# ![@DryBulkETF Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::834217829708812289.png) @DryBulkETF BreakWave

BreakWave posts on X about $bwet, $bdry, china, commodities the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::834217829708812289/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::834217829708812289/c:line/m:interactions.svg)

- [--] Week [------] +2.20%
- [--] Month [-------] +20%
- [--] Months [-------] +50%
- [--] Year [---------] -33%

### Mentions: [--] [#](/creator/twitter::834217829708812289/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::834217829708812289/c:line/m:posts_active.svg)

- [--] Week [--] +38%
- [--] Month [---] +151%
- [--] Months [---] +44%
- [--] Year [---] -29%

### Followers: [------] [#](/creator/twitter::834217829708812289/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::834217829708812289/c:line/m:followers.svg)

- [--] Week [------] +0.02%
- [--] Month [------] +1.20%
- [--] Months [------] +6.20%
- [--] Year [------] +10%

### CreatorRank: [-------] [#](/creator/twitter::834217829708812289/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::834217829708812289/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  23% [finance](/list/finance)  13% [currencies](/list/currencies)  3% [stocks](/list/stocks)  2% [cryptocurrencies](/list/cryptocurrencies)  1%

**Social topic influence**
[$bwet](/topic/$bwet) #1, [$bdry](/topic/$bdry) #1, [china](/topic/china) 8%, [commodities](/topic/commodities) #146, [the first](/topic/the-first) 6%, [sentiment](/topic/sentiment) 5%, [strong](/topic/strong) 5%, [ore](/topic/ore) 4%, [momentum](/topic/momentum) #405, [india](/topic/india) 4%

**Top assets mentioned**
[Rio Tinto plc (RIO)](/topic/rio-tinto) [EURONAV NV (CMBT)](/topic/$cmbt) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [dHedge DAO (DHT)](/topic/$dht) [Frontline Ltd. (FRO)](/topic/$fro) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [Okeanis Eco Tankers Corp. (ECO)](/topic/$eco) [Tokenomy (TEN)](/topic/$ten)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Pareto: Rio Tinto published their Q4 update this morning showing Pilbara #ironore shipments of 91.3m tonnes (+7% y/y). This brings the total for [----] to 326.2m tonnes in the low-end of guidance (323 338m) as expected. Guidance for [----] remains unchanged from the CMD (flat y/y for Pilbara) while we also note reports that the first Simandou shipment has arrived in China. #drybulk #markets https://twitter.com/i/web/status/2013911754204483597 https://twitter.com/i/web/status/2013911754204483597"  
[X Link](https://x.com/DryBulkETF/status/2013911754204483597)  2026-01-21T09:49Z 16.7K followers, [----] engagements


"GUINEA [----] BAUXITE EXPORTS 182.8M TONS VS 145.8MT YR EARLIER"  
[X Link](https://x.com/DryBulkETF/status/2016533215607935386)  2026-01-28T15:25Z 16.7K followers, [----] engagements


"OPEC+ confirmed its plans to extend the pause on #crude #oil production hikes to March this year citing healthy oil #market fundamentals as reflected in low inventories. https://oilprice.com/Latest-Energy-News/World-News/OPEC-Extends-Output-Pause-Despite-Glut-Concerns.html https://oilprice.com/Latest-Energy-News/World-News/OPEC-Extends-Output-Pause-Despite-Glut-Concerns.html"  
[X Link](https://x.com/DryBulkETF/status/2018220761056506168)  2026-02-02T07:11Z 16.7K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: down 3% Panamax: down 3% Tankers VLCC: down 2% Suezmax: down 2% $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2018680104721711241)  2026-02-03T13:36Z 16.7K followers, [----] engagements


"Citi: "Fears of rapid de-dollarization continue to outpace the evidence. While incremental diversification away from U.S. assets may persist the data shows no viable alternatives at scale. Therefore we see a lack of durability in a wholesale shift away from the dollar or U.S. markets." #economy #markets https://twitter.com/i/web/status/2019344931228172298 https://twitter.com/i/web/status/2019344931228172298"  
[X Link](https://x.com/DryBulkETF/status/2019344931228172298)  2026-02-05T09:38Z 16.7K followers, [----] engagements


"Chinas retail sales in December grew year-on-year by only 0.9% which hasmarked another decline. #markets https://www.breakwaveadvisors.com/insights/2026/2/5/chinas-consumer-sector-remains-weak https://www.breakwaveadvisors.com/insights/2026/2/5/chinas-consumer-sector-remains-weak"  
[X Link](https://x.com/DryBulkETF/status/2019458889285067244)  2026-02-05T17:11Z 16.7K followers, [----] engagements


"Iron ore breaks into double digits for the first time since summer (that is considered a crash for iron ore:)"  
[X Link](https://x.com/DryBulkETF/status/2019589487852925414)  2026-02-06T01:50Z 16.7K followers, [----] engagements


"For the third time ever China's portside iron ore inventories are now sitting above [---] million tons. Just 2m tons short of an all time high"  
[X Link](https://x.com/DryBulkETF/status/2019765367216738396)  2026-02-06T13:29Z 16.7K followers, [----] engagements


