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Breakwave Advisors discussed how global trade and geopolitical conflict affect dry bulk shipping, and the role of its BDRY ETF, which tracks freight futures. The firm noted that dry bulk carries most of the world's traded commodities and plays a major role in food and energy supply.
This is general investor commentary on freight market structure with no new supply or demand event, so its direct effect on feed commodity prices is limited.
tifin.comKatie GervaseMay 16, 2022Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
