Welcome To Our Weekly Insights Review
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Highlight of this week
The Impact On Shipping From A Potential Second Trump Presidency
A second Trump presidency will very likely also affect global geopolitics and ocean shipping sits in the forefront of any change in the current status quo.
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Breakwave Tanker Report
The VLCC Market Steadies Following a Month of Constant Pressure, as a Rare Positive Factor Emerges – The VLCC market remained relatively stable in the final week of June, following persistent downward pressure recorded earlier in the month.
Waiting For Godot
Doric Weekly Market Insight
Baltic Panamax TC Index averaged $15,910 daily for the first half of the current trading year, marking the highest average in the last couple of years.
Coal ‘Reservoir’ And Seaborne Trade Prospects
BRS Weekly Dry Bulk Newsletter
To prepare for China’s summer peak electricity demand (June to August), the country’s thermal coal port inventories have been steadily accumulating, even surpassing last winter's peak of 70mn mt, to reach 71.2mn mt last week according to a Mysteel survey.
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Τhe Capesizes’ Fortunes Shifted
The Fix - Global Market Update
The Baltic Dry Index recorded a gain of nearly three per cent last week as the capesizes’ fortunes shifted during the last three sessions.
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Three Reasons Why Politics Haven’t Panicked Markets
Forvis Mazars Weekly Note
‘There are no dead ends in democracy’, a popular quote says. The democratic processes in at least 3 G7 countries are certainly grabbing all the attention.
Heightened Aluminium Production
Intermodal Weekly Market Report
During the second quarter, we have observed an unprecedented surge in bauxite exports from Guinea, reaching a new record high of 38.01 million tons.
Vancouver Crude Gains In VLCC Market
Vortexa Freight Weekly
This week, in the East, we discuss the outlook for Chinese crude demand as China-bound VLCC rates reach year-to-date lows.
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A Positive Note For The Capesize
Signal Ocean - Dry Weekly Market Monitor
The first week of July began on a positive note for the Capesize dry freight market, with rates for Brazil to North China reaching one of the highest points for the year, surpassing the previous peak recorded in week 10.
A Tale Of Two Very Different Rainy Seasons
From Commodore's Weekly Dry Bulk Reports
As we have been discussing in Commodore's Weekly Dry Bulk Reports, China’s rainfall has been much greater than usual since April and has been resulting in a surge in hydropower output.
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VLCC Supply Vs Baltic Rates
Signal Ocean - Tanker Weekly Market Monitor
The first week of July saw a continued weakening in crude oil freight rates, driven by the increasing supply of VLCCs, which exerted significant downward pressure on the market.
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Mired In MRs
Gibson Tanker Market Report
MR tankers, the workhorses of both the clean and occasionally dirty product markets form the largest segment of the tanker industry.
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