"Precious metals were hit with a fresh wave of selling which weighed on sentiment across the metals complex. Oil fell amid easing geopolitical tensions. #commodities #markets https://www.breakwaveadvisors.com/insights/2026/2/6/fresh-wave-of-selling-hits-metals https://www.breakwaveadvisors.com/insights/2026/2/6/fresh-wave-of-selling-hits-metals"  
[X Link](https://x.com/DryBulkETF/status/2019798440532726194)  2026-02-06T15:40Z 16.7K followers, [----] engagements


"Libyas #oil sector is gaining renewed momentum in [----] following a series of strategic developments that took place recently at the Libya Energy & Economic Summit (LEES). #tankers https://www.breakwaveadvisors.com/insights/2026/2/11/libyas-oil-sector https://www.breakwaveadvisors.com/insights/2026/2/11/libyas-oil-sector"  
[X Link](https://x.com/DryBulkETF/status/2021624316119671240)  2026-02-11T16:36Z 16.7K followers, [---] engagements


"Arctic: Opec made no changes to forecasts in its monthly report yesterday. It sees Asian demand continuing to pick up pace from Q4 and into Q1 led by India which is good news for compliant trade. Opec expects global #oil demand to grow at a near-trend +1.4 mbd for 26/27e well above the IEAs forecast. #crude #tankers https://twitter.com/i/web/status/2021893321912717551 https://twitter.com/i/web/status/2021893321912717551"  
[X Link](https://x.com/DryBulkETF/status/2021893321912717551)  2026-02-12T10:25Z 16.7K followers, [----] engagements


"#Coal remains an important component of #drybulk trade but its role is evolving. As confirmed by the IEAs latest assessment freight risk is shifting from outright volume loss to reduced visibility and lower trade growth momentum. #commodities https://www.breakwaveadvisors.com/insights/2026/2/11/coal-and-the-freight-market-policy-direction-vs-market-reality https://www.breakwaveadvisors.com/insights/2026/2/11/coal-and-the-freight-market-policy-direction-vs-market-reality"  
[X Link](https://x.com/DryBulkETF/status/2021971515689119963)  2026-02-12T15:35Z 16.7K followers, [----] engagements


"As $BWET hits $40 for the first time ever here is the 1-year performance of tankers: $CMBT :+15% $STNG: +38% $DHT: +27% $FRO: +60% $TEN: +43% $NAT: +55% $INSW: +51% $ECO: +61% $BWET: +232% 🚀"  
[X Link](https://x.com/DryBulkETF/status/2019808848455115205)  2026-02-06T16:22Z 16.7K followers, [----] engagements


"ANZ: #Ironore fell below USD100/t as demand in China slowed ahead of the Lunar New Year holiday. Stockpiles at Chinese ports have been building in recent weeks as the industry enters the seasonal shutdown period. This comes as exporters such as Australia and Brazil have been boosting supply. #commodities https://twitter.com/i/web/status/2020765152736395591 https://twitter.com/i/web/status/2020765152736395591"  
[X Link](https://x.com/DryBulkETF/status/2020765152736395591)  2026-02-09T07:42Z 16.7K followers, [----] engagements


"In the near term it seems certain that India will further reduce Russian imports in favour of mainstream cargoes leading to another shift in demand from the dark to mainstream #tanker fleet likely increasing upside volatility in freight rates. #markets https://www.breakwaveadvisors.com/insights/2026/2/9/reassessing-russian-supply https://www.breakwaveadvisors.com/insights/2026/2/9/reassessing-russian-supply"  
[X Link](https://x.com/DryBulkETF/status/2020879728777781325)  2026-02-09T15:17Z 16.7K followers, [----] engagements


"The Panamax #market enters February shaped by two contrasting cargo narratives. #drybulk https://www.breakwaveadvisors.com/insights/2026/2/9/the-panamax-market https://www.breakwaveadvisors.com/insights/2026/2/9/the-panamax-market"  
[X Link](https://x.com/DryBulkETF/status/2020891288078324006)  2026-02-09T16:03Z 16.7K followers, [----] engagements


"The #drybulk #market enters the [----] Lunar New Year period with stronger momentum than in previous late-holiday cycles. Capesize earnings continue to provide meaningful support to the BDI while #ironore trade flows remain supportive despite moderating steel demand growth. https://www.breakwaveadvisors.com/insights/2026/2/9/bdi-vs-bci-ahead-of-the-lunar-new-year https://www.breakwaveadvisors.com/insights/2026/2/9/bdi-vs-bci-ahead-of-the-lunar-new-year"  
[X Link](https://x.com/DryBulkETF/status/2021136383381823727)  2026-02-10T08:17Z 16.7K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: flat Panamax: up 4% Tankers VLCC: flat Suezmax: flat $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2021216480453366230)  2026-02-10T13:35Z 16.7K followers, [----] engagements


"VLCC Rates Remain Strong Next Leg Depends on Demand - The sharp acceleration in VLCC freight seen in late January appears to have peaked for now. Read more in our latest Tanker Report: https://www.breakwaveadvisors.com/insights/2102026wetreport2026ll47 https://www.breakwaveadvisors.com/insights/2102026wetreport2026ll47"  
[X Link](https://x.com/DryBulkETF/status/2021242124369309818)  2026-02-10T15:17Z 16.7K followers, [----] engagements


"Yet more compliant #tankers could go dark after EU bans maritime services for Russia #crude trades. https://www.breakwaveadvisors.com/insights/2026/2/10/russian-crude-oil https://www.breakwaveadvisors.com/insights/2026/2/10/russian-crude-oil"  
[X Link](https://x.com/DryBulkETF/status/2021264265382961515)  2026-02-10T16:45Z 16.7K followers, [----] engagements


