FIS Freight and Commodity Podcast: Recent Episodes
Freight Investor Services
Unprecedented Coverage in Unprecedented Times.
The FIS management and broking teams around the world have got their heads together to bring you our Freight and Commodity podcast, providing you with an update right across the commodity complex.
Welcome back to "Freight Up," your go-to podcast for insights into the major freight and bulk commodity markets.
I'm your host, Davide, and this episode features our man in Shanghai, Hao Pei, who will dissect the recent news out of China and its impact on the iron ore market.
Archie Smith and Ben Klang will provide their analyses on the oil markets and freight rates, respectively.
We'll kick things off with a review of key economic indicators, including the European Central Bank's recent interest rate cut and the US employment data for May.
Then, Hao Pei will discuss rumours of China's potential refinancing project for affordable housing and its implications for iron ore.
Archie will shed light on fuel oil trends post-OPEC meeting and the surprising rally in high-sulphur fuel oil.
Finally, Ben will give an overview of FFA rates and the physical market developments, including iron ore and coal demand fluctuations.
Listen in for an information-packed episode that promises to keep you informed on all things freight and commodities.
Useful links:FIS Live
Timestamped summary00:00 US economy added 272,000 jobs in May.
04:11 Iron ore market fluctuations, China housing support.
07:31 August Brent future benchmark fluctuated, up with demand.
12:11 Baltic Exchange rates rose with demand support.
14:01 Pacific shipping market fluctuates amidst demand changes.
Welcome to another episode of Freight Up, your go-to source for the latest news and insights in the freight and bulk commodity markets.
I'm Jess, and today, along with Davide, we'll bring you up to date on recent market movements.
Our expert line-up this week includes Hao Pei, who'll shed light on the reasons behind the sharp drop in iron ore prices, Archie Smith with his analysis on the oil market post-OPEC meeting, and our old friend Rob Belcher, who'll provide insights into the steel and scrap market.
Additionally, we'll cover the latest acquisition news with FIS acquiring GR8 Chartering in Athens, and update you on global inflation figures and broad market movements.
Listen in for an episode packed with essential updates and expert opinions to keep you informed and ahead in the freight and commodity landscape!
Useful links:FIS Live
Timestamped summary00:00 UK inflation down, Japan down, Euro up.
03:46 Silver and iron ore markets see drops.
09:08 Narrowing spread between high and low sulphur.
12:12 German construction slows, prices remain subdued.
14:37 Turkish scrap and rebar market trends summarised.
16:18 Subscribe for the latest freight and commodity analysis.
Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
We're your hosts, Jess, and Davide, and in this episode of Freight Up, we’re joined by Ben Klang, who breaks down the latest trends in the dry freight market, Hao Pei provides an insightful analysis of the new Chinese stimulus package's impact on the iron ore market, Archie Smith gives us a comprehensive overview of the current state of the oil market.
Whether you're a current client or someone who's thinking of working with us, this episode's packed with essential information to keep you informed on the critical movements within the trading sphere.
Listen in as we explore these topics and more on Freight Up!
Remember, follow "Freight Up" in your favourite podcast app, and find us on LinkedIn!
And check out our app FIS Live for the latest insights.
Thanks in advance for listening to this Freight and Commodity podcast by FIS!
Useful links:FIS Live
Timestamps00:00 Freight rates declined while fuel prices dropped.
04:43 Panamaxis and supermax index rates fluctuate downward.
07:45 Short-run metals trade crowded, impacting gold, silver, copper, zinc.
10:02 Crude oil price remained range-bound, supported.
14:08 Subscribe and follow for future podcast updates.
Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
We're your hosts, Jess, and Davide, and in this episode of Freight Up and in this episode, we’re joined by Ben Klang, who breaks down the latest trends in the dry freight market, Hao Pei discussing the rebound in iron ore prices, and Archie Smith providing an update on the decline in Brent crude futures.
Additionally, we have Hugh Taylor from FIS, sharing his expertise on risk management in shipping post a successful seminar in Athens.
Whether you're a current client or someone who's thinking of working with us, this episode's packed with essential information to keep you informed on the critical movements within the trading sphere.
Listen in as we explore these topics and more on Freight Up!
Remember, follow "Freight Up" in your favourite podcast app, and find us on LinkedIn!
And check out our app FIS Live for the latest insights.
Thanks in advance for listening to this Freight and Commodity podcast by FIS!
Useful links:FIS Live
Timestamps00:00 Market updates: iron ore and dry freight.
03:23 May and June market rates fluctuated but closed higher.
07:27 Iron ore fell as expected, market analyzes.
10:25 Decrease in war premium affects oil prices.
13:41 Assist Greek shipping clients with trading derivatives.
17:54 Greek generation interested in shipping options, future plans.
Markets in Motion: Dry Freight Gains, Middle East Tensions, and Iron Ore UpdatesHello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
We're your hosts, Jess, and Davide, and in this episode of Freight Up we'll dissect the latest geopolitical events impacting our sectors, from the Middle Eastern tensions and their muted effect on crude oil, to the unexpected surge in cocoa prices due to West African crop shortfalls.
In this episode, Ben Klang decodes the dry freight market's roller coaster ride, while Hao Pei predicts the iron ore market's resistance to a short-term correction.
Our people's broker and resident fuel oil expert Archie Smith reports to us remotely from Dubai, shining a light on the rising cracks in fuel oil prices this month.
Brace yourselves for another 'deep dive' into the seas of freight and commodities.
Remember, follow "Freight Up" in your favourite podcast app, and find us on LinkedIn!
And check out our app FIS Live for the latest insights.
Thanks in advance for listening to this Freight and Commodity podcast by FIS!
Useful links:FIS Live
Timestamps00:00 Middle East tensions ease, commodities fluctuate. Fed adjusts.
04:21 TC index down 7% then rebounded. Market sentiment improved.
08:16 High market, steel margin drop, iron ore strategy.
09:36 Steel demand may gradually increase over months.
13:09 OPEC cuts impacting high sulphur crude market.
Iron Ore's Resurgence and Oil's Rally: Navigating the Current Commodity Climbs!Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
I'm your host, Fernanda, and in this episode of Freight Up it's a mix of emotions as I'll be saying my final goodbye to you.
But before you and I dock for the last time, let's chart the course for today's adventure through the world of Freight and Commodities.
We'll welcome aboard Jessica Free, our very own new marketing executive, who'll share some tantalizing tidbits about the much-anticipated overhaul of our FIS Live app.
As we navigate through today's choppy waters, we'll examine the downturn in freight indices and investigate the iron ore market's surprising resurgence.
Plus, we'll dissect the impact of geopolitical turbulence on soaring oil prices.
Our crew of Freight Uppers for this episode includes:
Ben Klang, who'll talk us through bulk carrier rates
Hao Pei, whose market insights keep us ahead of the curve
And Archie Smith, the people's broker, who'll unpack the reasons behind crude oil's climb above $90...
So, grab your life vest as we set sail one last time together.
It's an honor to have been your captain here on Freight Up, and I'm thrilled to have you with me for one final voyage.
Useful links:FIS Live
Timestamps00:00 Freight market down, indices show negative trends.
04:36 Capes rates decreased, but recovered slightly.
09:23 China decreases mortgage rate, boosts housing market.
10:58 Iron market indicators improving, sustainable rebound expected.
14:33 OPEC continues production cuts, Middle East tensions boost prices.
Dramatic Movements in Dry Freight Markets and Significant Rally in Crude OilHello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
I'm your host, Davide, and in this episode of Freight Up, we're back with our usual format after the special episode on US energy last week.
If you missed that, you can catch up here.
We'll be discussing the latest movements in the dry freight markets, the iron ore market, and fuel oil.
I'll start with a roundup of the latest commodity news, including the US durable goods orders, Russian oil shipments to North Korea, and the potential trade implications of the Baltimore bridge collapse.
Then, we'll hear from our experts as Ben Klang shares insights on the dry freight market, Hao Pei discusses the iron ore market, and Archie Smith provides analysis on the significant rally in crude oil.
Click play and join me for this insightful voyage through the current trends and developments in the freight and commodities industry.
Useful links:FIS Live
Timestamps00:00 Freight up with Davide: Latest commodity news.
04:45 Shipping rates fluctuated, ending the week lower.
08:36 Iron ore market volatility rises, directionless sentiment.
12:21 Brent future hits recent highs, supply tightness.
14:49 Front cracks softened and April May spread narrowed.
Oil, oil, Everywhere! US energy predictions and trendsHello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
I'm your host, Davide, and in this episode of Freight Up, I'm thrilled to bring you a special episode delving into the energy market with my US colleagues.
Joining me today are Daniel and Miguel, as we explore the US energy sector.
Together, we'll be discussing the impact of various factors such as EV cars, oil production, OPEC cuts, monetary policy, and geopolitical tensions on the energy market.
We'll also talk about the nuances of these elements and their implications for the future of the oil market in the year ahead.
Useful links:FIS Live
Timestamps01:00 China's industrial production rises, Bank of Japan raises interest rates, Brent crude prices surge, EU tariffs on grain imports, volatile FFA market movements.
02:00 The Dry Freight FFA market update, Panamaxes and iron ore.
03:54 US market experts Daniel and Miguel on OPEC and inflation.
12:32 Federal Reserve's tightening policy impacts global economy.
16:26 Bunker industry resilient, adapting to new routes.
17:42 Oil prices likely to rise, reaching $80-90.
Commodity roundup: iron ore drops, Capes take a breakHello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
I'm your host, Davide, and in this episode of Freight Up, we're covering the fuel oil arbitrage, and the latest on the Capes.
We start with a roundup of the latest macroeconomic news, discussing topics such as China's consumer price rise and US employment rate.
We then hear from our team of 'Freight Uppers' on the topics of iron ore, dry freight, and fuel oil.
Hao Pei provides insights into the significant drop in the iron ore market and potential signs of reversal.
Ben Klang shares the shifts in the dry freight market, including the impact on the FFA market.
Archie Smith discusses the impact of data releases, including the OPEC monthly report, on the fuel oil market and explains the volatility in the front month high sulphur fuel oil east-west differential.
What are you waiting for?
Click play on the episode and listen in as we break down the complex world of freight and commodities.
Useful links:FIS Live
Timestamps00:00 US inflation stable, freight market movements summarised.
03:51 Iron maintenance stable, but dropped on Friday.
08:36 Capes experienced choppy FFA market, with increases.
12:56 OPEC lowers production; CPI stays steady. API data shows crude stockpile decrease.
15:19 Asian buyers support prices, European prices higher.
Iron Ore Index Dive: Can We Expect a Quick Rebound to $116-$118? Hao Pei Reveals All!Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
I'm your host, Fernanda and in this episode of Freight Up, I'm joined again by Davide, the newest member of the "Freight Up" team.
Cape Size Surge and Iron Ore Market:The episode highlights the significant surge in Cape Size index and its impact on the FFA market.
Hao Pei provided valuable insights on the iron ore market, discussing China's recent policy updates and their implications.
Dry Freight Market Movements:Ben Klang discussed the movements in the dry freight market, providing detailed insights into the Cape FFA market and its impact on the wider market.
He elaborates on the increasing physical activity in the Pacific and steady rates in the Atlantic region, along with the high demand for the c five iron ore route.
Ben's analysis highlighted the strong volumes and trading activities in the Cape, Panamax, and Supermax vessels, offering a comprehensive overview of the dry freight market.
OPEC's Extended Cuts and Fuel Oil Market:Archie Smith provides a hot take on OPEC's extended cuts and the future of Brent crude prices.
He sheds light on the impact of Russia's decision to cut a further almost 500,000 barrels a day in production and exports in Q2, which surprised the market.
Archie's analysis suggests that mere cuts might not be sufficient to reach the $100 per barrel mark, emphasising the potential influence of geopolitical tensions.
Additionally, he discusses the volatility in low sulphur fuel oil cracks and spreads, offering valuable insights into the fuel oil market.
Useful links:FIS Live
Timestamps00:00 Big conference discussing stimulus and government policies.
06:25 Cape FFA market sees fluctuating rates.
07:52 Week's maritime markets saw mixed performance.
13:49 Monday morning saw significant swings in cracks.
14:44 Oil prices fall due to lower settlements.
Cape Size Index Surge: Iron Ore Concerns and Beijing's Impact Explored on "Freight Up"Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
I'm your host, Fernanda and in this episode of Freight Up, I'm joined again by Davide, the newest member of the "Freight Up" team.
We're once again bringing out our big gun 'freight-uppers' to unravel the recent fluctuations in the freight and commodities market.
We'll be exploring the reasons behind the substantial increase in the Cape size index, analysing the concerns surrounding the iron ore market, and discussing the impact of macroeconomic news and geopolitical tensions on market dynamics.
