Weekly Insights Review

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Shipping Decarbonization Weekly Insights


Latest Trends


Energy and shipping organizations have met to outline plans to accelerate the development of a green corridor to transport iron ore between Australia and East Asia.
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The Shipfix Blog: Ukrainian Grain Exports Facing Renewed Uncertainty


A week is an eternity in geopolitics



The drone attacks on Russian naval assets in Crimea last weekend led to the suspension of the country's participation in the deal that has allowed Ukraine to recommence seaborne exports of grains.
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Indonesia And Russia Remain China's Primary Sources For Coal Imports
 

No coal was imported from the Philippines, South Africa or Colombia



Coal import data for September by origin has been released and shows that imports from Indonesia have remained China’s primary source and Russia the second largest source.
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Signal Dry Bulk Weekly Report



Snapshot of Spot Freight Rates, Supply-Demand Trends, Port Congestions



In the second week of November, the downward trend in freight rates has not yet reversed, with the number of ships sailing ballast gradually increasing, while demand (ton days) is growing even more slowly.
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Metals Gain As Low Inventories Spark Concerns Of Supply Shortages


A weaker USD also helped support investor appetite


Rising COVID-19 cases in China weighed on sentiment across commodity markets.
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Iran’s Crude/Condensate Exports Reached 9 Month Highs In October 2022


The factors driving the sharp rebound in Iranian crude exports

 

This insight explores the sharp climb in Iran’s crude/condensate exports observed in October, changes to floating storage and Russia’s impact on Iranian fleet activity.
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BRAEMAR WEEKLY DRY BULK REPORT


The Big Picture: Supply forecast


Ordering this year has naturally slowed down as the freight market softened throughout the year.
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Decline In India's Electricity Production


The weakness has come as a surprise


As we discussed in our most recent Weekly Dry Bulk Report, India produced only 109.6 billion kilowatt hours of electricity last month which is down month-on-month by 10.4 billion kilowatt hours (-9%) and down year-on-year by 1.2 billion kilowatt hours (-1%).  
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