"The VLCC segment stands out with a replacement ratio of around 81% suggesting that ageing capacity is not yet fully covered by scheduled additions and leaving room for further newbuilding orders without materially increasing oversupply risk. #tankers https://www.breakwaveadvisors.com/insights/2026/2/10/tanker-newbuilding-activity https://www.breakwaveadvisors.com/insights/2026/2/10/tanker-newbuilding-activity"  
[X Link](https://x.com/DryBulkETF/status/2021517322595541148)  2026-02-11T09:31Z 16.7K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: up 5% Panamax: flat Tankers VLCC: flat Suezmax: flat $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2021581500022456506)  2026-02-11T13:46Z 16.7K followers, [----] engagements


"Last year the average trip length across all dry bulk shipping hit another record now above [----] miles. Atlantic to Pacific trade growth is the main reason for the improvement"  
[X Link](https://x.com/DryBulkETF/status/2021590741923795353)  2026-02-11T14:22Z 16.7K followers, [----] engagements


"Clarksons: Mainstream tanker markets set for spike with EU's Russia ban https://www.tradewindsnews.com/tankers/clarksons-mainstream-tanker-markets-set-for-spike-with-eus-russia-ban/2-1-1942220 https://www.tradewindsnews.com/tankers/clarksons-mainstream-tanker-markets-set-for-spike-with-eus-russia-ban/2-1-1942220"  
[X Link](https://x.com/DryBulkETF/status/2021599032594862162)  2026-02-11T14:55Z 16.7K followers, [----] engagements


"TRUMP SAYS COAL POWER GENERATION WILL RISE ABOUT 25%30% THIS YEAR EIA right now:"  
[X Link](https://x.com/DryBulkETF/status/2021719333597049144)  2026-02-11T22:53Z 16.7K followers, [----] engagements


"LatAm #crude exports are facing a temporary slowdown in early-2026 but we expect a rebound going forward. #markets https://www.breakwaveadvisors.com/insights/2026/2/12/latam-crude-exports-face-temporary-slowdown https://www.breakwaveadvisors.com/insights/2026/2/12/latam-crude-exports-face-temporary-slowdown"  
[X Link](https://x.com/DryBulkETF/status/2021885057229881388)  2026-02-12T09:52Z 16.7K followers, [---] engagements


"Freight Futures AM Update Dry Bulk Capesize: flat Panamax: down 2% Tankers VLCC: flat Suezmax: flat $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2021937608121897066)  2026-02-12T13:21Z 16.7K followers, [----] engagements


"From a #shipping perspective the oversupply of bauxite warrants close attention as it can influence marginal trade volumes and by extension marginal freight rates. #markets https://www.breakwaveadvisors.com/insights/2026/2/12/guinean-miner-to-lower-the-long-term-contract-price https://www.breakwaveadvisors.com/insights/2026/2/12/guinean-miner-to-lower-the-long-term-contract-price"  
[X Link](https://x.com/DryBulkETF/status/2021999068843757952)  2026-02-12T17:25Z 16.7K followers, [---] engagements


"Vale all-in cost landed to China is $65-$70 per ton that is before financing and capex 🤔"  
[X Link](https://x.com/DryBulkETF/status/2022089611447820396)  2026-02-12T23:25Z 16.7K followers, [---] engagements


"Freight Futures AM Update Dry Bulk Capesize: flat Panamax: up 1% Tankers VLCC: down 2% Suezmax: flat $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2006358552198427000)  2025-12-31T13:35Z 16.5K followers, [----] engagements


"Looking ahead #freightmarket performance in the coming year is expected to remain strongly influenced by geopolitical risks Chinese policy direction and broader #macroeconomic developments. #drybulk https://www.breakwaveadvisors.com/insights/2025/12/30/dry-tonne-days https://www.breakwaveadvisors.com/insights/2025/12/30/dry-tonne-days"  
[X Link](https://x.com/DryBulkETF/status/2006383601076576634)  2025-12-31T15:15Z 16.5K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: down 3% Panamax: down 1% Tankers VLCC: down 3% Suezmax: flat $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2007088664397148630)  2026-01-02T13:56Z 16.5K followers, [----] engagements


"Pareto: With #markets gradually returning to normal after the holiday we saw more stable conditions yesterday. Some FFA-momentum for VLCCs would at least indicate that a small rebound could occur soon. #tankers #shipping"  
[X Link](https://x.com/DryBulkETF/status/2008508539422351416)  2026-01-06T11:58Z 16.4K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: up 3% Panamax: flat Tankers VLCC: up 1% Suezmax: down 2% $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2008531699211399463)  2026-01-06T13:30Z 16.5K followers, [----] engagements


"Arctic: President Trumps announcement last night that Venezuela will hand over 30-50 mbls of sanctioned #oil to US which will sell it and share the proceeds is a fresh shot in the arm for a freight market coming gout of the holidays in a wobbly state of mind. While the details are still to be worked out it is clear that the intention is to move the oil to US Gulf refiners which will require a massive volume of #tankers. VLCCs will depend more on how China decides to address the issue buy now or wait for things to calm down drawing inventories in the meantime."  
[X Link](https://x.com/DryBulkETF/status/2008845015351541778)  2026-01-07T10:15Z 16.5K followers, [----] engagements