Together with Davide, we'll be talking to Ben Klang, Archie Smith, and Hao Pei, and we'll provide you with comprehensive insights into various market movements and offer projections for the future.
This episode is a must-listen for anyone seeking a deeper understanding of the complexities and trends within the freight and commodities industry.
Useful links:FIS Live
Timestamps00:00 US sanctions Sovcomflot; Vale expects iron ore growth.
Market movements: Cape +33.8%, Panamax -7.3%, Supermax +8%, Hennessy +11.8%.
05:26 Oil price range-bound due to conflicting factors.
09:04 OPEC cuts didn't work, US production rampant.
10:44 Latest article on LinkedIn discusses global spare capacity.
13:59 Cape size market rallied amid significant activities.
19:48 Slow recovery on construction sites after Chinese New Year.
22:43 Market participants desensitized to macro stimulus, news.
24:12 China's iron ore recovery is uncertain.
Freight Market Analysis: Uranium, Spreads, Dry Freight and Battery MetalsHello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
I'm your host, Fernanda and in this episode of Freight Up, I'm joined by Davide, the newest member of the "Freight Up" team.
We're going to explore the intricate world of freight and commodities.
From the dry freight market to battery metals, we cover a wide range of topics.
We'll discuss China's economy, iron ore demand, mining developments, and uranium, shedding light on the market movements in various freight indexes.
Davide offers valuable insights on the battery metals market, including recent price movements, policy impacts, and future growth prospects.
We also have our senior technical analyst Ed Hutton on with us sharing his expertise on the dry freight market, delving into market volatility, spreads, and potential bullish signals.
It's a content-packed episode that you don't want to miss on "Freight Up".
Timestamps00:00 China's economy experiences deflation, PBOC takes action.
03:54 Indexes show gains and some decreases.
08:36 Physical market importance grows, derivatives on debt launch.
09:56 European Commission forecasts significant rise in demand.
14:21 Historical spreads and futures indicate bullish outlook.
17:59 Shipping market spreads overexposed, potential imbalance.
19:43 Market needs rebalance, spreads signal overexposure.
OPEC Production Cuts and Iron Ore Market ImpactHello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
I'm your host, Fernanda and in this episode of Freight Up, we delve deep into the world of commodities and freight, exploring the latest developments and insights that are shaping the markets.
Our guest speakers, Hao and Archie, provide valuable analysis and updates on the iron ore and crude oil markets.
Archie shares his expert insights on just what's been going down in the crude oil market throughout Q1 so far, discussing the impacts of geopolitical tensions, production levels, and economic data on oil prices.
He also sheds light on the high sulphur East-West contract and its significant movements in the current market.
Meanwhile, Hao provides a detailed overview of the iron ore market, highlighting the factors contributing to a bearish sentiment and the potential impact of upcoming events such as the Platts iron ore index and the US Womack conference on market dynamics.
Listen to this episode for a comprehensive look at the evolving landscape of commodities and freight, as we 'navigate' through the complexities that are shaping the industry.
Timestamps00:00 Crude stockpile slump spurs oil price rise.
06:36 High sulphur fuel prices driven by market factors.
10:46 Market outlook predicts drop due to oversupply.
13:35 Exciting year ahead with currency fluctuations. Potential chaos though!
Market Volatility and Season's Greetings! Hello and welcome to a special edition of Freight Up, the go-to podcast for the latest buzz in the commodities and freight markets from FIS.
I'm your host, Fernanda, and boy, do we have a jam-packed episode lined up for you this week. And it's just as well because this is our last episode of 2023!
We've got Joshua Stern, Archie Smith, Hao Pei, George Huston, and of course, John Banaszkiewicz, centre stage to dissect the fluctuations that are setting the tone for both 2023 and the predictions that 2024 holds.
We're also linking here to the website John B mentions in his conversation with us, in case you're feeling festively charitable and want to help us to help Ukraine!
We'll explore the ripples of the nickel price surge on battery costs and the consequent allure for financial players in the green battery production space.
Josh will take us through the steel markets, from USHRC to scrap, and we'll delve into the ever-fluctuating landscape of oil with Archie's expert insights on those OPEC decisions and their far-reaching impacts. Oh and an update on Al Zour!
But it's not all charts and numbers; we'll touch upon the more personal side of our guests as they share their humanitarian efforts, their holiday cheer, and, yes, their plans for their four-legged friends during the festive season. Love going straight out to the Smith family doggos!
With the masterful breakdowns from our commodity connoisseurs, we're looking at market drivers like freight, iron ore, and the growth of the battery metals market with us lot at FIS setting the pace.
We're also zooming into the futures of Supermax, Cape, and more with eye-opening contract period interests that have surged before we all turn our calendars.
George Houston's ground-breaking venture into the fertiliser options market and Hao Pei's prediction on iron ore prices serve as testaments to the innovation and foresight pulsing through the veins of this industry.
Timestamps05:05 Poor demand outlook, shipping route concerns impact prices.
09:32 Volatility in markets, challenging year for traders.
11:00 Market sentiment leans positive, despite volatility.
16:32 Complexity and volatility in the environmental market.
20:01 Steel market experiencing volatility, momentum slowing down.
23:39 Curve flattens, backwardation returns, interest in 2024.
27:42 North China weather disrupts port, Pacific rates rise.
29:02 Highly volatile week in shipping and trading.
32:12 Panamax, Cape, Supermax saw high trading volumes.
36:28 Specialised in grain risk management; advocating accessibility.
40:32 Iron ore demand and supply dynamics suggest bearish outlook.
42:37 Iron ore prediction for 2024: higher average.
Remember to review and follow us on whichever app you enjoy listening to us in!
Cape Market's Christmas PresentWelcome back to another episode of Freight Up, the podcast where we deep-dive into the latest trends in the shipping and commodities markets.
The episode kicks off with an exciting revelation of record cleared volumes in the Cape size contracts on the 29th of November.
The substantial jump in spot rates and the notional value of trades underscored the fervent activity in the market, prompting eager anticipation for what might unfold in 2024.
We'll give you a detailed breakdown of the driving forces behind this market frenzy, including factors such as the influx of financial players, post-rainy season uptick, higher-than-expected volumes from our major players.
Comparative Analysis: 2024 vs. 2008Drawing from historical data, the episode delves into a comparison between the current market state and the monumental events of 2008.
Spot rates, year-to-date figures, and notable trades were dissected to provide an insightful juxtaposition of the past and present, offering a nuanced perspective on the market's evolution over time.
Hao Pei's Insights on Iron Ore and 2024 Market ForecastThe episode features a thought-provoking discussion with Hao Pei, who shared his assessment of the iron ore market's recent trends and his outlook for 2024.
An analysis of the iron ore index's fluctuations, combined with a projection of future volatility, paint a comprehensive picture of what lies ahead.
Hao Pei's insights into the challenges and opportunities that the market may encounter in 2024 shed light on the potential scenarios that could unfold, providing listeners with valuable foresight into this crucial commodity's trajectory.
Timestamps00:00 Financial players bring liquidity, boost volumes. Iron ore rises, concerns over Chinese property.
05:36 Iron ore market shows volatility and weakness.
07:52 Iron ore index forecast: 2024 prices and challenges
10:22 Close-up view of freight operations.
Remember to review and follow us on whichever app you enjoy listening to us in!
EU ETS, and Energy AlternativesWelcome back to another episode of Freight Up, the podcast where we deep-dive into the latest trends in the shipping and commodities markets.
EU ETS explained As shipping companies face new regulations we've got a freight container-full of insights awaiting us.
The EU ETS conundrum is upon us and our experts Luke and Hugh will unwrap the layers of complexity in managing these emissions, the role of traders in a green future, and the strategies for dealing with EU allowances.
Also, here's the link to the site they mention!
Panamax ratesIn this episode, as markets navigate through choppy waters, we'll explore the strong currents in the Panamax rates driven by an insatiable mineral demand and the emergence of Indonesian coal cargoes that's pushing volumes to new heights in Asia.
We're also seeing significant fixtures across the transatlantic with a special eye on mineral cargoes.
Talking trade trends, we'll dissect the flurry of activity in the Dry FFA market, especially within Cape, Panamax, and Supermax contracts.
Coking coal chaosThen, there's China where coking coal futures are surging—an aftershock of governmental inspects and unfortunate mining mishaps.
Despite this, the outlook on Fob Australia Coking coal suggests that the supply may remain tight, with miners jostling for their slice of the pie.
LNG's futureOur guest, Dr Jonathan Gaylor, who has 10 years’ experience in alternative fuels, currently serving as the Alternative Fuels Manager for Navig8, a prominent shipping and trading company that includes Integr8, will share his expert take on LNG's bullish future.
We'll uncover why LNG dual fuel vessels may hold the competitive edge and discuss why gas price volatility could be a silver lining for traders.
With the winter season ahead, LNG prices could spell out future trends.
Timestamps00:00 SGMF and majors improve bunkering; price challenges remain.
07:26 Viable shipping sectors for Prabs, considering market changes.
09:57 Ship owners face challenges in managing risk.
12:45 Winter will showcase LNG market's future direction.
17:05 Two likely scenarios regarding ship management contracts.
20:41 Malta, Netherlands, Spain, Sweden, and Cyprus requirements.
25:06 Warehousing EUAs for clients offers advantages.
28:21 Uncertainty over oil production cuts extension speculation.
29:05 Oil prices fell sharply but recovered quickly.
33:14 Refinery maintenance caused high fuel prices.
37:59 Cape Market saw surge in rates, trading.
39:14 Iron ore freight rates surged due to strong demand and active trading in China.
43:36 Record future volumes in Dry FFAs market.
47:14 Limited impact on Fob and coal markets.
Remember to review and follow us on whichever app you enjoy listening to us in!
Positive sentiment in freight market as BHP iron ore news dominates headlines! Oh, and OPEC... Welcome back to another episode of Freight Up! in which we're this week discussing the BHP iron ore division strikes. Also, what does this weekend's OPEC meeting have in store for us?
Welcome back to another episode of the "Freight Up!" podcast!
In this week's episode, our host Fernanda is joined by guests Hao Pei and Archie to discuss into the latest developments in the fuel market and the impact of the BHP strikes on the iron ore industry.
Archie provides insights into the fluctuating fuel market, discussing the recent turbulence in crude prices and the upcoming OPEC meeting.
Meanwhile, Hao shares his firsthand experience from the FIS Shanghai seminar and provides an in-depth analysis of the BHP strikes and its potential impact on the market.
Also, Fernanda will give us another run down of the market report.
Listen as we uncover the implications of all these developments and explore what lies ahead for the freight industry.
Let's get started!
Summary of this episode:
Fuel Market
- Crude oil prices have been flat and sideways, but experienced a sharp slump last week. - The slump was caused by a poor demand outlook and US stockpile builds. - Market is waiting for the outcome of the OPEC meeting. - Fuel oil complex has been strong, supported by tight supplies, especially in the very low sulfur fuel oil segment. - High sulfur fuel oil market has been stable.
Freight Market
- Positive sentiment in the freight market, with gains in various vessel sizes. - Panamax and Cape sizes experienced significant increases. - Strong coal demand and rise in demand for mineral cargoes contributed to the positive sentiment. - Iron ore and coal volumes increased. - Rate increases observed in various routes and contracts.
BHP Strikes
- BHP strikes rumors and concerns have been circulating in the market. - The news of strikes has generated attention, but the actual impact is uncertain. - Talks and discussions on strikes have been ongoing for two years. - Potential consequences include a shortage in iron ore shipments if strikes occur, leading to an increase in prices. - If strikes are avoided and a deal is reached, iron ore prices may correct and enter a downward phase. - Attention needs to be paid to China's stimulus policies and GDP expectations.
FIS Shanghai Seminar
- The FIS Shanghai Seminar was held with a large number of registered attendees. - Successful networking and cross-commodity discussions took place. - Positive feedback received from attendees regarding the party. - Expectations for increased volume in cross-commodity trades in the future. - Focus on building relationships and expanding knowledge across different commodity sectors.
Here's the link to the FIS live app
Timestamped summary of this episode:
01:39 Global demand outlook worsens, stockpiles build up
10:18 Iron ore route to China fixed at $10.55, tight vessel supply in Brazil, Panamax rates rise 26%.
12:36 Supermax paper opens slow, but gains momentum.
15:41 John B happy with FIS party, great feedback.
20:53 Talks on strikes, union condition potentially changed gradually. Friday's campaign, decision about strikes in 10 days. Iron price high due to concerns.
23:02 BHP impact on price; hike expected. Eye on China stimulus.
Also, please, seriously... do follow the show and leave us a review, via our website at freightuppodcast.com
Iron Ore News: Insights on the 24% Rebound since August and Projected Market Outlook Welcome back to another episode of Freight Up! in which we're this week discussing the rebound of iron ore and what the future holds for this trend.
