Global Dry Bulk Trade Contraction and Market Pressures: White Paper May 2025 Issue
Global dry bulk trade is facing its sharpest contraction in nearly a decade, with year-to-date 2025 volumes down 1.5%, according to DBX data.
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Coal: Resilient Demand, Self-Defeating Rallies
Coal demand remains near record highs, but inventories and policy-driven supply response still argue against structural scarcity.
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 27 March 2026
We put out a Weebits note earlier this week, focused on electricity generation in Asia, what we tried to do there was just give you an idea of...
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Geopolitical Rupture and the Age of Metals Stockpiling
Gold and silver prices reach new highs, silver momentum declining, Chinese crackdown on high frequency trading, base metals showing slight...
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Debating a New Up-Cycle
- Metal prices have seen gains, with gold, silver, and platinum performing well, while coal, zinc, and nickel struggle, US tariffs are in place...
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