Sonicshares Global Shipping ETF (BOAT)

WTI breaking out from trend - above $100 President Trump warns the Iran ceasefire is on “life support" Trump admin has announced new sanctions against Chinese & UAE companies that facilitate Iran’s shipment of crude oil to China - $15M reward offered for info US military’s Central Command says its naval blockade of Iranian ports has redirected 65 commercial vessels and disabled four others. IRGC has indicated it would expand its zone of control around the Strait of Hormuz Gulf producers signal oil infrastructure repairs may stretch into 2027 China’s crude imports posted a hefty 2.4Mbpd m/m decline in April, averaging only 9.25Mbpd & marking the lowest pace of inflows since July 2022 Brazil more than doubled the volume of its oil exports to China (16M metric tons) India's PM urges Indians to work from home, travel less, & conserve fuel. India has artifically preserved same fuel prices since the Iran War by excise tax cuts & by forcing state-run OMCs to absorb losses Turkiye wants return to pre-war situation in Strait of Hormuz $BWET $BOAT $XLE $USO $XOP

Oil shipments thru the Panama Canal hit a record 1.77Mbpd in April, a +74% surge from the 2025 avg, as the effective closure of the Strait of Hormuz forced Asian nations to replace Middle Eastern crude w/ US Gulf Coast supply The spike has driven up canal tolls & tanker freight rates, adding an estimated $3/barrel premium for US-to-Asia voyages compared to pre-crisis Middle East routes. Japan, South Korea, China, & India have all ramped up US crude purchases despite longer transit times of 30 to 35 days Before the Hormuz crisis, the typical journey for Middle Eastern crude to Northeast Asia took roughly 15-17 days via the Strait of Hormuz & the Indian Ocean The Panama Canal Authority has maintained its reservation-based transit system and variable toll structure, but the sudden demand spike has pushed spot auction prices for last-minute slots sharply higher. Shipping brokers report that some tanker operators have paid premiums of several hundred thousand dollars above standard tariffs to secure passage without lengthy delays Asian refiners are absorbing the premium rather than risk running down strategic petroleum reserves or cutting refinery runs Parallel increase in voyages around the Cape of Good Hope, as some VLCCs are too large to fit thru the canal's locks & must take the longer route around South America - about 47-55 days IEA has noted in recent assessments that the Hormuz disruption may accelerate long-term trends toward supply chain diversification $BWET $BOAT $ENB $EPD $XOM

$BWET $BOAT $SPY BDIY Index (The Baltic Dry Index) is still below 2021-2022 levels. >BDI is a shipping freight-cost index issued daily by the London-based Baltic Exchange. The BDI is a composite of the Capesize, Panamax and Supramax timecharter averages. It is reported around the world as a proxy for dry bulk shipping stocks as well as a general shipping market bellwether.

$BOAT (SonicShares Global Shipping ETF) starting to wake up again 👀 After a long stretch of sideways / low attention chop, price action is finally showing signs of life. This is how shipping names tend to move — quiet accumulation phase, then sudden expansion when macro freight sentiment flips. No hype here, just structure: volume is starting to build, and the tape looks like it’s trying to shift from “dead money” to early momentum phase. If this follow-through holds, shipping could be one of those slow sectors that suddenly catches rotation attention fast. Still early. No confirmation yet — just watching for continuation, not chasing the first candle. 👉If this helps, tap @capitalthinktank

Drewry World Container Index declined for the 3rd consecutive week, easing -1% to $2,216 per 40ft container, due to softer rates on Asia–Europe, Transpacific & Transatlantic trade routes Despite elevated fuel costs & ongoing geopolitical risks, rates remain under sustained downward pressure due to excess capacity & low demand $SBLK $ZIM $DRYS $BOAT $IYT

Iran declared the Strait of Hormuz “completely open” for the 10-day period of the Lebanon ceasefire, but said ships would have to use a “coordinated route' thru Iranian-controlled waters "Military vessels remain prohibited from crossing the strait" "Movements will only be permitted with the permission of the IRGC Navy" Iran Foreign Minister: If the maritime blockade of Iran’s ports continues, Iran will take reciprocal measures. Iran is the guardian of the Strait of Hormuz and will show leniency where necessary Iranian ISNA news agency has quoted Mahmoud Nabavian, an official it described as a member of Iran’s negotiating team, as saying that some commercial ships will be permitted to cross the Strait of Hormuz, but only after paying fees CENTCOM: US naval block continues Only 20 ships are seen moving from the Gulf toward the exit via the Strait of Hormuz --- Shitshow in the Strait continues - not a rosy picture as President Trump claiming $USO $UNG $XLE $BOAT $DBA

President Trump announces a 10-day ceasefire b/n Israel and Lebanon starting at 5 PM EST today after speaking w/h both President Aoun & PM Netanyahu, directing VP Vance & Secretary Rubio to work toward a "lasting peace" Iran had demanded a permanent ceasefire & a full end to Israeli strikes in Lebanon as conditions for a deal, not a 10-day pause $XLE $USO $UNG $SPY $BOAT

Drewry’s World Container Index increased +1% to $2,309 per 40ft container this week mainly driven by rising rates on the Transpacific & Transatlantic trade routes Spot rates from Rotterdam to New York jumped +25% to $1,968 per 40ft box this week, breaking the usual trend of stability in the Transatlantic. The primary catalyst for this increase is a -13% m/m contraction in available ocean capacity for April On the Transpacific route, spot rates from Shanghai to New York increased +7% to $3,671 per 40ft container, while those to Los Angeles rose +9% to $2,910 $BOAT $SEA $BDRY $ZIM $DAC

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$BWET $BOAT $UAE $QAT $MACRO bro qatar said sunday...