Plus, we'll take a look at the recent drop in the handy seven TC index and its implications.
Also, Archie Smith will be with us as usual to gives us an update on the current state of the oil market amid the ongoing Gaza strip crisis.
So sit back, relax, and get ready for another jam-packed episode of Freight Up!
Oh, and please don't forget to follow us on Apple Podcasts and Spotify, and leave us a review on your favourite podcast app.
We make this easy for you to do on our website at freightuppodcast.com.
Your feedback makes a difference.
Now, let's get the show on the road!
Summary of this episode:
Fuel Market
- Chinese economic data affecting oil market - US government buying back Strategic Petroleum Reserve (SPR) oil - Impact of SPR buying on crude prices - Support for high sulfur fuel oil market - Potential easing of fuel markets due to diesel export ban discussions
Iron Ore Market
- Rebound in iron ore demand since August - Key drivers of iron ore rebound - Uncertain future of iron ore trend for the rest of the year - Factors to watch for in the coming week: treating volume of China domestic steels, maintenance in steel mills
Freight Market
- Positive trend in larger vessel sizes driven by rising iron ore demand and grain shipments - Outlook for Cape size, Panamax, and Supermax segments - FFA market indexes and their growth
Here's the link to the FIS live app
Timestamped summary of this episode:
00:32 Archie Smith begins his fuel oil market update.
03:36 US government plans to buy oil back.
09:02 Positive trends in iron ore demand, grain shipments.
12:35 Negative market index, limited trading activity.
16:31 Higher iron ore valuation expected, but volatile.
20:07 Monitor China's steel volume, winter impact.
Please, seriously... do follow the show and leave us a review, via our website at freightuppodcast.com
The Impact of a Strong Dollar and Reinforced Oil Reserves on the Oil Market Welcome back to Freight Up!
This episode comes with an accompanying resource - how exciting for you!
Here's where you'll find all the stuff we talk about in the show:
Click for resources
In this episode, we have a lot of interesting topics to cover.
We'll start with the impact of a strong dollar and reinforced oil reserves on the oil market with Archie Smith.
We also have an interview with Andrew Schenkel from Chart IQ, who will share his macroeconomic view for next year and how it will affect market activity.
Luke Hanley from our research team will join us to discuss the cost of fuel oil on freight.
And of course, we'll discuss the latest trends in freight rates and market activity.
So grab a cup of something hot and wet, sit back, relax, and enjoy our analysis of freight commodities on "Freight Up"!
Here's the link to the FIS live app
Timestamped summary of this episode:
00:00:19 Freight podcast with graphs, oil, and rates.
00:05:02 Brent cracks up, fuel market stable.
00:06:29 Low sulfur complex sees tight supply, boosted futures. High sulfur east west rallies $18.
00:09:56 Active morning in freight rates; November trading high.
00:15:40 High fuel and freight rates impact earnings.
00:18:50 Ben's analyst for war games, charts, insights on market trends.
00:20:56 Bull run expected, slide shows positive trend.
00:23:25 Yields rising, TBT shows clear reactions.
Please do follow the show and leave us a review, via our website at freightuppodcast.com
From Cape Sizes to Crude Oil: An In-depth Look at Market Movements and Macroeconomic News Welcome back to Freight Up!
We might be a little late with our grim tale this week given the release of this episode, but...
In this week's episode, we're covering quite a lot of ground, starting off with the continuing unrest caused by turmoil in the Middle East.
We're discussing the war premium and how that impacts on the market.
And if you guessed 'pricing' when you read that... you might be on to something.
Oh, and how is China getting all involved with things?
Do listen to learn more from our very own Ricky Forman.
The Ferrous complex This one offers us a contrasting narrative.
Our expert in the field Hao Pei is here to tell us about some unexpected iron ore movements being caused by macroeconomic shifts in China.
Here's the link to the FIS live app
Timestamped summary of this episode:
00:02:14 Topsy turvy markets due to Middle East war concerns 00:04:22 Brent price drops due to war, demand concerns. 00:08:19 Dry freight market drops, vessel supply outweighs demand. 00:10:03 Negative sentiment continues, but some improvement seen. 00:16:30 Iron ore markets trade on expectations. China's government getting involved. 00:20:03 BHP strikes, iron ore demand, pollution concerns.
Please do follow the show and leave us a review, via our website at freightuppodcast.com
Middle East turmoil and the price of crude: analysing the connection Welcome back to Freight Up!
In this week's episode, we dive into the impact of the Israel-Hamas war on the crude market.
Archie Smith sheds light on the current state of fuel prices and how they have been affected by recent events.
We also discuss the long awaited FFA update and get a glimpse into the paper market.
Bloomberg Report on Physical Prices: Welcome back to Freight Up! Our weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS is here to bring you another massive update.
The recent Bloomberg report that highlights a slip in physical crude prices.
We talk about the phenomenon and what it's attributed to.
And just what is happening with crude inventories in the US?
Here's the link to the FIS live app
Timestamped summary of this episode:
00:01:02 Greenback strengthens, crude slips due to dollar.
00:05:24 High sulfur cracks fall, spreads widen. Strong buying interest from shipping hedges.
00:09:24 Little movement, highs to lows throughout week. Panamax December contract falls.
00:11:06 Cal 24 stable, Supermax World falls, Q4 tighter
Markets react to the tragic events Welcome back to Freight Up! Our weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS is here to bring you another massive update.
Middle East Unrest Hey, I'm your host Fernanda! In this week's episode we're discussing the current events unfolding in the Middle East and how they're impacting the commodity markets.
Join us as our experts provide insights on the reaction of the fuel and crude markets to the geopolitical news.
We will also get an update on iron ore and explore the latest developments in the FIS Carbon market.
Carbon Market Our head of environmental products brings us the latest developments in the carbon discussion.
While most of the focus has been on the geopolitical events in the Middle East, it's crucial not to overlook the ongoing conversation around carbon emissions and their impact on the freight and commodities industry.
The carbon discussion has been gaining momentum in recent years as the world grapples with the urgent need to address climate change.
Industries across the board, including freight and commodities, are facing increasing pressure to reduce their carbon footprint and adopt more sustainable practices.
Featured guests in this episode are Archie Smith, James Robinson and Theodore Goulios.
Here's the link to the FIS live app
Timestamped summary of this episode:
00:02:28 Market roller coaster with poor demand outlook.
00:04:41 Market fluctuations not directly tied to Israel-Gaza conflict. Singapore had abundant oil supply from Russia, affecting prices.
00:06:41 Israel-Gaza: Monitor global situation, oil may be impacted.
00:13:08 Seamless participation, marketability, communication across industries.
00:14:39 Proof of green power for green companies. International renewable credits link unexpected countries.
00:17:20 Carbon offsets boost company confidence in legislation.
Crude crash and FIS Fertilizer team's risk management tools to bring stability to the market? Welcome back to Freight Up! Our weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS is here to bring you another massive update.
I'm your host, Fernanda, and today we're talking Crude Oil and the KRG pipeline.
In this episode, we also have a special treat for you as Barney Talbot-Ponsonby makes his debut and gives us an update on the fertilizer market.
Crude crash Archie discusses the recent crash in the crude oil market and its potential impact on supply and demand.
He also delves into the factors influencing oil prices, including sentiment and the strength of the US dollar.
Additionally, Archie sheds light on the high sulphur market and the recent changes in the crack spread.
Risk management tools We're also joined by Barney Talbot-Ponsonby who talks us through developments in the fertilizer market and shares some sneak preview news around risk management tools!
Here's the link to the FIS live app
Timestamped summary of this episode:
[00:02:34] Crude oil rally crashes, hitting new lows.
[00:03:18] High interest rates fuel global fuel demand.
[00:07:23] High sulfur content is good for refining. European market short on high sulfur supply.
[00:12:07] Indian tender expected; big moves in market.
[00:13:34] Brazil physical offers up, China news slow.
Hurricane Idalia, East West Sulphur, and a new voice to the Freight Up Podcast from FIS... Welcome back to Freight Up! It's the weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS.
I'm your host, Fernanda, and today we're talking Q4 tightness. In this week's episode we have a doubleheader of insights, featuring a fuel oil update and a catch-up on the ferrous complex.
The people's broker and our very own 'Sand Jesus', Archie Smith, joins us to shed light on the recent developments in the oil market. We discuss the climbing crude oil prices, the tensions between OPEC and Western economies, and the intriguing dynamics of the high sulphur East West market.
Additionally, we explore the impact of monsoon season on fuel demand and the widening of the high five spread.
We also have Hao Pei on board the good ship Freigh Up this week as we talk FOB Australia Coking Coal.
Why has it seen the biggest single week increase over the year?
We'll find out in this episode!
Here's the link to the FIS live app
Timestamped summary of this episode:
00:01:51 Crude climbing, uncertainty ahead due to meetings 00:04:13 High sulphur fuel oil prices continue to rise. 00:08:55 BHP truck accidents caused coal market speculation. 00:11:32 Crude oil crucial for commodities rebound, watch.
Saudi & Russia Crude Production Cuts, Iron Ore's HUGE spike & new IEA Data... Welcome back to Freight Up! It's the (mostly) weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS.
I'm your host, Fernanda, and today we have a packed episode for you, including "The people's broker, Archie Smith" on the fuel market (and West Ham), and our Commodity Researcher Hao Pei gets to grips with the Ferrous market.
So grab a cuppa, sit back, and get ready for an insightful journey into the world of shipping and commodities.
Archie on the rising cost of crude Joining us today is Archie, our resident expert, who will be giving us a macro lens view of the fuel market.
He explores the affect that the continuing cuts in production from Saudi and Russia are having, and discusses the impact the new IEA data could have on the markets.
Iron ore spike We're reunited with Commodity Researcher Hao Pei who gets deep into the ferrous market.
He discusses the recent spike in Iron ore, the key drivers and it's sustainability.
He also talks about predictions for this years Q4, and the reasons he thinks it will perform better than recent years.
Here's the link to the FIS live app
Hurricane Idalia, East West Sulphur, and a new voice to the Freight Up Podcast from FIS... Welcome back to Freight Up! It's the (mostly) weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS.
I'm your host, Fernanda, and today we have a packed episode for you.
We'll be diving into the latest updates on the fuel market, discussing the impact of Hurricane Idalia, and introducing a new addition to the FIS family.
So grab a cup of coffee, sit back, and get ready for an insightful journey into the world of shipping and commodities.
Archie on the impact of Hurricane Idalia Joining us today is Archie, our resident expert, who will be giving us a macro lens view of the fuel market.
We'll explore the factors affecting crude oil prices and the current state of supply and demand. But first, we have some weather news to share. Hurricane Idalia has been sweeping over the oil-rich Gulf areas, causing concerns about production slowdowns.
But don't worry, we'll give you the latest update on the hurricane's impact.
The new physical oil initiative We have a special guest this week. Joining us is Conor Gilsenan, who will be sharing exciting news about FIS's new physical oil initiative.
As FIS expands its offerings to include physical fuel oil, Conor will explain the differences between the physical and paper markets and the opportunities this expansion brings.
If you're curious about the world of bunker broking and how FIS is becoming a one-stop-shop for all your fuel needs, you won't want to miss this interview.
Here's the link to the FIS live app
Timestamped summary of this episode:
00:01:08 Crude oil stuck in limbo between supply and demand
00:03:50 Fuel market fluctuating, Singapore grade cheaper
00:08:12 Physical market is where actual oil is lifted
00:10:24 Transparency in bunkers market for better pricing
00:13:38 Delays cost money; backlog slowly decreasing
Decoding carbon offsets and exploring the voluntary carbon market with Viridios Capital Welcome back to Freight Up! It's the (mostly) weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS.
In this week's episode, we’re revisiting an older conversation around the world of international shipping and its impact on greenhouse gases and carbon emissions trading.
Producer Neal sits in for Fernanda and the rest of the Freight Up podcast team and recasts a previous episode of the podcast in which Kerry Deal and former host Chris Hudson had an intriguing conversation with Andrew Glass, Head of Sales and Partnerships for Viridios Capital.
They discuss carbon offsets and emissions offset markets and the significance of addressing carbon footprints, the role of voluntary carbon markets, and the importance of transparency in pricing.
Discover how technology and AI are revolutionising the market and paving the way for a more standardised and globally adopted approach.
Listen in to gain insights into nature-based solutions and their impact on not only carbon sequestration but also on sustainable development goals.
Whether you're new to Freight Up or have been with us from the start, this episode is sure to offer valuable knowledge and a fresh perspective on the industry.
So hit play and let’s get into this captivating conversation on Freight Up!
