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 

Capesize Enters September on a High Note – Following one of the strongest Augusts in recent history for Capesize spot rates, early September appears equally promising for large bulk carriers.

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China’s steel exports have been running at record levels in 2025, with shipments over January-July reaching the highest volume since records began in 1990.


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Doric Weekly Market Insights






Shenhua Shift Coal Dynamics – What’s the Rationale?

On 12 August, after a seven-year pause, China Shenhua Group, China’s biggest coal producer, once again launched a large-scale asset merge and acquisition program,


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BRS Weekly Dry Bulk Newsletter



The global iron ore market

The global iron ore market continues to navigate a period of uncertainty in 2025, affected by subdued demand conditions.


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Intermodal Weekly Market Report

Grain Market Dynamics: China Moving Away from the U.S.

The U.S.–China trade war has fundamentally altered traditional dry bulk freight flows, particularly in grains, once a core employment base for Panamax and Supramax vessels on the U.S.–China route.


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Allied Weekly Report




China Shifts to South American Soy, U.S. Corn Rises to Japan

This week we take a closer look at the shifting grain flows of 2025, as U.S.–China trade tensions continue to dominate global perspectives.

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Signal Ocean Dry Weekly Market Monitor



Return of Steel Production Growth Ex-China, But Only Because of India

As we discussed in Commodore. Research's most recent Weekly Executive Report, global steel production totaled approximately 150.1 million tons in July. 

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From Commodore's Weekly Dry Bulk Reports


Oil falls amid concerns of higher OPEC supply

Commodity markets pushed lower as a stronger USD weighed on investor appetite. Expectations of further increases in OPEC output pushed oil prices lower.


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Commodities Wrap