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
Black Swans Everywhere as VLCCs Surge – The most severe conflict in the Middle East in decades has introduced considerable instability into the oil markets, which in turn has impacted tanker shipping operations.
Despite a deteriorating global economic outlook, the dry bulk spot market has continued to show unexpected strength, with Capesize rates leading the charge.
Doric Weekly Market Insights
Tense Times
Tensions between Israel and Iran are nothing new, but they came to a head overnight.
Gibson Tanker Market Report
Capesize Market Jumping on Brazil Iron Ore and Chinese Steel
As we discussed in Commodore Research's most recent Weekly Executive Report, dry bulk rates rose again last week, this time with rates rising in all four vessel classes.
From Commodore's Weekly Dry Bulk Reports
Don’t look at war. US data was great
Geopolitical tensions stirred markets, but investors still view conflict as regional.
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Forvis Mazars Weekly Note
Geopolitical Spillover: Assessing the Impact of Iran-Israel Tensions on the Tanker Shipping Industry
Escalating tensions between Iran and Israel are analysed for their potential effects on global energy markets, particularly concerning the Strait of Hormuz.
Signal Ocean Special Report
Concerns over a potential disruption of the Strait of Hormuz
The escalation in mid-June 2025, marked by Israeli strikes against Iranian military and energy infrastructure..
Intermodal Weekly Market Report
Rumor falsified on Mongolia coal tariff
Mongolia, as the world's largest inland country, holds an estimated 300 bln tonnes of coal reserves (7th largest globally) and produced 98 mln tons in 2024 (9th largest globally).
BRS Weekly Dry Bulk Newsletter
Energy market on edge amid Middle East tensions
Tensions in the Middle East remained elevated, keeping energy markets on edge.
Commodities Wrap
Oil in supply chain explains muted price reaction to shocks
In this insight, we take a look at the global state of oil, potential challenges and projections for the markets amid rising Israel-Iran tension.
Vortexa Freight Weekly