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Breakwave Bi-Weekly Dry Bulk Report
Dull days usually translate to lower rates as fleet efficiencies prevail – Despite the fact that trade volumes remain strong when it comes to major bulks, the absence of any disruption across the major shipping lanes has translated to lower spot freight rates across the spectrum.
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BRS Dry Bulk Weekly Newsletter
Capesize Shipments of Guinea Bauxite Forecasted to Slow Down in Q3 Amid Rainy Seasons
Based on AXSMarine data, during the first five months of 2023, the seaborne export of bauxite remained strong, exhibiting a growth of 2.3 million tons (3.4% year-on-year) compared to the corresponding period of the previous year.
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Mazars Comment :Sticky Inflation = Sticky Rates= Volatility
The three things I would tell my clients this week
Last week, central bankers held a conference in Sintra, Portugal. There, they confirmed that inflation remains sticky, and interest rates will thus remain elevated for some time. The central banks keep telling us what they will do.
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Crude Oil Gains After Saudi Cuts Output Further
Liquidity was low with US markets closed
The weak economic backdrop continues to weigh on sentiment across the commodity complex.
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Iran’s June Crude/Condensate Exports Show Decline From Record-High
Will Iran’s Crude/Condensate Exports Return To May Levels?
This insight explores why Iran’s crude/condensate export levels observed in May were not sustained, Iran’s onshore inventories showed stock draws whilst Shandong inventories built stocks and Iranian floating storage declined.
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Shipfix-Global Market Update
Macro/Geopolitics, Commodity Markets, Freight and Bunker Markets
Following last week’s release of China’s official manufacturing PMI, which suggested that the country’s industrial sector remained in contraction territory for a third consecutive month, the Caixin manufacturing PMI painted a somewhat less negative picture today.
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Vortexa Freight Weekly
VLCC rates subside || Impact of new EU sanctions negligible
VLCC rates under pressure, signalling weaker Chinese demand?
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China's Housing Market Remains Weak But Steel Output Is At Least Improving
China's steel production has continued to improve at least
As we have been stressing in Commodore's Weekly Dry Bulk Reports, China’s consumer recovery remains underway and we expect that its industrial recovery will resume this quarter.
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Braemar Weekly Dry Market Report
The Big Picture: El Niño: Risks to Dry Bulk Trades
There are precious few certainties in dry bulk shipping, so the World Meteorological Organisation (WMO)’s assessment on 4 July of a 90% probability of El Niño (of at least moderate strength) extending into the second half of 2023 gives us enough of a reason to a look at the potential consequences.
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Signal Dry Bulk Weekly Report
Snapshot of Spot Freight Rates, Supply-Demand Trends, Port Congestions
The initial days of July concluded on a positive note, with a buoyant sentiment surrounding vessel freight rates in the Capesize segment.
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