Here's the link to the FIS live app
Timestamped summary of this episode:
00:00:01 Greenhouse gases, carbon emissions, international shipping, net zero - implications, trading, market, pricing
00:03:37 Voluntary carbon market lacks transparency; one solution
00:06:59 Diverse EUA and voluntary carbon markets. Opportunity in nature-based carbon solutions
00:12:21 Exports come from overseas. Marketplace evolving, exciting challenge. Freight market shouldn't play games
Riding that freight rollercoaster once more with updates on the Cape, Panamaxes and Iron Ore! Welcome back to "Freight Up!", the podcast from Freight Investor Services that brings you all the latest news and insights from the world of freight and logistics.
In today's episode, we’re discussing the significant fall in price and aggressive moves that are shaking the industry.
Joining us on the show are our industry experts Kerry Deal, Hao Pei, James Robinson, and Archie Smith, providing their unique perspectives on the current market landscape.
We discuss the increase in volumes and short covering, as well as the impact of liquidating positions and the implications of waiting for the market to calm down.
Listen in as we analyze the rise in interest and liquidity in specific contracts, such as cal 24 25 and 25 26, and delve into the intricate world of cal spreads.
We also examine the influence of iron ore market volatility and its correlation with the macro market. Plus, we explore the factors driving the recovery of Australian thermal coal exports to China and the implications for rates.
All this and more on today's episode of "Freight Up!"
Crude oil prices surpass resistance levels due to positive economic outlook and low Chinese imports Archie discusses the recent surge in crude oil prices, which has seen prices surpass resistance levels. The primary reason for this upward momentum is a positive economic outlook and lower-than-expected crude oil imports from China.
Firstly, the positive economic outlook plays a significant role in driving crude oil prices higher. The Energy Information Administration (EIA) released a report that increased GDP growth predictions and Brent price forecasts. This positive news has created optimism in the market, leading to increased demand for crude oil and thus higher prices.
Secondly, the decline in Chinese crude oil imports has further contributed to the rally in crude oil prices. In June, Chinese imports of crude oil were weak, indicating reduced demand. This has raised concerns in the market about overall global demand for crude oil. However, despite this negative factor, the rally in crude oil prices suggests that the positive economic outlook and other factors outweigh the impact of lower Chinese imports.
It's important to note that alongside these positive factors, there are also downward pressures on crude oil prices. For example, the weak Chinese crude oil imports in June suggest a potential slowdown in economic activity. Additionally, a stronger dollar can weigh down on the price of crude oil, as it makes it more expensive for countries with other currencies to purchase oil.
Overall, the current situation in the crude oil market can be described as a pendulum, swinging between demand concerns and positive economic outlooks. The rally in crude oil prices due to surpassing resistance levels indicates a strong market sentiment. However, it remains to be seen how long this upward momentum can be sustained and whether other factors, such as Chinese imports and the strength of the dollar, will impact prices in the future.
Market concerns rise as China's Country Garden misses bond payments due to liquidity stress Market concerns arising from China's Country Garden missing bond payments? This situation has caused liquidity stress and raised questions about the overall stability of the market.
Country Garden, one of China's prominent house developers, failed to make bond payments, amounting to $22.5 million.
The company claims that it is a short-term liquidity issue and plans to pay the coupons within 30 days. However, the market remains skeptical.
Listen to learn why.
Here's the link to the FIS live app
Timestamped summary of this episode:
00:00:44 Crude oil prices surpass resistance levels due to positive economic outlook and low Chinese imports.
00:03:29 Fuel oil market softens, cracks weaken.
00:07:08 Deflation could worsen consumer woes in China.
00:13:34 Market volatility, quiet periods, iron ore spike.
00:14:48 Market concerns rise as China's Country Garden misses bond payments due to liquidity stress. Correction likely due to crowded position and external factors impacting construction projects.
00:17:42 Optimized supply, balanced demand, correlation with commodities.
00:23:26 Panamaxes performing well, rates climbing steadily. Active market, supported rates, growing demand.
00:24:31 Paper slowly increases with doubts on capes.
Insights from China's Politburo Meeting - James Robinson Shares Key Takeaways Are you interested in gaining insights into the potential impacts of China's Politburo meeting on the iron ore market?
If so, this is the episode of our Freight Investor Services podcast for you.
This week on "Freight Up!", James Robinson will be sharing valuable information that can help you understand the impact of the meeting on the markets.
By listening in, you’ll be bang up to date with the knowledge needed to stay informed and make informed trading decisions if you’re dancing around Iron Ore markets.
This week, Fernanda’s on her holidays so instead producer Neal hosts the show talking to fellow Freight Uppers Joshua Stern, Archie Smith and James Robinson!
This week:
Hidden Dynamics driving volatility The ongoing volatility in the crude oil market is notably interesting, driven by a myriad of factors such as the lack of Russian supply and high demand in regions like the Middle East and China.
These dynamics are causing significant fluctuations in the high sulphur fuel oil market.
Given this, anyone involved in the oil industry should pay keen attention to these shifts as they can result in far-reaching implications on a global scale.
Seasonal Ebb and flow The steel market tends to show patterns of seasonal ebb and flow, currently witnessing a summer lull. Joshua Stern mentions that while the scrap markets and LME rebar are quiet, there's noteworthy activity in the US and EUHRC curves.
Understanding these patterns can help businesses effectively navigate their operations and capitalize on market trends.
Josh mentions you should keep an eye on the FIS LinkedIn articles page for his blog post with a deep dive into how basis risk affects various different players in the steel market!
Far-reaching implications of China's Politburo meeting The recent Politburo meeting in China has stirred the iron ore market causing a rally in prices. However, the situation is complex as China faces considerable economic challenges including high levels of debt and potential deflation. These factors complicates China's ability to engage in typical debt-driven stimulus, creating a climate of uncertainty that has broad implications for the global iron ore market's Politburo meeting.
Here's the link to the FIS live app
Timestamped summary of this episode:
00:00:00 - Introduction and ‘housekeeping’
00:01:03 - Oil Market Update - volatility
00:07:05 - Steel Market Update – catango?
00:09:42 - China's Iron Ore Situation – deflation coming?
The steel market 'summer lull' - is it over? The steel industry is undergoing something of a transformation.
With the green movement propelling changes and the rising importance of scrap, stakeholders in the industry must be prepared for evolving market dynamics.
While the summer slump is expected, the underlying changes are what will define the future of steel.
In this week's episode of Freight Up, our Freight Investor Services podcast, we delve into that story, as well as getting the latest amid the political crisis in Ukraine. It's had a major ripple effect on global markets, particularly in the oil and steel markets.
But what is that impact?
Join me, Fernanda, as I chat with fellow Freight Uppers Joshua Stern, Archie Smith and Kerry Deal, and get the very latest!
Oil dynamics: Sing spreads shock (and is that some support we spot for crude?) Archie Smith and I examine the latest trends and surprising movements in the oil market.
Crude oil has shown notable support in recent times, with a rise of about 5% on the week.
The market witnessed highs surpassing $83.80 per barrel in the Brent futures.
But what's it all attributed to?
Here's the link to the FIS live app
Timestamped summary of this episode:
(00:00:54) Summer lull
(00:03:46) LME scrap contract - not much flow
(00:09:20) Oil market movements
(00:12:30) Violations of expectations and High Sulphur
(00:14:16) Kerry's freight update
Oil Price Fluctuations Our week started with some serious drama.
And our man Archie Smith was all over it, and reveals all to us in this episode.
Listen up to hear what led to him saying the below quote:
"This has been quite an eventful week for oil". - Archie Smith
You've honestly got to hear it to believe it!
Archie Smith and James Robinson join us for more insight from the Fuel Oil and Iron Ore desks!
We're joined for the first time by Peter Stallion.
Excitingly, our 'Reuters famous' ferrous Freight Upper Hao Pei joins us for another update.
And our Business Development manager Kerry Deal gives us our regular update on the Panamaxes.
China's Market Volatility: Navigating the Container Futures The container futures market is booming due to the launch of the Shanghai onshore Chinese exchange product, demonstrating the highly volatile nature of global markets.
Oil demand has faltered due to weak Chinese consumption, pushing up market volatility.
Additionally, dry bulk rates have plummeted due to increased efficiency at ports and lack of import demand.
Here's the link to the FIS live app.
Timestamped summary of this episode:
(00:00:00) Container Futures with Peter Stallion
(00:05:07) Oil Market Volatility with Archie Smith
(00:10:16) Capes & Panamaxes Weakness with Kerry Deal
(00:15:12) Iron Ore Growth with James Robinson
(00:20:55) Iron Ore Market Hao Pei
Stay Ahead of the Game! Ed Hutton shares technical analysis insights with you Does this sound familiar?
You're constantly analysing market trends, trying to make sense of the fluctuating freight industry. But no matter how hard you try, you just can't seem to grasp the bigger picture.
You've been told to rely solely on fundamental analysis, but it's left you feeling frustrated and lost.
The pain of missing out on profitable opportunities and making costly mistakes is overwhelming.
It's time to break free from ineffective strategies and embrace the power of technical analysis.
Hi, I'm Fernanda, your host of this great podcast and it's my job to ensure you're getting your fix of Freight Up fun this week.
Join us in this episode of the Freight Up! podcast from FIS as we enlist the help of 'Freight Upper' Ed Hutton, and get more of an understanding of how to see market trends and unlock our path to success!
As promised, here's the link to the FIS live app.
We also get our first chat with Matthew Howarth talking with us about coking coal.
Archie Smith and James Robinson join us for more insight from the Fuel Oil and Iron Ore desks!
And.. Decoding the dance! Unraveling the Intricacies of the Coking Coal Market... Literal uncharted waters this week, as we talk about the coking coal market for the first time on this podcast.
Do you ever wonder what goes on in the busiest trading sessions of the Singapore exchange, where deals between 2KT to 10KT are the norm?
Are you curious about what influences the ebb and flow of this global market, and how various physical, financial, and trading house players impact it?
What role does China, the major onshore player, play in shaping the market trends?
And how does weak demand in China or overall global demand affect the coking process and the market's dynamics?
Intriguingly, the market's reactions to bearish conditions have been anything but ordinary.
What causes buying interest to surge when prices dip, only to rebound again gradually?
And why are traders from Singapore and Australia predicting a further drop in PLV coke and coke prices, potentially to as low as 200 per ton?
As you consider these questions, you may find yourself intrigued by the chess game of market reactions - the anticipation, the retreats, the calculated re-entries. There's a peculiar rhythm to it, a dance of sorts. It's not just about trading, it's about understanding the pulse of the market, it's about staying one step ahead of the game...
Timestamped summary of this episode:
00:01:04 - OPEC Cuts and Weak Demand Outlook
00:04:05 - High Sulfur Fuel Oil Market Volatility
00:08:29 - Fertilizer Market Reset and Grain Price Impact
00:09:50 - Recap of Q2 Fertilizer Market
00:15:35 - The Importance of Fertilizer Options
00:18:29 - Challenges in the Chinese Steel Industry
00:21:30 - Panamax and Capesize Rates
00:22:32 - Steel Market Analysis
00:28:17 - Iron Ore Market Update
00:29:27 - Steel Production Cuts in China
00:30:09 - Concerns About the Chinese Economy
00:31:25 - Bleak Outlook for the Property Market
00:31:52 - Surging Steel Exports
00:33:14 - Market Skepticism and Iron Ore Futures
From Quotas to Cuts: The Turbulent High Sulphur Fuel Oil Market
Does the volatility in the high sulfphur fuel oil market feel all too familiar?
Have you been told that closely monitoring crude oil importing quotas and export cuts is the key to understanding this volatility?
But despite your efforts, you're still left without a clear understanding of the factors driving this market's unpredictability?
The pain of taking ineffective action and not getting the desired results can be frustrating.
It's time to break free from this cycle and gain a deeper insight into the real drivers of volatility.
Join us in this episode of the Freight Up! podcast from FIS as we uncover the hidden forces behind the high sulphur fuel oil market's turbulence, empowering you with the knowledge to navigate this market with confidence and success.
"So we're expecting, or I think the trade is expecting, that volatility continues to remain a little bit subdued compared to the beginning of the year." - Taylor Eastman - (click for LinkedIn)
Hi, Fernanda here! I'm host of the Frieght Up podcast!
Archie Smith, Taylor Eastman, James Robinson, Joshua Stern, Kerry Deal and Hao Pei join me to discuss the current market trends and the latest happenings in the world of freight and commodities including Russia, China, ferrous, scrap and all the other stuff we like to dig into!
OPEC Cuts and Weak Demand Outlook
The world of crude oil is an intricate balance of supply and demand. And currently, the scales are tipping heavily towards the surplus end.
As Saudi Arabia lengthens its voluntary oil output cuts into August, we might have anticipated a beneficial boost in prices.
However, no such sustained increase is visible.
Why is that? In this conversation, our guest Archie Smith shares more with us on this subject.
For now, let's just say it's a complex puzzle with multiple moving pieces – each one impacting and influenced by the other!
