Breakwave Weekend Read

Welcome to Breakwave Advisors Weekend Read

As the week comes to a close, take a moment to review the key insights from the past few days. Missed something? We've gathered all the top insights for you to catch up at your convenience.

Breakwave Shipping Report 

VLCC Market Under Pressure Amid Summer Lull and Weak Demand – Despite some mid-May signs of rate stabilization that briefly lifted sentiment, the end of May paints a negative picture for the VLCC freight market across both Eastern and Western routes.

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A year ago, in May 2024, an International Monetary Fund (IMF) mission concluded a visit to China, expressing cautious optimism about the country's economic trajectory.


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Doric Weekly Market Insights





China's Coal Import Prospects For This Year Remain Bleak

As we discussed for clients in Commodore Research's most recent Weekly China Report, domestic coal production totaled 389.3 million tons in April. 


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From Commodore's Weekly Dry Bulk Reports



Dollar devaluation does not mean Dollar catastrophe

In the last few weeks we have seen the conversation drift away from tariffs and towards the more pressing issue of debt market dislocations.


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Forvis Mazars Weekly Note


Greek Ordering Activity in 2025: Strategic Focus Amid Global Contraction

The 2025 newbuilding market finds itself firmly on a path of deceleration.

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Allied Weekly Report


The Simandou iron ore project

The long-awaited Simandou iron ore project in Guinea is poised to shift the global dynamics of iron ore supply and maritime trade.


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Intermodal Weekly Market Report





India crude imports set to increase with higher refining capacity in H2 2025

This blog explores the outlook on India’s crude imports, refinery projects and the country’s crude import basket.

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Vortexa Freight Weekly



Tankers Research Update

Muted VLCC response to OPEC+ accelerated July output hike 


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Braemar Research


Growth Again in New Home Sales in China

As we discussed for clients in Commodore Research's most recent Weekly Executive Report, April ended with 781 million square meters of floor space available in China's commercial buildings (the majority of which are residential buildings). 


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From Commodore's Weekly Dry Bulk Reports



Dwindling inventories pushes copper higher

Easing trade tensions helped push the energy sector higher. Metals gained on signs of tightness as supply disruptions mount.


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Commodities Wrap