"US ATTEMPTING TO SEIZE VESSEL MARINERA IN NORTH ATLANTIC"  
[X Link](https://x.com/DryBulkETF/status/2008890336656113669)  2026-01-07T13:15Z 16.5K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: down 3% Panamax: up 1% Tankers VLCC: up 10% Suezmax: up 6% $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2008890439836049470)  2026-01-07T13:16Z 16.5K followers, [----] engagements


"In [----] seaborne #drybulk flows showed mixed trends across major #commodities. #Ironore exports grew modestly with China remaining the dominant importer despite a slowdown in domestic steel production. https://www.breakwaveadvisors.com/insights/2026/1/7/chinas-demand-is-the-heaviest-factor-for-commodities-in-2025 https://www.breakwaveadvisors.com/insights/2026/1/7/chinas-demand-is-the-heaviest-factor-for-commodities-in-2025"  
[X Link](https://x.com/DryBulkETF/status/2008945783396291022)  2026-01-07T16:56Z 16.5K followers, [----] engagements


"Analysts expect 'structural shock' for sanctioned tankers as US markets Venezuelan oil https://www.rivieramm.com/news-content-hub/analysts-expect-structural-shock-for-sanctioned-tankers-as-us-markets-venezuelan-oil-87346 https://www.rivieramm.com/news-content-hub/analysts-expect-structural-shock-for-sanctioned-tankers-as-us-markets-venezuelan-oil-87346"  
[X Link](https://x.com/DryBulkETF/status/2009262481303060867)  2026-01-08T13:54Z 16.6K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: up 1% Panamax: up 2% Tankers VLCC: up 9% Suezmax: up 7% $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2009263218158428323)  2026-01-08T13:57Z 16.5K followers, [----] engagements


"Spot VLCC rates jump 33% to $15/ton (up 59% to $55k/day)"  
[X Link](https://x.com/DryBulkETF/status/2009298482482266468)  2026-01-08T16:17Z 16.5K followers, 31.2K engagements


"Reuters: #Oil prices rose for a second day on Friday set for their third weekly gain on uncertainty about the future of supply from Venezuela and as Iranian unrest increases concerns about output there. #markets https://www.reuters.com/business/energy/oil-rises-concerns-about-supply-disruptions-venezuela-iran-increase-2026-01-09/ https://www.reuters.com/business/energy/oil-rises-concerns-about-supply-disruptions-venezuela-iran-increase-2026-01-09/"  
[X Link](https://x.com/DryBulkETF/status/2009521958271250477)  2026-01-09T07:05Z 16.5K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: down 1% Panamax: down 2% Tankers VLCC: up 5% Suezmax: up 3% $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2009619810376986710)  2026-01-09T13:34Z 16.5K followers, [----] engagements


"New ATH for $BWET NAV"  
[X Link](https://x.com/DryBulkETF/status/2009624840840577083)  2026-01-09T13:54Z 16.5K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: down 1% Panamax: down 1% Tankers VLCC: down 2% Suezmax: up 1% $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2010700961392578786)  2026-01-12T13:10Z 16.5K followers, [----] engagements


"Spot indexes have only partially rebounded vs 4Q25 peak yet VLCC equities have almost fully recovered; $BWET tanker ETF posted a new all-time high on Friday. https://www.lloydslist.com/LL1156057/VLCC-spot-rates-partially-recover-from-Christmastime-plunge https://www.lloydslist.com/LL1156057/VLCC-spot-rates-partially-recover-from-Christmastime-plunge"  
[X Link](https://x.com/DryBulkETF/status/2011013824258945518)  2026-01-13T09:53Z 16.5K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: down 1% Panamax: up 3% Tankers VLCC: up 6% Suezmax: up 6% $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2011070868487545002)  2026-01-13T13:40Z 16.5K followers, [----] engagements


"VLCC Futures Curve in Contango as Optimism Returns Following the stabilization observed in mid-December the Very Large Crude Carrier (VLCC) spot market has entered the new year with a cautious outlook. Read more in our latest Tanker Report: https://www.breakwaveadvisors.com/insights/1132026wetreport55447kji https://www.breakwaveadvisors.com/insights/1132026wetreport55447kji"  
[X Link](https://x.com/DryBulkETF/status/2011099771608691158)  2026-01-13T15:35Z 16.6K followers, [----] engagements


"Arctic: Spot rates continue their sharp rebound with VLs sniffing at the key USD 100k/day level again. The Baltic jumped +3.9% on #crude and +7.8% on clean. #tankers #markets"  
[X Link](https://x.com/DryBulkETF/status/2011374180395274262)  2026-01-14T09:45Z 16.5K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: flat Panamax: up 4% Tankers VLCC: up 8% Suezmax: up 4% $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2011431496603824147)  2026-01-14T13:33Z 16.5K followers, [----] engagements


"YTD $BWET +70%"  
[X Link](https://x.com/DryBulkETF/status/2011544339189809660)  2026-01-14T21:01Z 16.5K followers, [----] engagements


"ANZ: #Ironore futures edged lower despite signs of strong demand. Chinas iron ore imports climbed to 120mt maintaining strong momentum following earlier holiday restocking. Annual volumes reached 1.26bnt (+1.8% y/y) reflecting ongoing support from steel mill replenishment even as domestic output remains subdued. #markets https://twitter.com/i/web/status/2011704982311956592 https://twitter.com/i/web/status/2011704982311956592"  
[X Link](https://x.com/DryBulkETF/status/2011704982311956592)  2026-01-15T07:40Z 16.5K followers, [----] engagements


