Weekly Insights Review

Welcome To Our Weekly Insights Review



Read here everything you need to know




Cargo Demand And Fleet Supply Issues Continue

Global crude steel production totaled 147.3 million tons last month.

Global crude steel production totaled 147.3 million tons last month. 
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Oil Trade Could Have Peaked In November

Most of the additional crude has been arriving this month in Asia


November oil flow data paints a picture of very healthy refinery operations, with record crude imports and clean product liftings, lead by Asia.
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Breakwave Bi-Weekly Dry Bulk Report - December 6, 2022


A quiet December for dry bulk freight? – Spot dry bulk rates have stabilized in the ~13,000 range for all asset classes in an uneventful two-week period despite significant news flow on the macro front.
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European Gas Gains As A Cold Snap Boosts Demand


The spectre of tighter monetary policy weighed on sentiment


Investors took time to re-evaluate the macroeconomic backdrop following recent strong gains across the commodities complex.
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Signal Dry Bulk Weekly Report



Snapshot of Spot Freight Rates, Supply-Demand Trends, Port Congestions


The first week of December is fueling positive expectations for an upswing in freight rates in the major ship categories, while demand growth in the Panamax segment has been trending upward over the past three weeks.
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Gibson's Tanker Market Report


The Clock is Ticking

 

In just a couple of days from now, the EU ban on imports of Russian crude will come into effect.
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Shipfix-Global Market Update


Macro/Geopolitics,Commodity and Freight Markets


Reports are emerging that Chinese authorities are considering more measures to support the country’s ailing property sector.

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Several Special Changes In China Recently

Finally we do expect that a dramatic change is comming



It is not everyday that a tower in one of China’s largest cities is displaying a sign telling residents they are responsible for their own health.

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Mazars Note: Outlook 2023 1/2: The World We Have


Outlooks



The time-honoured financial industry tradition of toiling to write 30-40 pages of annual forecasts promptly binned by April- at the very latest.
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Braemar Weekly Dry Market Report



The Big picrure:The capes 2022 Review pt.1


We’ve seen a war, soaring inflation and an unpredictable China.
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