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Breakwave Advisors

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Freight Futures
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Decarbonization
Press
Insights
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Breakwave
October 20, 2020

Vale: Where Is All the Iron Ore Going to?

Breakwave
October 20, 2020

Inventory changes play a major role on export volumes

Tagged: shipping

Comment
Breakwave
October 19, 2020

Is the Winter Rally Over for Capesizes?

Breakwave
October 19, 2020

Don’t throw the towel on dry bulk just yet

Tagged: shipping, dry bulk, Capesize

Comment
Braemar
October 16, 2020

The big questions: Asking the owners

Braemar
October 16, 2020

Comments from the Capital Link New York Maritime Forum’s dry bulk panel

Tagged: dry bulk, China, Baltic Dry Index, shipping

Comment
Ocean Analytics
October 15, 2020

The Chinese Economy Continues to Show Strength – Exports and Imports on the Rise

Ocean Analytics
October 15, 2020

The robust growth in trade is pointing towards a continued healthy recovery

Tagged: China, Economics

Comment
Breakwave
October 14, 2020

Is China's Steel Industry a Bubble About to Pop?

Breakwave
October 14, 2020

When production and inventories rise in tandem something gotta give

Tagged: shipping, dry bulk, Steel, China

Comment
Ocean Analytics
October 12, 2020

Will the US Consumers Keep Spending?

Ocean Analytics
October 12, 2020

The rapid return of the consumers is not just an American phenomenon

Tagged: Economics, Global economy

1 Comment
Commodore Research & Consultancy
October 12, 2020

Moderate Dry Bulk Fleet Growth

Commodore Research & Consultancy
October 12, 2020

Fleet growth remains an issue that continues to most negatively affect the panamax and handymax markets

Tagged: shipping, dry bulk

Comment
Ocean Analytics
October 8, 2020

Long-term Outlook for Tonnage Supply Supportive of Asset Values and Freight Rates

Ocean Analytics
October 8, 2020

The years ahead could see strong support for both asset values and freight rate

Tagged: shipping

Comment
Breakwave
October 7, 2020

China is a black box when it comes to Coal shipping

Breakwave
October 7, 2020

Import estimates are a moving target

Tagged: Coal, China

Comment
Ocean Analytics
October 6, 2020

Industrial Commodities: More Than Just Iron Ore

Ocean Analytics
October 6, 2020

In the last few months iron ore has dominated the headlines, but other commodities also matter

Tagged: China, Coal, Copper

Comment
Breakwave
October 5, 2020

The Fall of Icarus: The inevitability in shipping, but its all about averages

Breakwave
October 5, 2020

Cyclicality means volatility

Tagged: shipping, dry bulk, Brazil, China

1 Comment
Commodore Research & Consultancy
October 5, 2020

Ongoing Climb in Coal India’s Production and Offtake

Commodore Research & Consultancy
October 5, 2020

India coal stockpiles are declining

Tagged: Coal, India

1 Comment
Braemar
October 2, 2020

The iron ore market: Changing strategies

Braemar
October 2, 2020

The strategies of the majors have an effect on freight rates

Tagged: dry bulk, Brazil, Australia

Comment
Ocean Analytics
October 1, 2020

Global Trade: More Friction Ahead

Ocean Analytics
October 1, 2020

Tariffs back on the table

Comment
Breakwave
September 30, 2020

The Capesize Market is ripe for another leg higher

Breakwave
September 30, 2020

Q4 is officially here

Tagged: shipping, Coronavirus, China, Capesize

Comment
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