"Arctic: Spot rates on fire with the Baltic's #crude and clean indexes rising +4.7% and +8.8% respectively yesterday. Benchmark rates nearing USD 100k/d for VLs. The impact of shifting physical flows is exacerbated by geopolitical risks which encourage charterers to move quickly. #markets #tankers https://twitter.com/i/web/status/2011741038549860449 https://twitter.com/i/web/status/2011741038549860449"  
[X Link](https://x.com/DryBulkETF/status/2011741038549860449)  2026-01-15T10:03Z 16.5K followers, [----] engagements


"Pareto: Another firm day across the board with #VLCCs back at three digits in the MEG. FFAs surging further and both suez and aframaxes continue to push back to peak December levels. With Iran-attacks now less likely we see FFAs trading off a bit this morning (but they are volatile). #tankers https://twitter.com/i/web/status/2011773752111988740 https://twitter.com/i/web/status/2011773752111988740"  
[X Link](https://x.com/DryBulkETF/status/2011773752111988740)  2026-01-15T12:13Z 16.5K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: up 2% Panamax: up 4% Tankers VLCC: down 4% Suezmax: down 1% $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2011796160873177255)  2026-01-15T13:42Z 16.5K followers, [----] engagements


"ANZ: Inventories of #ironore held at ports in China have risen nearly 20% since September [----]. However on a seasonal basis they are comparable with recent years prior to the Lunar New Year holidays. #drybulk"  
[X Link](https://x.com/DryBulkETF/status/2012078149165793710)  2026-01-16T08:23Z 16.5K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: up 2% Panamax: up 3% Tankers VLCC: up 1% Suezmax: up 1% $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2012155483684319405)  2026-01-16T13:30Z 16.5K followers, [----] engagements


"Coal India (which is responsible for over 75% of Indias #coal output) produced [----] million tons ofcoallast month. #commodities https://www.breakwaveadvisors.com/insights/2026/1/16/coal-indias-stockpiles-continue-to-climb https://www.breakwaveadvisors.com/insights/2026/1/16/coal-indias-stockpiles-continue-to-climb"  
[X Link](https://x.com/DryBulkETF/status/2012174740438253583)  2026-01-16T14:46Z 16.5K followers, [----] engagements


"VLCC rates have improved with recent gains primarily reflecting supply-side factors rather than stronger demand. #crude #tankers https://www.breakwaveadvisors.com/insights/2026/1/16/freight-market-vlcc-ag-supply-vs-demand https://www.breakwaveadvisors.com/insights/2026/1/16/freight-market-vlcc-ag-supply-vs-demand"  
[X Link](https://x.com/DryBulkETF/status/2012200422149075416)  2026-01-16T16:29Z 16.5K followers, [----] engagements


"Arctic: On the fundamental front Chinas macro data for Dec and Q4 came in mixed but with some positive indications for #oil which showed demand is continuing to strengthen. While the countrys stockbuilding has been the main focus of #market attention we believe the bigger story is one of an improving #economy boosting transportation demand amid oil intensive capacity expansions within refining and petchem industries. https://twitter.com/i/web/status/2013191171816706065 https://twitter.com/i/web/status/2013191171816706065"  
[X Link](https://x.com/DryBulkETF/status/2013191171816706065)  2026-01-19T10:05Z 16.5K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: up 4% (up8% vs Fri) Panamax: flat (up1% vs Fri) Tankers VLCC: down 2% (down 4% vs Fri) Suezmax: down 3% (down 6% vs Fri) $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2013609268126138832)  2026-01-20T13:47Z 16.6K followers, [----] engagements


"Following a dramatic 64% decline in spot rates since early December which saw the Capesize Index lose approximately [-----] points the market appears to have reached a tentative bottom. Read more in our latest Dry Bulk Report: https://www.breakwaveadvisors.com/insights/162026db-reportjukl47o85 https://www.breakwaveadvisors.com/insights/162026db-reportjukl47o85"  
[X Link](https://x.com/DryBulkETF/status/2013641927359422558)  2026-01-20T15:57Z 16.6K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: up 2% Panamax: flat Tankers VLCC: up 2% Suezmax: up 3% $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2013969532725940614)  2026-01-21T13:38Z 16.6K followers, [----] engagements


"China has started [----] with two signals that matter for #bulk #shipping in different ways. One is policy-driven and hits steel trade flows directly. The other is balance-sheet driven and shows up first in #ironore restocking behaviour. https://www.breakwaveadvisors.com/insights/2026/1/21/china-has-started-2026-with-two-signals-that-matter-for-bulk-shipping https://www.breakwaveadvisors.com/insights/2026/1/21/china-has-started-2026-with-two-signals-that-matter-for-bulk-shipping"  
[X Link](https://x.com/DryBulkETF/status/2013986824901800260)  2026-01-21T14:47Z 16.6K followers, [----] engagements


