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Shipping Decarbonization Weekly Insights
Latest Trends on fuel transition, shipyard actions, government, ports, financing and industry players.
The scale of shipping’s green transition has been put into sharp relief with new data from Germany’s University of Applied Sciences showing the global shipping industry will require the equivalent of the world’s entire current renewable energy demand to replace fossil fuel use.
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Market Comment: How Long Will The Downturn Last?
The key indicator to watch is consumer resilience
Historically, Bear Markets last for a few months to a couple of years. The quicker tightening slows, or ends, the quicker we will see an end to volatility and the return of market bullishness.
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Metals Extended Gains On Promise Of More Chinese Stimulus Measures
A risk-on tone across markets helped pushed the commodity complex higher
A risk-on tone across markets helped pushed the commodity complex higher. Industrials led the gains amid increasing hopes of stimulus boosting economic activity. A weaker USD also boosted investor appetite.
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Greater Weakness Recently In Chinese Lending And Spending
The central government continues to work to stimulate the economy
As we have highlighted to our clients in our recent Weekly China Reports, Chinese banks issued only 645 trillion yuan in new loans in April. This has marked a month-on-month decline of 2.49 billion yuan (-80%) and a year-on-year decline of 825 billion yuan (-56%).
Commodities Under Pressure Amid China's Weakening Economic Backdrop
The grim economic outlook in China continued to weigh on sentiment in commodity markets
Base metals led the complex lower, while gains in oil were offset by falls in coal in the energy sector.
China: More Dark Clouds On The Horizon
New round of downgrades to growth projections among economists and other China watchers
China’s recent release of disappointing data for industrial production during April has triggered a new round of downgrades to growth projections among economists and other China watchers.
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China's Coal Import Prospects Still Not Bullish But Rest Of The World Will Easily Compensate
China’s coal production has nevertheless stayed quite strong
As we have highlighted to our clients in Commodore's recent Weekly Dry Bulk Reports, China's coal production in April totaled 362.8 million tons.
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The Big Picture: US-Europe Trade
Fresh demand in the Atlantic
As trade flows continue to change as the Ukraine-Russia war unfolds, we look at how the US has increased shipments to Europe across several dry bulk commodities and what it means for dry bulk markets.
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Russian Crude Exports Remain High
In contrast to widespread assumptions and news pieces
Curtailments to domestic use, as struggling product exports limit refining operations, have been a crucial supporting factor for crude exports. Meanwhile, sanctions are unlikely to hinder Russian players from exporting oil over the coming months more than they already do.
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