Publications
Freight Futures
Home
Decarbonization
Press
Insights
About Us
Contact Us

Breakwave Advisors

Publications
Freight Futures
Home
Decarbonization
Press
Insights
About Us
Contact Us
image-asset.jpg
Klaveness Research
November 10, 2021

Drybulk freight rates have been hammered down lately. What’s going on?

Klaveness Research
November 10, 2021
Drybulk freight rates have been hammered down lately. What’s going on?

The main drivers behind the drop

Tagged: shipping, freight, Dry Bulk

Ocean Analytics
November 5, 2021

Iron Ore: Hero to Zero Yet Again

Ocean Analytics
November 5, 2021
Iron Ore: Hero to Zero Yet Again

Both iron ore and steel prices remain high in a historical context

Tagged: Iron ore, Steel, Price, Economy

Commodore Research & Consultancy
November 4, 2021

Recent Rebound in Chinese Dry Bulk Import Volume Routinely Overlooked

Commodore Research & Consultancy
November 4, 2021
Recent Rebound in Chinese Dry Bulk Import Volume Routinely Overlooked

We remain most bullish for China’s coal import prospects for the near term

Tagged: China, Imports, Dry Bulk, Economy

Breakwave
November 2, 2021

China: Lights Out. Is that Also the Case for Dry Bulk?

Breakwave
November 2, 2021
China: Lights Out. Is that Also the Case for Dry Bulk?

Energy is Everything

Tagged: China, Capesize, Coal, Energy

Comment
Ocean Analytics
November 2, 2021

Coal Prices Taking a Tumble

Ocean Analytics
November 2, 2021
Coal Prices Taking a Tumble

For dry bulk shipping, it will remain an important cargo

Ocean Analytics
October 29, 2021

Seaborne Coal: A Tale of Two Countries

Ocean Analytics
October 29, 2021
Seaborne Coal: A Tale of Two Countries

Thermal coal prices have given up some of the spectacular gains

Tagged: economy, Coal, pricerecord

Commodore Research & Consultancy
October 28, 2021

China's Iron Ore Imports Firm Leading Up To And During Previous Beijing Olympics

Commodore Research & Consultancy
October 28, 2021
China's Iron Ore Imports Firm Leading Up To And During Previous Beijing Olympics

China’s iron ore imports did not come under any significant pressure

Tagged: economy, China, iron ore

Commodore Research & Consultancy
October 27, 2021

Global Grain Trade Prospects Remain Encouraging

Commodore Research & Consultancy
October 27, 2021
Global Grain Trade Prospects Remain Encouraging

Still remain just one of many bullish facets of the dry bulk market

Tagged: Global, Economy, Gain

Ocean Analytics
October 27, 2021

Chinese Iron Ore Imports on the Rise in the Shadow of a Worsening Economic Outlook

Ocean Analytics
October 27, 2021
Chinese Iron Ore Imports on the Rise in the Shadow of a Worsening Economic Outlook

China's economy may decelerate faster than global investors realise.

Tagged: China, Economy, Imports

Braemar
October 23, 2021

The Big Picture: Global economic outlook

Braemar
October 23, 2021
The Big Picture: Global economic outlook

Mixed bag

Ocean Analytics
October 22, 2021

Indonesian Exports of Raw Materials Under Threat

Ocean Analytics
October 22, 2021
Indonesian Exports of Raw Materials Under Threat

New export bans are unlikely to affect Indonesia’s coal exports

Tagged: Indonesia, Exports, economy

Novisea
October 21, 2021

Diversification is a protection against ignorance

Novisea
October 21, 2021
Diversification is a protection against ignorance

Makes very little sense for those who know what they're doing

Tagged: diversification, asset management, investing

Commodore Research & Consultancy
October 20, 2021

Ongoing Divergence in Chinese Steel Production and Iron Ore Imports

Commodore Research & Consultancy
October 20, 2021
Ongoing Divergence in Chinese Steel Production and Iron Ore Imports

What comes next with iron ore imports?

Tagged: China, steel, iron ore

Ocean Analytics
October 19, 2021

Chinese Economy: The Warning Lights Are Flashing

Ocean Analytics
October 19, 2021
Chinese Economy: The Warning Lights Are Flashing

Economists expect China’s year-over-year growth to trend lower

Tagged: China, economy, crisis

Ocean Analytics
October 15, 2021

Coal: The Scramble for Supplies

Ocean Analytics
October 15, 2021
Coal: The Scramble for Supplies

Prices keep pushing higher

Tagged: economy, energycrisis, Coal

Newer Posts
Older Posts
Back to Top

©2017-2025 Breakwave Advisors LLC. All rights reserved. Disclosures & Privacy Notice