Weekly Dry Bulk Report - Ocean Analytics
Breakwave Bi-Weekly Dry Bulk Report - November 10, 2026
Capesize Spot Rates Back Above 30,000 as Seasonality Kicks In – Although November has traditionally served as a strong period for dry bulk shipping, the recent recovery in spot rates actually commenced earlier than usual in mid-October, defying historical trends that typically point to late-month softness.
The November 2026 midterm elections introduced yet another turning point in an already turbulent political and economic landscape
Slowing Growth in Steel Output Ex-China
Is the paper market sell-off justified?
VLCCs: More Ships Head for the Gulf as Cargoes Thin
How Many of the 88 Will Fix?
The thermal coal market is benefiting from strengthening demand
US Midterms may change Iran war stalemate, but tanker inefficiency will remain
VLCCs: More Cargoes, Less Cover
A Tale of Two Markets
Breakwave Bi-Weekly Tanker Report - November 3, 2026
VLCC Remain Strong on Low Vessel Availability, Geopolitics – The recovery in Middle Eastern crude exports has yet to restore normal tanker circulation, with October flows through Hormuz averaging approximately 11.7 million barrels/day, up from 9.8 million barrels/day in September but below the pre-war level of 14.5 million barrels/day.