"ANZ: Sentiment was boosted by a slightly more positive outlook from the International Energy Agency. It increased its forecast for global #oil demand growth in [----] for a third consecutive month. World consumption will now grow by 930kb/d the IEA stated in its latest monthly report. Stockpiles are theoretically on track to rise by 3.7mb/d this year according to this assessment. However IEA cautioned that the actual overhang may not reach these levels. #markets https://twitter.com/i/web/status/2014248917236334983 https://twitter.com/i/web/status/2014248917236334983"  
[X Link](https://x.com/DryBulkETF/status/2014248917236334983)  2026-01-22T08:08Z 16.6K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: down 3% Panamax: down 1% Tankers VLCC: flat Suezmax: up 2% $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2014333783399403905)  2026-01-22T13:46Z 16.6K followers, [----] engagements


"Silver about to cross $100; Copper close to all-time highs; Iron ore:"  
[X Link](https://x.com/DryBulkETF/status/2014515176381227423)  2026-01-23T01:47Z 16.6K followers, [----] engagements


"BRS Shipbrokers: The #Capesize #market firmed through mid-January. Overall sentiment has firmed but remains measured. With Pacific earnings recovering and Atlantic flows steady the Capesize market appears better supported in the near term though further upside will remain dependent on sustained #ironore loading volumes rather than sentiment-driven rallies. https://twitter.com/i/web/status/2014624993863143499 https://twitter.com/i/web/status/2014624993863143499"  
[X Link](https://x.com/DryBulkETF/status/2014624993863143499)  2026-01-23T09:03Z 16.6K followers, [----] engagements


"The #VLCC #market saw strong return in rates but it's unlikely to be sustainable as the trade rebalances. https://www.breakwaveadvisors.com/insights/2026/1/22/vlcc-freight-surge-is-the-momentum-short-lived-or-sustained https://www.breakwaveadvisors.com/insights/2026/1/22/vlcc-freight-surge-is-the-momentum-short-lived-or-sustained"  
[X Link](https://x.com/DryBulkETF/status/2014716204477198754)  2026-01-23T15:05Z 16.6K followers, [----] engagements


"China's #coaloutput totaled [---] million tons last month. This is up month-on-monthby [----] million tons (2%) and down year-on-year by only [---] million tons. #drybulk https://www.breakwaveadvisors.com/insights/2026/1/23/another-contraction-in-chinas-coal-derived-electricity-generation https://www.breakwaveadvisors.com/insights/2026/1/23/another-contraction-in-chinas-coal-derived-electricity-generation"  
[X Link](https://x.com/DryBulkETF/status/2014761825179484243)  2026-01-23T18:07Z 16.6K followers, [----] engagements


"Chart of the day: Ahead of the storm spot power prices are really spiking PJM RT Peak price👇"  
[X Link](https://x.com/DryBulkETF/status/2014781668226142564)  2026-01-23T19:25Z 16.6K followers, [----] engagements


"Citi: Geopolitical risk accommodative monetary conditions and sustained fiscal expansion reinforce #golds role as an effective portfolio diversifier. Recent price action and continued central bank demand support its value when traditional duration hedges prove less reliable. chart: Gold's share of global reserves. Rising from multi-decade lows. https://twitter.com/i/web/status/2015462899716936179 https://twitter.com/i/web/status/2015462899716936179"  
[X Link](https://x.com/DryBulkETF/status/2015462899716936179)  2026-01-25T16:32Z 16.6K followers, [----] engagements


"As expected: PJM WARNS OF POTENTIAL RECORD WINTER PEAK LOAD ON TUESDAY JAN. [--] Chart of the day: Ahead of the storm spot power prices are really spiking PJM RT Peak price👇 https://t.co/23Vl9hCwtB Chart of the day: Ahead of the storm spot power prices are really spiking PJM RT Peak price👇 https://t.co/23Vl9hCwtB"  
[X Link](https://x.com/DryBulkETF/status/2015572844168499362)  2026-01-25T23:49Z 16.6K followers, [----] engagements


"Arctic: It seems clear that both Russian and Iran exports are heading lower in January possibly by as much as 0.5-1.0 mbd retracing a Dec bounce with falling Indian imports of Russian #oil being the main driver. The drop appears to be offset by a rebound in Kazakh exports from the Black Sea however as loading are reported to have resumed following a prolonged drop caused by Ukrainian drone attacks in November. #markets https://twitter.com/i/web/status/2015710191963025684 https://twitter.com/i/web/status/2015710191963025684"  
[X Link](https://x.com/DryBulkETF/status/2015710191963025684)  2026-01-26T08:55Z 16.6K followers, [----] engagements


"Reuters: Oil prices edged higher on Monday after climbing more than 2% in the previous session as output disruptions in major U.S. crude-producing regions and tensions between the U.S. and Iran boosted prices. #crude #markets https://www.reuters.com/business/energy/oil-holds-onto-gains-iran-keeps-investors-edge-2026-01-26/ https://www.reuters.com/business/energy/oil-holds-onto-gains-iran-keeps-investors-edge-2026-01-26/"  
[X Link](https://x.com/DryBulkETF/status/2015732705111969841)  2026-01-26T10:25Z 16.6K followers, [----] engagements


