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 

Seasonal Headwinds as We Enter October – Despite relatively robust spot rates across all dry bulk segments, a note of caution for the near term is warranted.

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Over the past several cycles, the OECD has consistently warned that the global economy faces a gradually slowing growth trajectory, weighed down by both structural headwinds and cyclical risks.


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Doric Weekly Market Insights




Oil Glut Looms

More and more analysts expect the oil market to move into significant surplus next year.


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Gibson Tanker Market Report



Argentina soybeans to China

Soybean flows from Argentina to China in 2025 tell a striking turnaround story.


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Signal Ocean Dry Weekly Market Monitor




Government Shutdown? Maybe, but we'd still look at tech

A potential U.S. government shutdown looms by midnight September 30, 2025, risking a 0.1-0.2% GDP loss per week, with the 2018-19 shutdown’s $3bn hit as a precedent.


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Forvis Mazars Weekly Note

The crude tanker market

The crude tanker market in September saw a marked upswing, with rates rising to their highest levels in years.

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Intermodal Weekly Market Report



Tankers Research Update

Four oil terminals under Qingdao port implement new tanker scoring system, effects marginal

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Braemar Research




Bauxite Market Update

This week’s Allied Quantumsea Research highlights bauxite export dynamics against the backdrop of a stronger Capesize iron ore freight market in Q3.


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Allied Weekly Report






Bauxite, manganese ore, and forestry: More protectionism to come

Minor bulk, made up of all dry cargo types that are not categorized as iron ore, coal, or grains, has consistently outperformed the previous year in terms of total tonnage exported. In August, this trend continued as the total tonnage of minor bulk exports increased by 7% compared to the same period last year.


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Signal Ocean Special Report

  




Jump in Spot Thermal Coal Cargoes To Be Shipped to China

As we discussed in Commodore Research’s most recent Weekly China Report and Weekly Executive Report, the initial count of formally announced thermal coal cargoes to be shipped to Chinese buyers reported in the spot market last week came in at 15 cargoes. 


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From Commodore's Weekly Dry Bulk Reports



VLCC Recovery and Spillovers

Signal Ocean Insights reviews late-September dirty tanker dynamics, focusing on the surge that drove VLCC rates to unexpected highs at the close of Q3. With winter approaching, we also consider the outlook for the weeks ahead.


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Signal Ocean Tanker Weekly Market Monitor