Publications
Freight Futures
Home
Press
Insights
About Us
Contact Us

Breakwave Advisors

Publications
Freight Futures
Home
Press
Insights
About Us
Contact Us
image-asset.jpg
Commodore Research & Consultancy
July 20, 2020

Panamax and Handymax Fleet Growth

Commodore Research & Consultancy
July 20, 2020

Fleet growth in these segments remains a headwind

Tagged: shipping, China, Capesize, Panamax, Supramax

Comment
Breakwave
July 15, 2020

Congestion is real

Breakwave
July 15, 2020

Effective supply has shrunk

Breakwave
July 14, 2020

Cyclicality vs Volatility

Breakwave
July 14, 2020

Bottoming process for the Capesize market following the recent major leg higher

Tagged: shipping, dry bulk, Capesize

Comment
Breakwave
July 13, 2020

Steel markets start the week solid but capesize sentiment remains sour

Breakwave
July 13, 2020

Muted beginning of the week for dry bulk

Tagged: dry bulk, shipping, Capesize

Comment
Commodore Research & Consultancy
July 13, 2020

Rebound in Chinese Steel Prices; Surge in Chinese Equity Market

Commodore Research & Consultancy
July 13, 2020

Steel output remains robust

Tagged: China, Steel, Coronavirus

Comment
Novisea
July 12, 2020

Is Dry Bulk Shipping the trade of the year?

Novisea
July 12, 2020

The drivers that brought the Capesize spot market to current levels remain intact.

Breakwave
July 9, 2020

Iron ore booming In perfect storm

Breakwave
July 9, 2020

Australia greatly benefits from high demand, constrained supply

Tagged: shipping, China, Australia, Vale, dry bulk

Comment
Breakwave
July 8, 2020

The correction is here, now what?

Breakwave
July 8, 2020

Finally Capesize spot rates correct, but might be just a blip

Tagged: shipping, dry bulk, China, Capesize

Comment
Breakwave
July 6, 2020

Backwardated curve a boon for freight investors

Breakwave
July 6, 2020

China’s stock markets point to increasing economic activity

Tagged: shipping, dry bulk, China, Capesize

1 Comment
Commodore Research & Consultancy
July 6, 2020

Segments of Chinese Consumer Market Remain Troubling

Commodore Research & Consultancy
July 6, 2020

Greater weakness in China’s housing market than is generally being reported

Tagged: China

Comment
Novisea
July 5, 2020

Are decade highs at play this year?

Novisea
July 5, 2020

The second half of 2020 should be one of the best periods for dry bulk

Comment
Breakwave
July 2, 2020

A repeat of 2019 could mean high profits for freight traders

Breakwave
July 2, 2020

Will this time be different?

Breakwave
July 1, 2020

First day of quarter prints almost 31,000 on Capes with futures at 35% discount

Breakwave
July 1, 2020

Bearishness takes hold of futures

Tagged: dry bulk, shipping, Australia, Capesize

Comment
Breakwave
June 30, 2020

As we exit the strongest June in 10 years, the Capesize market Remains skeptical

Breakwave
June 30, 2020

A month for the records comes to an end

Comment
Breakwave
June 29, 2020

Coal is dead.. long live coal

Breakwave
June 29, 2020

Coal demand keeps surprising to the upside

Tagged: coal, dry bulk, shipping, China

Comment
Newer Posts
Older Posts
Back to Top

©2017-2026 Breakwave Advisors LLC. All rights reserved. Disclosures & Privacy Notice