Recap of Q2 Fertilizer Market
The fertilizer market is in a period of transition.
Moving from the bustling spring season to the more laid-back summer fill season, the market has quietened considerably.
Traders are now holding their breath in anticipation of fill programs being announced.
These programs encourage buying, and could potentially lead to a price increase. But there are plenty of macro factors to keep an eye on - natural gas prices, grain market volatility, and geopolitical tensions to name a few.
Taylor Eastman takes a detailed dive into the low hum of the fertilizer market activity.
Splashing some optimism in his commentary, he notes that this spring season proved less volatile than previous ones. Prices seemed to have stabilized after the initial jitters. Looking ahead, Taylor shares his key takeaways for attentive listeners - a good market watcher never sleeps!
The Importance of Fertilizer Options
Risk management is a crucial part of everyday business operations. For businesses operating in the fertilizer supply-chain, price-risk is a daily conundrum.
Enter fertilizer options - a relatively new instrument that allows businesses to navigate through the price turbulence. Listen to the episode to learn more about this interesting new... option!
Timestamped summary of this episode:
00:01:04 - OPEC Cuts and Weak Demand Outlook
00:04:05 - High Sulfur Fuel Oil Market Volatility
00:08:29 - Fertilizer Market Reset and Grain Price Impact
00:09:50 - Recap of Q2 Fertilizer Market
00:15:35 - The Importance of Fertilizer Options
00:18:29 - Challenges in the Chinese Steel Industry
00:21:30 - Panamax and Capesize Rates
00:22:32 - Steel Market Analysis
00:28:17 - Iron Ore Market Update
00:29:27 - Steel Production Cuts in China
00:30:09 - Concerns About the Chinese Economy
00:31:25 - Bleak Outlook for the Property Market
00:31:52 - Surging Steel Exports
00:33:14 - Market Skepticism and Iron Ore Futures
Strong Demand Drives Rally in High Sulphur Fuel Oil Unforeseen winds of change swept through the freight industry as iron ore prices soared, driven by the unwavering commitment of China's Premier Li to bolster domestic demand.
Freight industry traders and professionals!
Brace yourselves for a rollercoaster ride.
This unexpected twist in the market will challenge conventional strategies, forcing you to question the status quo.
Will you adapt and seize the opportunity to redefine your path?
Or will you remain rooted in the familiar, unaware of the untapped potential that awaits?
Make sure you listen to this new episode of "Freight Up" from FIS to get all the insight you need to make your decision!
"For them all to be rallying, it shows some good health in the fuel market" - Archie Smith
Hi, I'm Fernanda, host of the Frieght Up podcast!
Archie Smith and James Robinson join me to discuss the current market trends in fuel oil and iron ore.
Archie dives into the rally in fuel oil cracks, particularly in high sulphur fuel oil, which he attributes to movements in the East, with our friends in China.
He also highlights the tightening gap between the cracks.
James talks us through the significant rally in iron ore prices, also driven by Chinese commitments to demand.
Timestamped summary of this episode:
00:00:00 - Introduction
00:00:29 - Fuel Oil Update
00:05:52 - Iron Ore Update
Solving Data Discrepancies: The Fix for Improved European Positioning with Joshua Stern! Welcome to the latest episode of this FIS podcast in which we talk data discrepancies, new algorithms, HRC markets, the Rebar market, China's influence and the economic strategy, Brent's price and much more!
Pssst! Here's the post Josh refers to in the episode!
My special guests this week are Ricky Forman, Joshua Stern, James Robinson!
"Improving transparency in market data is key to making informed trading decisions." - Joshua Stern
Buckle up on this week's Freight Up! This episode is bringing more plot twists than an episode of "Rabbithole"! When Joshua Stern discovered a significant data discrepancy between the US and EU HRC markets, he knew he had to take matters into his own hands. Learn how he used a combination of the existing data, and devised a way to estimate European HRC positions.
But get this: this new positioning data revealed something unexpected... signs of a shift towards a more bullish sentiment in the market. With this newfound insight, everyone involved in the industry could make better-informed decisions. But what will happen next? Listen to find out!
Improved accuracy in European positioning estimation for better trading decisions In this episode of the Freight Up podcast, we learn that understanding the positioning dynamics in the commodities market, particularly between the US and EU HRC markets, can have significant implications on trading decisions. And talking of bullishness...
The rebar market has been displaying signs of bullish sentiment recently, which provides a sense of optimism for future pricing in the steel industry. Positive indicators in the market which we reveal in this episode, point to a potential upswing that could open up profitable opportunities for traders. By keeping a close eye on these market trends, industry players can establish a competitive edge and potentially reap the rewards of bullish market conditions.
James Robinson highlights the impressive 20% month-on-month gain he's discovered within the US steel market.
Iron Ore Update In the iron ore market, China's slow rate of stimulus announcements has caused some frustration. While there have been numerous meetings between government officials and industry leaders, the outcomes have been limited and slow in coming. Listen to learn more!
The key moments in this episode are:
00:00:00 - Economic Unease Rocks Commodity Desks
00:01:25 - Fuel Oil Market Update
00:07:17 - Steel Market News
00:10:53 - Contango Curve
00:13:40 - Importance of Fed Funds Release
00:14:11 - Bullishness in the Rebar Market
00:15:21 - Focusing on Derivative Markets
00:16:54 - Iron Ore Update
00:21:50 - Shift in Economic Strategy for China
And how the US strategic petroleum reserve affects fuel oil market Welcome to the latest episode of this FIS podcast which this week is delving more deeply into the carbon market!
"We've created a solution to the whole problem and we've created two transactions, so now the market will know that there's been two transactions, so the market has now got some enthusiasm about that." - Theo Goulios
Do you want to stay ahead of the game in the commodities industry and make informed business decisions?
Are you looking for ways to boost your understanding of market factors and their potential implications? Look no further.
Our esteemed speakers this week - Theo Goulios, Archie Smith, James Robinson, Kerry Deal, and Joshua Stern - are here to share insights with you.
Silent auctions In this captivating episode of the Freight Up podcast, our guest, Theo Goulios the Head of Carbon at FIS, introduces a novel approach to market liquidity in the often-stagnant vulture carbon market - silent auctions. He details how this idea, sparked by a problem in the OTC market, has been a game-changer for both buyers and sellers by taking the anxiety-inducing element of price out of the equation.
We delve into how this tactic has fostered the creation of successful transactions and reinvigorated market interest. But don't think silent auctions are a one-size-fits-all solution - our expert highlights why it's specific to the current market conditions.
Short-term Bounce There is potential for a short-term bounce in EU HRC prices due to available material on a spot basis. Understanding the factors leading to this short-term bounce and closely monitoring the situation can help professionals in the commodities industry make informed business decisions. Learn what might happen if there isn't enough material going into Southeast Asia!
Freight Update The shipping and freight industry faced challenges due to the global pandemic and various countries' COVID-19 restrictions. Kerry Deal picks us up on the latest regarding the impact of COVID-19 restrictions on container movements and the seafaring industry. He also talks us through the influence of supply chain disruptions and seasonal congestion on shipping as the year progresses.
Iron Ore Update The 2021 iron ore market has been affected by changes in China's environmental policies, causing the shutdown of inefficient and high-polluting steel mills.
These changes, combined with the possibility of lower iron ore prices due to seasonal production slowdowns, make it essential for professionals in the commodities industry to stay informed on market trends and their potential global impact.
Our own James Robinson discussed the mixed week that the iron ore market experienced due to the concerns surrounding China's property market.
The key moments in this episode are:
00:00:00 - Introduction
00:00:46 – FI Se Silent Auction
00:08:36 - Carbon Desk Update
00:08:51 - Fuel Oil Market Update
00:16:13 - Sleepy Steel Market
00:13:28 - Impact of Sing 0.5 Crack on High Five Spread
00:14:03 - EIA Stockpile Report and US Fed Meeting
00:14:47 - Iron Ore Update
00:19:35 - Freight Update
00:25:30 - Steel Update
00:27:34 - Little downstream demand
00:28:13 - Interest in EU HRC contract
00:28:56 - Chinese steel and prices
00:29:26 - Short-term bounce
In this episode:* We explore the complex dynamics of oil and fuel markets shaping the global economy. * The ramifications of output cuts and their influence on oil markets. * How recessionary pressures affect the fuel industry and its future prospects. * The importance of Europe's increasing energy independence and its repercussions. * Examine the burgeoning activity of high five spreads in the bunker market and their importance.
Nick McClements, a skilled base metals connoisseur, leads the market with a comprehensive grasp of how base metals affect global economic health. Hey loyal listener! And thanks for joining us for another new episode!In this episode of "Freight Up!"....Output Cuts and Market Sentiment Understanding the influence of output cuts by major oil producers such as OPEC and Russia is vital when examining the oil markets. Furthermore, considering the potential recessionary headwinds, it's important to monitor the possible effects on the markets. By observing these key factors, traders and others in the industry can better prepared for the oil market's fluctuations and make more informed decisions. In the episode, Nick McClements, James Robinson, and Archie Smith talk about the impact of these output cuts, which they believe are more supportive than bullish. Additionally, they discuss how poor Chinese economic data and a massive build in gasoline and distillates contribute to the recessionary headlines. They also cover how G7 sanctions on Russian oil and gas tax revenues and the increased independence of Europe's energy sources affect the oil markets. But in the bunker market, the focus shifts to increasing activity of high five spreads and differentials for scrubber-fitted vessels, leaving bunker traders wondering what this means for their business. Will they be able to navigate these market trends and come out on top? Listen in to find out.Timestamped summary of this episode: 00:00:00 - Introduction, The podcast episode will cover the impact of China's stimulus bill, the US debt ceiling discussions, and inflation on the freight and commodities market. 00:01:14 - The Significance of Base Metals, Nick explains how copper is a good economic indicator since it is used in building new homes and manufacturing. 00:08:03 - Iron Ore Update, The iron ore market has been volatile due to concerns over Chinese growth prospects and the state of the property market. 00:13:28 - Fuel Oil Update, Archie Smith obviously can't ignore his beloved West Ham's European final before diving into fuel oil updates! While there has been some recovery in demand, there is still overcapacity in the market. 00:15:21 - Output Cuts and Market Sentiment, We'll get an update on market sentiment amid these cuts. 00:17:03 - Russian Oil Revenue Hit, Russian oil and gas tax revenues took a 36% hit in May, due to a mix of sanctions, price cap, and Europe's increased energy independence. But what impact has this had on Russia's oil industry? 00:17:54 - Bunker Market Update, More on low sulfur cracks and their status forfor Sing and Euro!00:19:01 - Takeaways for Bunker Traders,
In this episode:* Discover the challenges in green ammonia production and how market turbulence affects the shipping industry. * Investigate the role of Brent Crude Futures Complex prices on international economies. * Uncover the implications of the OPEC+ meeting and its relation to Iranian oil transportation. * Delve into long-term iron ore contracts, seaborne coal valuations, and the impact of China's demand. * Determine the effects of e-commerce on shipping, the last-mile delivery market, and workforce deficits.
The Future of Ammonia Market We talk with Kieran Walsh about the expected impact of green ammonia. The ammonia market is moving toward green ammonia, a more environmentally friendly alternative to traditional grey ammonia. Green ammonia, which is produced using renewable energy through the process of electrolysis, has the potential to significantly reduce harmful environmental impacts associated with grey ammonia, such as methane emissions. However, green ammonia production currently faces several challenges that need to be overcome, including capital investments, infrastructure, and fixed-price supply contracts to attract investors. The market is volatile and uncertain, but there is potential for green ammonia to have a significant impact on seaborne ammonia trade from the middle of next year. During the Freight Up! podcast, Richard Stevenson highlights ammonia's potential in energy transportation, mentioning its convenience in moving energy from one location to another, and its environmental benefits for net energy importers. He also noted the challenges faced by green ammonia, including the need for a fixed price offtake agreement to encourage investment in infrastructure by shipping companies. FIS has the Argus Northwest Europe Futures contract, which allows oil traders to manage risk and create speculative positions in green ammonia.We also talk with Archie Smith, Kerry Deal and Hao Pei.Timestamped summary of this episode: 00:01:11 - The Future of Ammonia Market, Richard Stevenson, Strategic Advisor to FIS, discusses the two buckets of the ammonia market, grey ammonia, and green ammonia, and the barriers to the adoption of green ammonia. 00:08:37 - The State of the Ammonia Market, Kieran Walsh, the ammonia broker, says that decarbonization efforts have made ammonia a key part of energy transition and decarbonization. 00:14:33 - Fuel Oil Market Update, Archie Smith, the fuel oil broker, says that the Brent Crude Futures Complex is still uncertain, but he hopes that the uncertainty will be lifted after the weekend. 00:15:16 - OPEC uncertainty, Archie Smith discusses the upcoming OPEC meeting and the uncertainty surrounding it with Russia hinting at no changes to quotas or production. 00:18:36 - Capes and Panamaxes, Kerry Deal reports on the struggles in the Capes market due to decreasing congestion at Chinese ports and slowing exports from Brazil. 00:23:10 - Ferrous Complex Outlook, Hao Pei shares insights from a shipping conference, including the expectation of a narrower price range for the Ferrous Complex in the second half of 2023.
