Weekly Insights Review

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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. 

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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.


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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.



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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.

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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.



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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.


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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.


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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.


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This World Is Getting More Volatile. What Can Investors Do?



Forvis Mazars Weekly Note

The three things investors should know this week

  1. 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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