus 37m tonnes of coking coal, according to customs data. This represents a slight year-on-year fall.
This World Is Getting More Volatile. What Can Investors Do?
Forvis Mazars Weekly Note
The three things investors should know this week
Political developments, especially out of the US, suggest that we might be faced with higher structural volatility in the next few years.
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Capesize Spot Market On More Fragile Ground
From Commodore's Weekly Dry Bulk Reports
Overall dry bulk rates decreased last week, with the decline in capesize rates exceeding very small increases in the rest of the segments.
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