"The Iran standoff and fresh US sanctions kept a geopolitical risk premium in #tankers. Chinas container freight futures rallied despite sliding spot rates as traders priced in prolonged Red Sea disruption risk. https://www.lloydslist.com/LL1156168/China-container-futures-and-tanker-stocks-jump-on-Iran-standoff-as-Frontline-VLCC-deal-resets-term-rate-benchmark https://www.lloydslist.com/LL1156168/China-container-futures-and-tanker-stocks-jump-on-Iran-standoff-as-Frontline-VLCC-deal-resets-term-rate-benchmark"  
[X Link](https://x.com/DryBulkETF/status/2015756580797510119)  2026-01-26T11:59Z 16.6K followers, [----] engagements


"Todays #drybulk #market is operating from a markedly stronger footing. Early-year momentum improving sentiment and a more supportive #macro backdrop have collectively lifted earnings across all major segments. https://www.breakwaveadvisors.com/insights/2026/1/26/dry-bulk-market-on-a-stronger-footing https://www.breakwaveadvisors.com/insights/2026/1/26/dry-bulk-market-on-a-stronger-footing"  
[X Link](https://x.com/DryBulkETF/status/2015818832460321208)  2026-01-26T16:07Z 16.6K followers, [----] engagements


"The European Union and Mercosur (a South American trade bloc) have delivered their long-sought trade pact along with a political statement few could have imagined when talks began [--] years ago. #markets #shipping https://www.breakwaveadvisors.com/insights/2026/1/26/eu-latin-america-fresh-trade-dynamics https://www.breakwaveadvisors.com/insights/2026/1/26/eu-latin-america-fresh-trade-dynamics"  
[X Link](https://x.com/DryBulkETF/status/2015836183134097426)  2026-01-26T17:16Z 16.6K followers, [----] engagements


"You think nat gas is wild Well front month PJM electricity futures are up 100% in [--] trading days breaking $100/MWh for the first time since the [----] energy crisis👇"  
[X Link](https://x.com/DryBulkETF/status/2015944568429068295)  2026-01-27T00:26Z 16.6K followers, [----] engagements


"ANZ: Iron ore futures in China fell last week as rising supply weighed on sentiment. China received its first shipment of #ironore from the giant Simandou mine in Guinea in West Africa. The new project is expected to raise output to as much as 120mt of high-grade iron ore which is highly sort after by Chinese steel mills. #markets #drybulk https://twitter.com/i/web/status/2013165894898188630 https://twitter.com/i/web/status/2013165894898188630"  
[X Link](https://x.com/DryBulkETF/status/2013165894898188630)  2026-01-19T08:25Z 16.6K followers, [----] engagements


"You think silver got squeezed Wait till you see how VLCC rates get cornered 🫢 https://www.tradewindsnews.com/tankers/-unprecedented-times-frontline-confirms-76-900-per-day-vlcc-charters-windfall/2-1-1933624 https://www.tradewindsnews.com/tankers/-unprecedented-times-frontline-confirms-76-900-per-day-vlcc-charters-windfall/2-1-1933624"  
[X Link](https://x.com/DryBulkETF/status/2014886484986196126)  2026-01-24T02:22Z 16.6K followers, 12.7K engagements


"Freight Futures AM Update Dry Bulk Capesize: up 3% Panamax: flat Tankers VLCC: up 4% Suezmax: up 1% $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2015780783416369300)  2026-01-26T13:36Z 16.6K followers, [----] engagements


"New All-time High for $BWET NAV New 52W High $BDRY NAV Shipping rates moving fast"  
[X Link](https://x.com/DryBulkETF/status/2015783068271812786)  2026-01-26T13:45Z 16.6K followers, [----] engagements


"China iron ore inventories 15-year range.🤔"  
[X Link](https://x.com/DryBulkETF/status/2015784670760206431)  2026-01-26T13:51Z 16.6K followers, [----] engagements


"ANZ: Despite the strong investor demand in recent months gold is still relatively under-owned against traditional assets. Gold ETF assets under management make up only 2% of a portfolio made up of bonds equities and precious metals. That provides some potential upside to investor demand despite the strong price gains achieved recently. #commodities #markets https://twitter.com/i/web/status/2016078089546002903 https://twitter.com/i/web/status/2016078089546002903"  
[X Link](https://x.com/DryBulkETF/status/2016078089546002903)  2026-01-27T09:17Z 16.6K followers, [----] engagements


"Seasonality calls for a decline in Capesize rates during Jan-Feb period. but this year ain't happening. Capesize spot rates surge posting the best ever start for the year in at least [--] years. 👇"  
[X Link](https://x.com/DryBulkETF/status/2016134114651382097)  2026-01-27T13:00Z 16.6K followers, [----] engagements


"Freight Futures AM Update Dry Bulk Capesize: up 5% Panamax: up 1% Tankers VLCC: down 2% Suezmax: flat $BDRY $BWET"  
[X Link](https://x.com/DryBulkETF/status/2016145487401832763)  2026-01-27T13:45Z 16.6K followers, [----] engagements


"The Capesize market is the most optimistic it has been since the Suez crisis for the progression of spot rates. Back then suck optimism failed to materialize. This time around expectations are that Capesize rates will average [-----] in the next [--] months which will be the best performance since the post-Covid spike. Will it work this time around https://twitter.com/i/web/status/2016168655894016001 https://twitter.com/i/web/status/2016168655894016001"  
[X Link](https://x.com/anyuser/status/2016168655894016001)  2026-01-27T15:17Z 16.6K followers, [----] engagements