Fuel Oil Update As the fuel oil market exhibits an absence of clear direction, corporate energy traders who rely on fuel oil may find themselves in a difficult situation. With environmental regulations and external factors at play, volatility is becoming a more common occurrence in the industry. This instability brings forth potential risks that can deeply impact businesses and their bottom lines. As a result, devising a strategic approach will be crucial in maneuvering through this tumultuous market. Archie Smith, during the conversation, mentions that the fuel oil market seems to be lacking apparent direction, with things such as OPEC meetings playing a role in market movements. And just what is the Saudi energy minister suggesting?Steel Update The steel market has also been showing signs of instability, partly due to external factors such as the ongoing US debt ceiling talks and Chinese HRC prices taking a hit. This has compelled European HRC prices to remain under pressure as well. Amid such uncertain market conditions, traders must consider mitigating risks through broader adoption of appropriate hedging techniques. Josh Stern shares an update on the steel market and how the European HRC price is affected by Chinese mills targeting Southeast Asian markets. Timestamped summary of this episode: 00:00:00 - Introduction, Fernanda introduces the episode and the topics of discussion, which include the fuel oil market’s reaction to U.S. debt ceiling discussions and the upcoming OPEC meeting, as well as updates on the steel market. 00:00:44 - Fuel Oil Update, Archie Smith gives an update on the front sing time spreads, which have been well offered and sold down. He also discusses the low sulfur fuel or cracks and states that the market is lacking direction, but the fuel oil market is sensitive to geopolitical topics. Smith mentions that OPEC may step in again and slash production further than before, and the market is waiting for updates on U.S. debt ceiling talks. 00:07:48 - Steel Update, Josh Stern discusses the recent developments in the HRC space, where European HRC prices continue to be under pressure due to Chinese mills targeting the southeast Asian markets. Stern also talks about a study conducted by his team with Platts, which found scrap and rebar to be viable hedging products for wire rod exposure. More research is being done to find correlations between tradable exchange products and physical markets. 00:10:18 - Conclusion, Fernanda wraps up the episode and reminds listeners to check out the website for more information and show notes.
As steel prices continue to fall and demand remains low, a critical resource is becoming increasingly important - scrap. But with concerns over maintaining the supply of scrap, the scrap market is seeing significant volatility and a shift towards a contango environment. Will anyone be able to lock in profits and manage their cash flows amidst this perfect storm? Find out in this week's episode of Freight Up! from FIS.Fuel Market Update The fuel market bears significance to the steel industry due to geopolitical tensions in shaping the oil sector. Investors in the steel domain should be aware of events like the crackdown on imports of Indian fuel refined from Russian crude or America's plan to refill the Strategic Petroleum Reserve. Archie Smith shares his observations on the fuel market and its interplay with the steel industry. He discusses the EU's measures against Indian fuel imports from Russia and emphasizes the significance of the Sing 0.5 spread, high sulphur fuel oil cracks, and the resulting market squeeze. Steel Market Update Aspects of the steel market like demand from OEMs and interest rates have the power to drive changes in the physical markets. The industry has recently witnessed a shift in sentiment around scrap, making it an essential input for investors to track. The scrap curve moving into a contango environment and the overall volatility calls for investors to stay vigilant, lock in margins, and manage their cash flows in the face of these challenges. Joshua Stern offers his valuable insight on the steel market and talks about mis-pricings or opportunities arising from the ongoing challenges. Ferrous Complex Update Changes in global demand, supply chain disruptions, and environmental concerns can impact commodity markets, which in turn, affect the steel industry. Keeping an eye on the state of the commodity market provides crucial insights to investors for timely decision-making. One notable example is the recent spike in commodity prices, attributed to various factors such as Chinese demand, supply chain hiccups, and environmental considerations. This awareness of market movements can help steel investors make strategic moves and navigate through uncertainty. Hao Pei delves into the issues affecting the commodity market and its influence.Ask Hao Pei for his FIS Macro report by contacting him via LinkedInUSDA Predicts Increase in Chinese Corn Imports Kerry Deal shares his thoughts on the potential growth opportunities in the Panamax market, backed by the USDA's optimistic predictions about Chinese imports. He talks about his stance on Capes from a macro perspective, and highlights how he believes that the positive outlook for grain imports to China can result in a brighter path for the Panamax market in Q3. The key moments in this episode are: 00:00:00 - Introduction 00:01:01 - Fuel Market Update 00:05:15 - Ferrous Complex Update00:09:20 - Steel Market Update00:14:45 - Opportunities in Mispricings 00:16:31 - Shocking Week for Cape Rates 00:18:03 - Panamaxes Present a Grim Picture 00:19:16 - USDA Predicts Increase in Chinese Corn Imports
Investors who follow fuel oil markets - you need to listen to this episode! We've got some up to the moment news from Archie Smith on the jump in oil markets and year on year overall CPR data leading to new confidence! It's time to separate fact from fiction. Join our contributors Archie Smith, Joshua Stern, and Hao Pei as they share the truth about market movements so that you can get crucial insight and make informed investment decisions.Physical Market Liquidity We also discuss the liquidity in the physical markets with Joshua Stern. When risks in the steel industry increase, physical steel traders tend to look for ways to hedge their risks by utilizing various contracts, including the northwest European contract. In this episode Joshua discusses the importance of keeping an eye on steel market conditions due to the fluctuations in scrap prices and liquidity in the physical markets.For investors, it is crucial to remain informed about these levels of liquidity when making decisions about investments in the steel and freight industries.Neutral Outlook While the fuel oil, steel, and iron ore markets are continuously changing, the current consensus among our podcast guests is a neutral outlook in the short run.Investors are advised to closely monitor market fluctuations, risks, and valuations before making any decisions. The insights from Archie Smith, Joshua Stern, and Hao Pei in this episode underline the necessity of vigilance and adapting to the ever-changing nature of these markets. The importance of staying informed, understanding the complexities of market trends, and being prepared for potential shifts cannot be overstated for investors in the fuel oil, steel, and iron ore industries. Short Run Rebound of Iron Ore The iron ore market has experienced significant price fluctuations, causing iron ore contracts to reach unfavorable costs for many non-major miners.However, predictions indicate a potential short-run rebound in iron ore prices, driven by the current valuations and favorable steel margins. Hao Pei elaborates on this point in the podcast by noting that despite the high cost of iron ore contracts, there is potential for a short-lived rebound as valuations become more favorable in the near future. Investors monitoring the iron ore market should be prepared for these changes, but also mindful that the predicted rebound may not be sustainable in the long run.The key moments in this episode are: 00:00:00 - Fuel Oil Market Update 00:04:59 - Steel Market Update 00:09:32 - Physical Market Liquidity 00:11:06 - Ferrous Complex Update 00:14:56 - Short Run Rebound of Iron Ore 00:16:07 - Valuation and Outlook 00:17:33 - Neutral Outlook
Are you a trader seeking to stay ahead of fuel oil market fluctuations? Listen to this episode and discover how Ricky Forman and Kerry Deal can provide you with valuable insight into the dynamic and ever-changing fuel oil market, giving you a heightened understanding of market sentiment and volatility."I'm naturally quite a risk adverse person. So when it comes to the market, I'm always a person that just believes in hedging and then moving on." - Ricky FormanOur guest speakers this week are Ricky Forman and Kerry Deal.Ricky Forman, a seasoned professional with FIS, shares his insights on the negative sentiment in the fuel oil market due to concerns surrounding banking sectors. He explains how news of First Republic Bank's bailout by JP Morgan and worse-than-expected manufacturing data from China have set the tone for a challenging week! Despite his affinity for the more carefree tunes of the 80s, Ricky talks us through his grappling with the weight of these issues that are causing shockwaves in the market. As he continues to observe the situation, he shares how he's noticed where the smart money had begun reversing... In this episode, you will be able to:* Uncover the impact of banking sector concerns on the fuel oil market's negativity. * Learn how to use hedging strategies to combat fuel oil market volatility. * Get the lowdown on the health of the North Atlantic freight market. * Find out why stagnation is affecting the Panamax market.
The latest episode of "Freight Up" our freight and commodities market podcast provides more insights into the current state of the market, from our various desks. This week our correspondents offer updates on various commodities, including crude, oil, steel, ferrous and fertilizer. As always, they're offer our listeners analysis and advice to help traders make informed decisions.One key takeaway from the episode is that crude oil prices have dipped below $81 per barrel due to the impact of the First Republic Bank run. However, the API's weekly oil inventory report has provided some support, and traders should keep an eye on the market for any changes.Another important point discussed in the episode is that steel prices have dropped recently, with scrap markets down about 29.5-30 bucks since the start of the month and rebar's down 50. The fertilizer market is tough right now, with mill margin trades not exactly recommended due to market conditions. However, prices have been on the uptrend lately, and volatility is expected to decrease soon. Buyers of fertilizer might want to wait it out a little for better prices.Finally, the high sulphur euro crack is currently under supply tightness due to the lack of Russian high sulpher fuel supply post-sanctions. Traders should keep an eye on this market for any changes.Overall, the episode provides valuable insights into the commodities markets and offers analysis and advice to help traders make informed decisions. Whether you're a seasoned trader or just starting out, this episode is definitely worth a listen.Key points you'll hear covered in this episode:* Crude prices have dipped below $81 per barrel due to the impact of the First Republic Bank run, but the API's weekly oil inventory report has provided some support. Keep an eye on the market for any changes. * Steel prices have dropped recently, with scrap markets down about 29.5-30 bucks since the start of the month and rebar down 50. * The fertilizer market is tough right now, with mill margin trades not recommended due to market conditions. However, prices have been on the uptrend lately, and volatility is expected to decrease soon. * The high sulphur euro crack is currently under supply tightness due to the lack of Russian high sulphur fuel supply post-sanctions. Keep an eye on this market for any changes. * Buyers of fertilizer expect better prices if they wait it out.
Are you wondering about the impact of the G7 price cap on Russian crude oil, or the relationship between the cyclone in Western Australia and freight rates? Ignore all the noise around the complex web of speculation and misinformation. Get the latest insights directly from the experts. G7 Price Cap on Russian OilIn the world of the fuel oil market, there have been discussions around the current $60 per barrel price cap set by G7 nations on Russian Euros crude. This cap has stood untested for quite some time, but recent developments in the market have raised questions surrounding its effectiveness. With Russia experiencing a surge in export revenues, our industry expert Archie Smith ponders whether it may be time for a re-evaluation of the cap and its impact on the market as a whole. This topic deserves attention as it could lead to potential shifts in the global oil market and future trade strategies. Impact of Cyclone in Western AustraliaThe recent cyclone that struck Western Australia has had significant consequences for commodity markets, particularly due to its effect on cargo movement in and out of Brazil. These disruptions can lead to further shifts in the industry, as supply chains are affected and businesses must adjust their operations to minimize any losses. Understanding the aftermath of this cyclone and how it may continue to influence these markets can be useful data. In this episode, you will be able to:* Uncover the implications of the G7 price cap on the Russian crude oil market. * Delve into how the recent cyclone in Western Australia influenced freight rates. * Assess the effect of Brazil's cargo slowdown on C3 freight rates. * Discover the prowess of China's blast furnace utilization at maximum capacity. * Explore the potential gains of steel production using scrap metal. * Follow Freight Up on Apple Podcasts, Spotify, or wherever you get your podcast. * Email questions, comments, or chat with experts at freightup@freightinvestor.com. * Attend the Freight Investor Services Cobalt Congress in Istanbul from May 8th to 11th to discuss battery metals with Kerry Deal and Jack Nathan. * Connect with our Freight Up guys! Here are the links to Archie Smith, Kerry Deal and Hao Pei
An update from steel market expert Joshua Stern rounds up the freight up talk in this week's episode. We also learn how the market's contending with the devastating effects of a natural disaster in Turkey.In this episode, you will learn:* The Euro scrubber spread's effect on fuel oil market and vessel values. * Gain insights into the trends and rates of Cape and Panamax shipping markets. * Recognize the growth of steel market through hot rolled coil as a crucial indicator. * Acquire knowledge on risk management via derivative contracts for smaller businesses. * Discover the role of ESG and repercussions of natural disasters on the steel industry.
