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
Braemar
March 20, 2022

The Big Picture: The Capesizes

Braemar
March 20, 2022
The Big Picture:  The Capesizes

An update

Tagged: shipping, Dry Bulk, capesize

Shipfix
March 18, 2022

India Key to Changing Trade Flows

Shipfix
March 18, 2022
India Key to Changing Trade Flows

India will be the key to how the new trade flows will develop in the wake of the war and sanctions.

Tagged: global, economy, Trade

Commodore Research & Consultancy
March 17, 2022

Global Grain Trade Forecasts Continue to be Lowered as Anticipated

Commodore Research & Consultancy
March 17, 2022
 Global Grain Trade Forecasts Continue to be Lowered as Anticipated

We still do not see any major replacement for lost grain cargo volumes

Tagged: economy, shipping, Dry Bulk, grains

Signal Ocean
March 16, 2022

Signal Dry Bulk Weekly Report

Signal Ocean
March 16, 2022
Signal Dry Bulk Weekly Report

Snapshot of Spot Freight Rates, Supply-Demand Trends, Port Congestions

Tagged: shipping, Dry Bulk, freight, rates

Forvis Mazars
March 14, 2022

The Great Commodity Crisis (GCC) may force the Fed’s hand

Forvis Mazars
March 14, 2022
The Great Commodity Crisis (GCC) may force the Fed’s hand

Make no mistake. Commodity prices are now a runaway train.

Tagged: commodities, economy, volatility

Braemar
March 12, 2022

The Big Picture: Replacing Black Sea grain

Braemar
March 12, 2022
The Big Picture: Replacing Black Sea grain

On the back of a major supply disruption in grain markets

Tagged: shipping, grains, wheat, corn

Commodore Research & Consultancy
March 11, 2022

Reduced Forecasts For Ukrainian Coarse Grain, Ukrainian Wheat, and Russian Wheat Exports

Commodore Research & Consultancy
March 11, 2022
Reduced Forecasts For Ukrainian Coarse Grain, Ukrainian Wheat, and Russian Wheat Exports

An absolute loss of cargoes would become a net negative for the dry bulk shipping market

Tagged: Ukraine, Russia, Exports, Dry Bulk

Shipfix
March 10, 2022

Substitutions and Shortages

Shipfix
March 10, 2022
Substitutions and Shortages

The newfound appetite for thermal coal will support dry bulk freight rates

Tagged: Russia, Ukraine, Exports, shipping

Signal Ocean
March 9, 2022

Signal Dry Bulk Weekly Report

Signal Ocean
March 9, 2022
Signal Dry Bulk Weekly Report

Snapshot of Spot Freight Rates, Supply-Demand Trends, Port Congestions

Tagged: shipping, Dry Bulk, freight, rates

Commodore Research & Consultancy
March 8, 2022

Dry Bulk Market Can Be Helped By End of Conflict

Commodore Research & Consultancy
March 8, 2022
Dry Bulk Market Can Be Helped By End of Conflict

We continue to hope that the conflict ends as quickly and peacefully as possible

Tagged: Ukraine, Russia, Dry Bulk, shipping, Market

Forvis Mazars
March 8, 2022

“Cancelling” Russia will be expensive

Forvis Mazars
March 8, 2022
 “Cancelling” Russia will be expensive

The war and the concomitant reactions will have consequences we can’t yet imagine

Tagged: global, markets, Russia, Ukraine

Vortexa
March 5, 2022

Oil price fluctuations & tanker rates

Vortexa
March 5, 2022
Oil price fluctuations & tanker rates

Will oil price fluctuations matter in three decades time?

Tagged: tankers, freight, Price

Commodore Research & Consultancy
March 4, 2022

Latest Vessels Hit In Black Sea; Ukrainian Harvest All But Certain To Be Significantly Affected

Commodore Research & Consultancy
March 4, 2022
Latest Vessels Hit In Black Sea; Ukrainian Harvest All But Certain To Be Significantly Affected

Τhe conflict will result in a loss of cargoes that cannot be fully offset from other exporters

Tagged: Ukraine, shipping, Dry Bulk

Signal Ocean
March 3, 2022

Signal Dry Bulk Weekly Report

Signal Ocean
March 3, 2022
 Signal Dry Bulk Weekly Report

Snapshot of Spot Freight Rates, Supply-Demand Trends, Port Congestions

Tagged: shipping, Dry Bulk, freight, rates

Shipfix
March 3, 2022

Sanctions and Trade Disruptions

Shipfix
March 3, 2022
Sanctions and Trade Disruptions

Shipping and commodity market face disruptions in many different ways

Tagged: Russia, Ukraine, war, shipping

Newer Posts
Older Posts
Back to Top

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