"Chinas #drybulk #market usually fades into the Lunar New Year yet the first three weeks of [----] are doing the opposite: volumes are firmer year on year tonne-miles are improving and freight is refusing to switch off. https://www.breakwaveadvisors.com/insights/2026/1/27/capes-are-holding-up https://www.breakwaveadvisors.com/insights/2026/1/27/capes-are-holding-up"  
[X Link](https://x.com/DryBulkETF/status/2016211403690869159)  2026-01-27T18:07Z 16.6K followers, [----] engagements


"Reuters: Oil prices gained further ground on Wednesday as supply concerns lingered after a winter storm disrupted U.S. #crude output and exports while Middle East tensions lent additional support. #markets https://www.reuters.com/business/energy/oil-prices-mixed-us-supply-worries-linger-after-winter-storm-2026-01-28/ https://www.reuters.com/business/energy/oil-prices-mixed-us-supply-worries-linger-after-winter-storm-2026-01-28/"  
[X Link](https://x.com/DryBulkETF/status/2016415134537630020)  2026-01-28T07:36Z 16.6K followers, [----] engagements


"Strong European demand for WTI and a rise in liftings of Venezuelan crude to US Gulf have boosted the regions Aframax rates to the point where Suezmaxes are now more competitive. #tankers #markets https://www.breakwaveadvisors.com/insights/2026/1/27/-cpc-outage-venezuela-re-routing-lift-aframax-demand-in-gulf-of-mexico https://www.breakwaveadvisors.com/insights/2026/1/27/-cpc-outage-venezuela-re-routing-lift-aframax-demand-in-gulf-of-mexico"  
[X Link](https://x.com/DryBulkETF/status/2016429585391296525)  2026-01-28T08:34Z 16.6K followers, [----] engagements


"Measured from the recent lows when the discussion around a potential attack on Iran begun Brent has moved up roughly $9/bbl a similar amount to the spike last June when the previous attack took place. A lot is priced in but uncertainty adds to optionality👇"  
[X Link](https://x.com/DryBulkETF/status/2016696732894085179)  2026-01-29T02:15Z 16.6K followers, [----] engagements


"With all the talk about the demise of the USD when looking at a longer term chart it seems that we are trading at least in the middle of the range as measured by DXY with the ups and downs corresponding to the normal macro events over the years"  
[X Link](https://x.com/DryBulkETF/status/2016708082315755957)  2026-01-29T03:00Z 16.6K followers, [----] engagements


"Doric:For the full year [----] Chinas GDP rose 5% meeting the governments target despite structural challenges and rising trade frictions with the United States. #markets #economy"  
[X Link](https://x.com/DryBulkETF/status/2016800046134538588)  2026-01-29T09:06Z 16.6K followers, [----] engagements


"India #crude imports are approaching record levels in January as non-Russian crude arrivals surge amid a pivot from Russia-origin crude. #tankers https://www.breakwaveadvisors.com/insights/2026/1/29/india-crude-imports-set-to-remain-elevated-in-january https://www.breakwaveadvisors.com/insights/2026/1/29/india-crude-imports-set-to-remain-elevated-in-january"  
[X Link](https://x.com/DryBulkETF/status/2016906155772019187)  2026-01-29T16:07Z 16.6K followers, [----] engagements


"Update on that: The massive play which is increasingly looking like a bid to corner the VLCC market has now reached more than [--] secondhand acquisitions some of which are still being worked on as well as a swollen charter portfolio. https://www.lloydslist.com/LL1156194/Gianluigi-Aponte-stands-behind-Sinokor-spree-now-surpassing-40-VLCCs You think silver got squeezed Wait till you see how VLCC rates get cornered 🫢 https://t.co/Nubw2mToeL https://www.lloydslist.com/LL1156194/Gianluigi-Aponte-stands-behind-Sinokor-spree-now-surpassing-40-VLCCs You think silver got squeezed Wait till you see how"  
[X Link](https://x.com/DryBulkETF/status/2017009080359850468)  2026-01-29T22:56Z 16.6K followers, [----] engagements


"Something odd is happening in China's iron ore market: In the last [--] months inventory levels are up marginally (15mt) yet the difference between iron ore supplied and iron ore used is up a staggering 158mt. For context the 140mt of "missing" iron ore represents the industry size of all EU and Middle East combined Where is all this iron ore"  
[X Link](https://x.com/DryBulkETF/status/1792915443327390201)  2024-05-21T13:48Z 16.7K followers, 216.9K engagements


"HAPAG-LLOYD: NO DEAL WITH HOUTHIS FOR RED SEA SHIPPING"  
[X Link](https://x.com/anyuser/status/1744366209208918243)  2024-01-08T14:31Z 16.7K followers, 30.5K engagements


"Reuters: South Africa's Kumba Iron Ore's mineral sales rose 3% during the first half of the year helping to offset inflation-related cost increases following an improvement in rail freight and port operations. #commodities #ironore https://www.reuters.com/world/africa/kumbas-iron-ore-sales-up-3-better-rail-port-services-2025-07-24/ https://www.reuters.com/world/africa/kumbas-iron-ore-sales-up-3-better-rail-port-services-2025-07-24/"  
[X Link](https://x.com/DryBulkETF/status/1948340036585295902)  2025-07-24T11:10Z 16.7K followers, [----] engagements


"What are freight futures #drybulk #tankers"  
[X Link](https://x.com/anyuser/status/1720102779518062695)  2023-11-02T15:37Z 16.7K followers, 76.1K engagements

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