Weekly Insights Review

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Breakwave Tanker Report 

Uncertainty Looms for VLCCs as Activity Slows Down – Another rally in spot VLCC rates ended up being just a short-term spike, as spot rates are back to mid-August lows after hitting multi-month highs.

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The Capesize segment has oddly managed to remain resilient


Doric Weekly Market Insight

China’s Baowu Steel Group, the world’s largest steel producer, cautioned that the current downturn in China's steel industry would likely be longer and more severe than previously anticipated.


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Large Global Grain Trade Contraction Still Expected


From Commodore's Weekly Dry Bulk Reports


As we discussed in Commodore Research's most recent Weekly Dry Bulk Report, the United States Department of Agriculture (USDA) has released a new grain export forecast for the 2024/25 season and is now predicting that global coarse grain, wheat, soybean, and soymeal exports will total 700.8 million tons.  

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Energy gains amid rising geopolitical tensions


Commodities Wrap

Rising geopolitical tensions pushed energy prices higher. A risk-on tone across markets helped boost sentiment across the rest of the complex.


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Supply Swell

 

Gibson Tanker Market Report

News around the crude market has recently been dominated by headlines about weak Chinese oil demand on one side and conflict in the Middle East threatening supply on the other.

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Who benefits the most from the Fed’s Pivot? It’s not Risk Assets



Forvis Mazars Weekly Note

Last week saw the Fed officially greenlighting rate cuts,  pivoting towards its growth mandate (which comes in the form of maintaining healthy employment) and stopping just short of declaring victory over inflation.


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Divergence in China's Coal Output and Coal-Derived Electricity Generation Continues



From Commodore's Weekly Dry Bulk Reports

As we discussed in Commodore Research's most recent Weekly China Report, China’s coal output totaled 390.4 million tons in July. 


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Light-Sweet crudes showing signs of recovery

 

Vortexa Freight Weekly

Global imports of light-sweet crudes have seen a recovery driven by recent supply disruptions in Libya


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Cargo cancellations for Aframaxes

 
TANKERS / BRAEMAR Research Update

Aframaxes face cargo cancellations as Libyan crude production halts once again

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Ongoing Steel Production Growth Outside of China



From Commodore's Weekly Dry Bulk Reports

As we discussed in Commodore Research's most recent Weekly Dry Bulk Report, global steel production totaled approximately 152.8 million tons in July. 

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Altering fates for Suezmaxes originating from the Atlantic v Pacific


Vortexa Freight Weekly

In this week's report we focus on the drivers behind the dynamics and expectations for the Suezmax market on both basins. We also give an update on MRs operating in China as well as the recent developments on supertanker clean-ups.

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The Big Picture: China’s coal imports: overland gain but seaborne drop from Russia



Braemar Dry Bulk 360 Degrees

It may seem odd for a shipping report to write about overland trade, but today’s Big Picture addresses an overland trade that affects seaborne volumes—that is China’s imports of Russian and Mongolian coal.

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Oil gains as supply disruptions mount



Commodities Wrap

Robust economic data in the US boosted sentiment. Supply side issues across energy markets remained supportive.

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