Steel Market Update The steel market has experienced growth in recent times, particularly concerning hot rolled coil (HRC), which serves as an indicator of the market's health and liquidity. The success seen in the HRC market has created optimism and generated interest among industry professionals in exploring risk management strategies. These positive trends have contributed to an increase in trade volume, particularly in the EU HRC market, setting records during the start of the year. Overall, these developments in the steel market highlight its importance within the global economy, and it continues to be a focal point for businesses and investors. Joshua Stern points out the significant growth in the EU HRC market, with over 180 KT traded in January and February. This heightened level of activity can be credited to market participants' growing interest in the steel industry and in risk management strategies. HRC proves to be a crucial metric for Stern as it allows for several hedging contracts to manage risk and monitor the steel market's liquidity. He emphasizes that the industry's success is, in part, due to these risk management tactics, highlighting their importance in maintaining a thriving steel market.Our special guests this week are Archie Smith, Kerry Deal, Joshua SternLinks:https://uk.linkedin.com/company/freight-investor-serviceshttps://freightinvestorservices.com/fis-live-2/
From the rise of iron ore shipments from Australia to booming coal exports from Indonesia, the freight industry can sometimes seem too good to be true. But is danger looming on the horizon? With potential production cuts to Chinese steel, will the market be able to sustain itself? Join 'Freight Up Fernanda' to follow the twists and turns the freight market's throwing up for us this week, and listen to learn whether it can continue to defy the odds!In this episode, you'll learn: 1. Discover tactics to hedge against fuel oil exposure and reduce price fluctuation risks. 2. Understand the influence of Asian holidays on fuel oil market liquidity and the overall outlook. 3. Uncover the consequences of OPEC's production cuts on the recent surge in oil prices. 4. Delve into cape-size market trends, focusing on iron ore and thermal coking coal. 5. Grasp the reasons behind rising Panamax market rates and their impact on coal exports in the Atlantic and Pacific basins.Guests this week Archie Smith, Kerry DealHedging in the Fuel MarketArchie Smith, a highly skilled fuel oil broker, joins Fernanda to share his in-depth knowledge of the oil market and the impact of OPEC's surprise production cuts on the recent oil price surge. With years of experience in the industry, Archie has honed his ability to help clients mitigate risk related to fluctuations in oil prices. His expertise in understanding market trends and predicting future movements makes him an invaluable source of information for oil brokers looking to stay ahead of the curve.Also, understanding the concept of hedging in the fuel market can be an essential factor in managing risks associated with fluctuating oil prices. By utilising futures contracts to lock in a price or purchasing options as a cushion against market volatility, businesses can mitigate the financial impact of unpredictable price swings. Taking a strategic approach to hedging and staying informed about the latest market trends can provide significant benefits in terms of cost management and overall financial stability. Archie Smith shares valuable insights on the role of hedging in managing fuel oil exposure, emphasizing the importance of monitoring market movements and staying informed about developments that may affect prices. Archie recommended using email as the primary means of communication with clients to ensure timely and efficient communication of critical updates and changes in market conditions.Cape Size Market Update The cape size market pertains to larger vessels, typically used for the transportation of iron ore and thermal coking coal. This segment of the shipping industry is heavily influenced by factors such as seasonal fluctuations, supply and demand dynamics, and global economic indicators. Keeping a close eye on these factors enables businesses to make informed decisions on shipping strategies and minimize potential losses due to market volatility. Kerry Deal shared valuable updates on the cape size market during the episode, highlighting factors contributing to its recent growth, including increased shipments of iron ore and thermal coking coal from Australia to China. At the same time, Kerry mentioned potential limitations to the market's expansion, such as seasonal congestion at Chinese ports, concerns over potential steel production cuts in China, and the ongoing reduction in new home construction.Do please feel free to reach out and make suggestions for the podcast to us via our show email
The FIS Freight and Commodity podcast this week features our new communications manager, Fernanda. She'll be the new host of this podcast as of the next episode.
In this latest episode, the current host, Mo, introduces Fernanda and plays three important clips from past episodes.
These include Chris Hudson, the previous host who started the podcast. Mo also talks about his feelings during the transition period and how he felt when Chris left the department.
He also shares a clip of the time he chatted with FIS CEO John B.
The pair take a look at the future of the industry and markets.
And they discuss how we can make this podcast more relevant to you, as a listener.
Do please feel free to reach out and make suggestions to us via our social media channels.
Here they are.Twitter: https://twitter.com/freightinvestorLinkedIn: https://www.linkedin.com/company/freight-investor-services/
FIS were at the forefront of the Singapore Exchange Container futures launch in February 2023. We discuss the launch of the four contracts and the outlook for the Container market in 2023.
A discussion on the impact of Silicon Valley Bank turmoil on the commodity complex; includes Crude Oil, freight, metals, and ferrous complex.
A discussion on the price dynamics of EUAs and how shippers can manage their carbon risk. With special guest, carbon markets and shipping expert Richard Stephenson.
A summary of the fertilizer market in 2022, volume and volatility in the last few weeks and what’s next for the fertilizer market. A discussion on a new product due to be released this year and upcoming events. For more information, please send an email to ferts@freightinvestor.com
Shipping and marine fuel journalist and content manager Erik Hoffmann from ENGINE Online is our guest speaker. He discusses the EU sanctions on refined Russian oil products, their impact on fuel oil, ESG’s impact on the physical bunker, alternative fuels in the shipping industry and much more.
The earthquake in Turkey and Syria caused significant damage to logistics, infrastructure, and loss of life. Questions were also raised about its impact on commodities. We look at freight, FFAs, ferrous complex, and oil and products.
Iron ore inventories reach a six-month high last week. We discuss supply pressure in H1 and whether Australia’s FOB coking coal continuous growth is sustainable. In addition, we get a technical view of iron ore and freight markets.
A discussion on the increase in steel market volume, market share, the US HRC futures market reaching new heights, the European HRC market growth, and much more.
Freight rates hit a year low, with Cape Index losing 70% value and Panamax 33%. We get an update on the freight and FFA market in the last week and month. We discuss volumes, volatility, prices and contributing factors.
The oil market had many swings last year. So, what will it bring for us this year? We have our Fuel Oil desk give us their thoughts on 2022 and things to consider for 2023, as well as a weekly update on freight, and ferrous complex.
John Banaszkiewicz, CEO and founder of Freight Investor Services, has a conversation with us about the FFA market in 2022, FFA in 2023, China opening up and its impact, and what FIS is doing about the war in Ukraine.
A focus on new developments with Ammonia derivatives, how they could be used to manage physical price risk, the market opportunity, the Argus Clean Ammonia Europe Conference, and how grey ammonia derivatives would work in the fertiliser and energy markets.
EU sanctions on Russia, a G7 meeting, a price cap on Russian oil, an OPEC+ meeting, and rare protests in China against zero-COVID rules included in our conversations on how this impacts the freight & FFA market, crude oil & products market, and the ferrous commodity complex.
An overview of the Freight and FFA market; with a rollercoaster of news in China, we hear how that affects Iron Ore and finally end with some colour in the fuel oil market.
We cover one of the fastest growing ‘next generation’ fuels with multiple uses, including electricity generation, vessel fuel, and fertilizer: our latest product addition, Ammonia. We also put a little sprinkle of oil as we look at the oil & products market and get a freight market overview.
A special edition episode as we wish the podcast founder, Chris Hudson a farewell. We interview Chris and his old friends on the world of FFAs, fuel oil, and steel.
In this week’s episode, we speak with the Head of the Shipbroking team and Director of Singapore Office Kim Klarmann about his thoughts on the physical freight market. We also spotlight the FFA market, geopolitical events, and market movements of our major freight and commodity markets.
Barcelona, battery metals, pulp and paper, geopolitics, and freight index rebound are all on this week’s podcast episode with Peter Hannah from Fastmarkets, Kerry Deal, Kieran Walsh, Mopani Mkandawire and Chris Hudson.
In this week’s episode, we speak with the Head of Business Development, our Fuel Oil Broker and our Technical Analyst to look at what’s happening in the world of Freight, Iron Ore, and Oil.
On this week’s podcast we take a deep dive into the current scenario in freight and commodity markets as the war in Ukraine rages on, and we are joined by special guests from Lloyds List’s Bridget Diakun and Dave Osler.
Return of the Podcast: Episode CIII - Where we take a look at the future prospects for the dry freight market, carbon markets, and shine a spotlight on the scrap market with our special guest Alberto Xodo at the LME.
Iron ore, coking coal, and steel are the focus of this week’s podcast as we take a look at the trade flows and major issues facing the ferrous complex. All data quoted is from S&P Global Market Intelligence.
All things oil this week on the podcast as we look at the flows of the world oil market, as well as updates on the dry freight, bunker and ferrous markets.
John Banaszkiewicz recalls the highlights from the history of the freight and commodity derivatives markets and we talk about the future in our 100th podcast episode special.
The Australian election, significant coal shipments, and Chinese lockdowns are just some of the factors discussed affecting the dry freight and ferrous markets on this week’s podcast.
An exciting announcement, technical chat, and looking into freight and base metals markets all on this week’s podcast.
As Twitter could soon have Mr Trump back, this week’s podcast brings the Fertilizer, Carbon Emissions, Dry Freight, and Iron Ore markets under the spotlight.
Shipping emissions, volatile oil, resurgent Tanker FFAs, and a quieter Dry FFA market all feature in this week’s podcast episode. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
We talk carbon revolutions, Chinese lockdowns, elections, and analysis of the freight, iron ore, emissions, and cobalt markets on this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Dry freight, Steel, Carbon Emissions and Iron Ore are on the menu this week for the podcast, so tune in and get up to speed before the Easter holidays. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
This week we have a quick update on our main markets followed by a special focus on the pulp and paper market with Hannu Hara from Norexeco and FIS' Duncan Murray. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
As LME trading has finally resumed, we investigate what has been going on alongside updates on freight, carbon and iron ore markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
This week we look at the aftermath of the amazingly volatile week from the last podcast, looking into Freight, Oil, Carbon and Iron Ore markets, with special guest John B. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
On this week’s podcast we investigate the impact events in Ukraine are having on Dry Freight, Oil, Wet Freight, Base metals, Iron Ore, and Carbon commodity markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
The awful events in Ukraine has left much of the World stunned. On this week’s podcast we take a look at the immediate impact of the conflict on some of our main commodity markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
The future’s green and commodity markets are no different, so this week on the podcast we explore the carbon emissions, battery metals, and pulp and paper markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
As tensions persist in Eastern Europe, in this week’s podcast, we focus on commodities that have experienced some serious volatility of late: oil and products, battery metals, and dry freight. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
The podcast is back, this week steely eyed we delve down to mine out details across the ferrous commodity complex, alongside oil, freight, carbon and fertilisers market updates. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
On this week's episode we touch on geopolitics, volatile financial markets, as well as a closer look at the freight, iron ore, carbon emissions and oil markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
The FIS Freight and Commodity podcast is back with us tackling what 2022 could have in store for us, as well as a weekly roundup of some of our main markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Relive the 2021 freight and commodity markets with our end of year podcast, where we remember the freight, ferrous, oil, metals, and ferts markets of the last 12 months. We are joined by Alex Pereira Inacio, Michelle Wiese Bockmann, Ed Hutton, Kerry Deal, Peter Stallion, Alex Macathur, Peter Hannah, Dave Powell, Robert Belcher, Nick McClements, Jack Nathan, Andrew Manna, Ricky Forman, and Theo Goulios.
With a new Covid variant oil’s price has sledged down a hill, while Panamaxes have stormed ahead in the dry freight market, all on this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Freight and Iron Ore markets have found a floor, for the time being at least, hear about that and our other commodity markets on this week's podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Got that end of year feeling? Well the freight, oil and ferrous markets certainly do. Hear about what's been going on in commodities this week on our podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
It’s groundhog day on our podcast, as we explore further Iron Ore falls, flatlining Oil, and record Ferts markets, although the Cape market has taken a breather this week. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Freight and ferrous have fallen off a cliff this week, so we invited Holly Birkett from Tradewinds to discuss what’s been going on in the commodity markets this past week. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Don't panic! Capesize prices may be sliding, but our podcast is here to highlight what's going on in the freight, oil and ferrous markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Hi5! It’s rocketing and putting a smile on scrubber owners' faces, hear about this and what is happening in the freight and iron ore markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Don't be a Turkey, get up to speed on what's been happening in the freight, iron ore and oil markets this week on our podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
A short, sharp update this week as we discuss the jump in oil prices, the bounce back on iron ore, and of course the Capesize rates having gone to the Moon.
