BreakWave @DryBulkETF
Democratizing Shipping | Decarbonizing Maritime breakwaveadvisors.com 40’42” N, 74’01” W Joined February 2017-
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Shifts in the macro-economic backdrop left the market in two minds for most of the week. However, elevated supply risks continued to provide a strong level of support for energy and metal #markets. #economy #Commodities breakwaveadvisors.com/insights/2024/…
Looking ahead, recent high-frequency indicators suggest that the recovery of global trade has persisted into early 2024, albeit with fragility and a strong reliance on the performance of key #economies such as the United States and China. #markets breakwaveadvisors.com/insights/2024/…
GERDAU SAYS OPERATIONS ARE HALTED IN RIO GRANDE DO SUL STATE 👇 reuters.com/world/americas…
Weekly Insights Review breakwaveadvisors.com/insights/2024/…
Global steel production totaled approximately 161.2 million tons in March. Steel production outside of China has now increased on a year-on-year basis for seven straight months. #economy #markets breakwaveadvisors.com/insights/2024/…
Parcelling requirements for transatlantic flows are tilting to bigger vessels; pattern also reflected in the #tanker orderbook. #shipping breakwaveadvisors.com/insights/2024/…
A risk-off tone across #markets weighed on sentiment across the #commodity complex. Easing geopolitical risks and burgeoning stockpiles were also headwinds. #economy breakwaveadvisors.com/insights/2024/…
With the one third of the year already over and the Red Sea still off limits to the majority of the #tanker #market, we examine how #crude and product trade flows have changed to account for the necessary rerouting. breakwaveadvisors.com/insights/2024/…
You think Capesize futures are too high vs spot Index? About two years ago, the Capesize index was sitting at 19,235 and the June futures contract was at an impressive level of 36,000. 15 days later, the Index hit 38,000. Today the Capesize index is at 19,670 and the June…
From the perspective of oil demand growth vs. #tanker supply growth, we concede things look good. #shipping breakwaveadvisors.com/insights/2024/…
The global oil price rally has stalled. Rising onshore crude inventories and falling middle distillate cracks are posing downside risks on prices. #shipping #markets breakwaveadvisors.com/insights/2024/…
Ongoing inflationary pressures in the US put further doubts on imminent rate cuts. A weaker USD also weighed on investor appetite for #commodities. #economy breakwaveadvisors.com/insights/2024/…
Little is more important, or more difficult than trying to predict interest rates in an age of unstable inflation. #economy #markets breakwaveadvisors.com/insights/2024/…
China continues to fare better than many other #economies, but all is still not well. #shipping breakwaveadvisors.com/insights/2024/…
April proved to be a disappointment for freight futures traders. The average spot Cape rate for April ended ~40% lower than what was anticipated just a month prior, reflecting the optimism in future dry bulk rates Read more in our latest Dry Bulk Report: breakwaveadvisors.com/insights/20244…
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33K Followers 348 Following Maritime shipping researcher, trade/sanctions PhD from @Kennedy_School. Founder of @Shipping_VIE. Follow for #shipping market updates.
Joeri @joeriwestland
15K Followers 469 Following shipping investor/trader. Tweets intended for information only. Retweets ≠ endorsements. No investment advice, do your own DD.
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13K Followers 222 Following CPA - Sr Director / Gym / Chocolate Lab dad / Avid Investor / USA Shipping focused - Tankers, Bulk, Containers, LPG, LNG; and Energy related equities
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3K Followers 78 Following Head of Research at shipbroker SSY. Former shipping professor, ex-Clarksons hedge fund PM, FFA trader and drybulk analyst. @MIT_alumni. Never financial advice.
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3K Followers 417 Following Head of Quantitative Strategies in Torvald Klaveness. Former Head of Research. Views/insights/comments are not to be considered as financial advice.
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@DryBulkETF C-ATC$ 2014 Q3 : about $13.5K ( below $10K in Aug) 2014H2 : $14.4K
Thank you @NYSE We were honored to ring Monday's opening bell with our partner, Samsung Asset Management to celebrate $SOF. Learn more: bit.ly/3JwJyTZ #NYSE #BellRinging #investing #etfs
$BDRY is typically quoted *inside* the underlying FFA market...there has never been a better time to be a retail trader 💪 #shipping $GOGL $DSX $EGLE $GNK $SB $DRYS $NMM $SHIP $HSHP $KCC $SBLK $DNORD
@DryBulkETF "Motivated tonnage" , I'm stealing that one
but.....
VALE 4Q IRON ORE OUTPUT 89.40M METRIC TONNES, EST. 82.97M 😱🤯 Unreal… miracles happen
I will just leave this here for you all to digest
NY Times on how White House arrived at decision to delay U.S. LNG terminal CP2 in Louisiana: "Ahead of the decision, White House climate advisers met with activists like Alex Haraus, a 25-year-old Colorado social media influencer who has led a TikTok and Instagram campaign…
@DryBulkETF Odd no. Who's right.
Very important point - the Houti attacks provide a playbook that will be adopted by other parties wanting to disrupt Western interests. Supply chains are the front line. Globalization itself is under attack.
Expect this playbook to become part of the global geopolitical chess game for years to come. Straits, canals and waterways are going to play a much bigger role than even before in a world where inflicting economic pain in the Western world without real conflict is becoming much…
Valid points but in the long-run this feels like a bad move from the "anti-western Axis". Simply nothing would unify the West like having their Amazon Prime deliveries fkked with imo.
So, if you want to hurt the western world, you need to focus on what the Central Banks are trying so hard to contain: inflation. If supply chains get disrupted again, and that can really happen, it will matter greatly. And it will matter for what REALLY matters: all upcoming…
The Baltic Dry Shipping Index has pulled back nicely in the last week after popping on the Middle Eastern shipping conflict. Specific prices for shipping containers remain elevated, not of much concern just yet...but lots of eyes are on this as a driver for inflation.
😬😬
@DryBulkETF The ticker $bcon appears to be available. If a shipping etf were to do that sort of thing.
@DryBulkETF x.com/WallSt_SunTzu/…
@MPelletierCIO This is BS biased news. I dug up the source. It comes from Jr "commander" without field authority who was boasting for local consumption The real question is why is it a bad idea to listen to the Houthis? All they asked for is humanitarian aid to Gaza. Seems easier than gunships
It’s like demurrage or performance, Houthis are a new type of shipping claim 🤣
HOUTHIS CLAIM THIRD RED SEA ATTACK ON CONTAINER SHIPS IN 2 DAYS
@DryBulkETF It’s was indeed a very good discussion, appreciate all the panel members and organizers for making this event possible
Breakwave Day 2023 is LIVE NOW $BDRY $BWET x.com/i/broadcasts/1…
So 100 additional Newcastlemaxes needed by end 2028? Thats larger than the ENTIRE capesize orderbook today with slots fully booked into 2026. Today's orderbook likely only sufficient to replace the 100+ capes that will be older than 20y come 2026. We will need a lot more capes
Rio Tinto: “First production from the Simfer mine (Simandou project in West Africa) is expected in 2025, ramping up over 30 months to an annualised capacity of 60 million tonnes per year” While Vale told us today how they basically will maintain relatively flat production, the…
@FreightWaves Capesize Dec-23 traded over 40k today but reversed in the afternoon. The Jan-24 had an even bigger reversal.
Updated dry bulk status:
Current status of the dry bulk market:
Trends for United States
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