With ESG concerns at the forefront, and debate on the future of bunker fuels, we ask our 'oracle' at Integr8 fuels, Anton Shamray, for his thoughts on the future direction of this vital market. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Storm clouds are gathering ahead of Q4, but with soaring freight, sliding iron ore, and confident oil, we look at where we might be headed. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Where will these markets go? Freight, iron ore and oil get the technical treatment, with our Senior Technical Analyst Ed Hutton in this week's podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Get in your gamble straddles and ride out Q4 in comfort? Hear about that suggestion and what’s been driving the freight and commodity markets in this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
As we review the markets and our correct calls from last week, join us for insights as we look into the crystal ball of commodities on freight, oil and ferrous. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Time to go green? Voluntary carbon contracts are here to help. Hear about those and what's happening in the oil, freight and ferrous markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Laudate Nostradamus! With our freight and apocalyptic iron ore calls from last few weeks coming true, we look at what’s been going on in the ferrous, oil and freight markets this week. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Iron ore leads the fall as we discuss Chinese emissions targets, OPEC+ production, and typhoon congestion affecting the ferrous, oil and freight markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
With the growing ESG revolution and growth of EVs we talk to Jack Nathan, Peter Hannah and Will Adams about battery metals alongside an update of freight, oil and iron ore markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
We hop into the world of Ferts with our Aussie broker Andrew Manna walking us through this growing market, alongside our usual discussion on Freight, Iron ore and Oil. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
As the UK looks to relax covid regulations next week, the team discuss what’s happening in the freight, iron ore and oil markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
This week is all about that base. Nick McClements talks about the base metal market after we explore the freight, iron ore and oil markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Emissions contracts, what are they good for? Absolutely everything. Alongside our usual market updates we delve into the world of carbon emissions with Alex Moore. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Have you met coal? With coking coal finally making significant moves we invite Dave Powell to talk to us about this vitally important commodity. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
As Capes jump over 50% week on week, we discuss the 'extra-terrestrial' trajectory and where it could go, as well as the oil and iron ore markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
This week’s podcast we are joined by Peter Hannah – Index Manager at Fastmarkets – to talk about the future of Iron Ore and the ferrous complex. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
All aboard the Commodity Express as we talk about the movers and shakers from the rollercoaster of freight and commodity markets this week. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Scrap your friends and listen to this week’s podcast – Volatility in oil and freight, collapsing iron ore, and we take an in depth look at CME and LME steel and scrap contracts, as well as the upcoming SGX Shanghai rebar contract. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
With storm clouds over London this week, we try to clear things up about what's been happening with the dramatic falls on freight, whispers of Iranian oil coming back, and strong steel mill margins in China, on this week's Castaway podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Iron ore is at record highs, driven by insatiable domestic Chinese demand. So, we have renamed it IronCoin in honour of its meteoric rise from last year. Hear all about it and our usual freight and commodity markets on this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Japanese power, a red-hot Cape market, rising oil, and iron ore around record levels. Get updated on our main markets as well as battery metals and lumber on this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
'No Smoking here - It's the Castaway Emissions Special! Join us with our special guest Andrew Glass of Viridios Capital and Avatar Commodities to discuss Emissions Offsets and their effect on the world of shipping and commodities. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Garden gnome shortages, green levies and rising commodity prices, find out all about it in this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
In our 50th episode, we look at the market movements in the year since we started, as well as updates on dry freight, iron ore, tanker and oil markets, plus info on the transition to Panamax 5TC contracts Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Post Easter trading regrets? Don't worry, get an update on what's happening in the Freight, Iron Ore and Oil markets on this week's podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Crisis in the Suez! We talk to Peter Stallion our Container broker to find out what's been happening, along with our usual freight, ferrous and oil updates. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Serious volatility in air passenger travel has us asking CEO Mark Howarth of Skytra about their index for air passenger travel pricing. Learn about incredible new tools for hedging and trading this vital sector, along with our usual news and updates, on this week's Castaway. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Wo is mein Handy? Here it is! Special guest Hans-Christian Olesen joins us to discuss the Baltic Exchange’s new Handysize index and the transition from Panamax 4TC to 5TC in our freight market special. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Confused? Missed last week’s volatile markets? Look no further, listen to this week’s Castaway to get updated on our main shipping and commodity markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Don’t get caught napping on China’s 5 year plans, OPEC meeting and commodity market movements. Listen to this week’s podcast where we update you on iron ore, steel, freight and oil markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Record volumes and incredible volatility. Listen to John B, CEO of FIS, on what's been happening in the dry freight markets and the reasons behind it, on this week's podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
This week we are joined by Charlotte Radford - minors, ores and alloys editor at Fastmarkets - to discuss the increasingly important cobalt market, alongside a brief markets update. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Iron Ore and Ferts have had a rollercoaster of a week, while Capes continue their slide, listen to all the analysis pre-CNY on this week's podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
IO and Dry Freight tumble, as European HRC stays strong. Hear analysis from the team across our markets, on this week's Castaway podcast - now on Tuesdays! Disclaimer: freightinvestorservices.com/castaway-disclaimer/
All the interest is in the Steel and Iron Ore markets this week, as Tom gives us insight into what is happening, as margin rates for mills turn negative. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Castaway is back with our market updates for Freight, Fuel, Iron Ore, Fertilizers and Tankers, with a special mention for FIS’s first Cobalt trade, tune in now! Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Whether you’ve been Naughty or Nice, tune in to our special episode ‘The 12 Commodities of Christmas’ to hear the team break down the year’s price action and trends across all our products, along with the usual news and comment. Disclaimer: freightinvestorservices.com/castaway-disclaimer/.
Caught off guard by the Iron Ore moves? Listen to this week's Castaway podcast where Chris, Tom and Kerry have it covered, along with all our markets.
Disclaimer: freightinvestorservices.com/castaway-disclaimer/
This week is our Brazil special. Tom, Alex, Chris, and Kerry are joined by Roberto Doring, Deputy Head of Mission to the UK, to discuss the past, present and future of Brazil’s presence in the commodity complex.
Disclaimer: freightinvestorservices.com/castaway-disclaimer/
End-of-year-feeling in your markets? Longing to get away? Join the team as they wing it and discuss the new Baltic Exchange Air Freight Index on this week's Castaway.
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China's coal imports continue to fall along with Cape freight, while oil and iron ore push, and the Baltic launches a new airfreight index - we discuss it all on Castaway this week along with our award winning app! markets.Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Join this week's Election Special on Castaway as the team discuss the implications of a Biden Presidency, a Vaccine, and more on our commodity markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
It's not looking good for Aussie coal, and as we sit and wait for the US Election result Chris, Tom and Kerry explore the movements in our main commodity markets.
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British special forces got involved in the freight market this week, and there’s plenty other intelligence to share on this week’s podcast with Tom, Kerry and Chris. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
It’s all Chinese to us! As most markets take a breather, Chris, Tom and Kerry talk about the future potential of China to sustain markets, as well as an update on our main commodity markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Covid-free podcast. Don't worry, we don't mention the C word this week. Join Chris, Kerry and Tom as they discuss the movers and shakers in the freight and commodity markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
This week, as China takes a holiday, the news stream for the rest of the world is incredibly active. From rocketing Freight to flat Tankers, find out the impact on Commodities markets with Chris, Kerry and Tom.
Disclaimer - https://freightinvestorservices.com/castaway-disclaimer/
This week we touch on Job cuts, EU Passports and the biggest debate of the year as well as our normal market summaries and a synopsis about Golden week.
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This weeks episode is 2 days late and doesn't have Chris in it. #prayforchudders
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Confused by market jargon? Getting your stochastic mixed up with your doji stars? Then don't fear! This week's special podcast episode explains all about market technicals and how to use them with FIS technical research analyst Ed Hutton.
Disclaimer: freightinvestorservices.com/castaway-disclaimer/
How are the markets pricing the US election? What's in store for capesize freight? And why is iron ore still so high? Answer all these questions and more with a listen of this week's Castaway - now with 50% fewer puns.
Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Storm clouds are brewing in the US, but for now it's all clear at the FIS offices where the team are joined by Richard Heath, Senior Manager of Group Strategy at EEX, to discuss developments in the dry and container freight futures markets, together with our usual comment and analysis across FIS products Disclaimer: freightinvestorservices.com/castaway-disclaimer/
The summer lull hasn't hit FIS as our 21st edition comes of age and we discuss Pirates, Brexit, Gas, Ferts and Tankers alongside our usual market commentary.
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Soy Castaway Podcast. Join us for our 20th edition, where we are joined by Chris Pardey our agriculture expert (outstanding in his field) as he joins in our panel discussion about freight and commodity markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
What is going on with this iron ore market? How come freight is flying again? Why is nothing moving on oil? Memes aside, join the team to discuss the week’s movements and idiosyncrasies.
Disclaimer: freightinvestorservices.com/castaway-disclaimer/
This week geopolitics takes centre stage as the team discuss escalating China-US tensions weighing on markets, along with outlining current market trends in all of FIS's markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Nervous you don’t know enough about Air Freight Futures? Surely you can’t be serious…. Tune in to this week’s episode of Castaway to learn more on those, and get the usual commodity market analysis from the FIS team. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
Episode 16 is all about cross commodities. Alistair Pettey, the new head of FIS’ cross commodity execution desk joins Chris, Alex and Tom to discuss new developments, as well as the usual markets updates.
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This week Demetris Polemis from the Paralos Fund and the FIS team will discuss the increasing financialization of the dry freight and iron ore markets, followed by our news articles of the week and our main market updates.
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What do Brazil, OPEC and China all have in common? They are the big driving factors in markets this week. Listen to commodity analysis of markets from Alex, Kerry and Chris from FIS. Disclaimer: freightinvestorservices.com/castaway-disclaimer/
This week the team talk $6 million dollar bail, Cape splits, and EU travel bans; all this is alongside our usual in depth analysis of the supply and demand factors affecting commodity market prices.
Disclaimer - https://freightinvestorservices.com/castaway-disclaimer/
This week the group discuss supply and demand in crude, freight, iron ore, and copper markets. We explore the reasons behind the freight markets jump, oil’s crawl upwards, and iron ore’s price stall, among other market news and trends
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This week the team talk about HSBC’s decision to back Hong Kong’s new security law, the peace index, and increasing problems for China’s Belt and road initiative. Then followed by our usual analysis of news and trends for the major markets here at FIS.
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This week on FIS Castaway the team are discussing Chinese diplomacy, the effects of the US protests, buoyant commodity and freight markets, and for our Random Market of the Week: Snowfall futures. Disclaimer: https://freightinvestorservices.com/castaway-disclaimer/
In Episode 9 of Castaway we have special guest Julie Arnold talking to us about power markets – especially the new emerging Japanese power market. We also have our regular news and commodity market reviews and a hot potato of a new random market of the week.
Disclaimer - https://freightinvestorservices.com/castaway-disclaimer/
Been Herring about our Podcast? Floundering in the financial markets? Trawl through our latest edition, even if its just for the halibut!
We reel off commodity news and more in this episode, giving you the schooling you need and allowing you to mullet it over.
"Not bad, Cod do better" Capt. Birdseye
Disclaimer - https://freightinvestorservices.com/castaway-disclaimer/
In Episode 7 of FIS Castaway, the team discuss some unusual trends developing in the values of premiership footballers, alcohol sales, and US oil production, as well as of course analysing the state of the Sea and Air Freight, Iron Ore, and Energy markets.
Disclaimer - https://freightinvestorservices.com/castaway-disclaimer/
A run through of the commodity action from this week with Chris, Alex, Kerry and Tom. We are looking at what is going on with the Oil market, why the Iron Ore price is holding up and what is driving Freight prices lower, plus an exciting development from the FIS technology team.
Disclaimer - https://freightinvestorservices.com/castaway-disclaimer/
This week sees the fifth installation of our much feted podcast. Covering oil, iron ore and current affairs we aim to keep our listeners in touch with developments. Get up to speed with our new feature of lesser known commodities as we explore the futures market on cheese. Let the bad puns roll... https://freightinvestorservices.com/castaway-disclaimer/
On this week’s episode of the Castaway Podcast, the FIS team are joined by Sean Dyche, the Manager of English Premier League football club, Burnley FC to hear his valuable insights on management in a crisis and how COVID-19 is impacting professional sports teams and also get your weekly update on our commodity markets.
Disclaimer - https://freightinvestorservices.com/castaway-disclaimer/
Chris, Kerry and Tom are joined by Paul Bartholomew (Head of Metals News & Insight, Asia-Pacific) and Sebastian Lewis (Head of Insight, China) from S&P Global Platts to discuss the early signs of recovery in China and how it is affecting commodity prices.
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In Episode 2 of FIS Castaway, We are joined by Phil Stephens from Ebury to discuss recent FX activity and it’s impact on commodities, as well as updating our key markets
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FIS Castaway – Eps.1 – Unprecedented Coverage in Unprecedented Times
The FIS management and broking teams around the world have got their heads together to bring you the first FIS Castaway podcast, providing you with an update on how we’re working to keep you trading.
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