Weekly Insights Review

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Shipping Decarbonization Weekly Insights


Latest Trends


Waste-based biofuels could be a key driver of the energy transition transforming today’s limited supply of low-carbon transportation fuels and creating a local, circular economy, according to a new report by research and consultancy group Wood Mackenzie.
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Market Comment: ‘Paradigm Shift’ Deferred, But Not For Long

The Fed is still ‘The only game in town’ for markets


Frank Herbert’s ‘Dune’, one of the most epic sci-fi novels of all time (and the subject of a less-great 1984 Kyle MacLachlan movie), featured, amongst other things, a mystical far-future sisterhood, called the Bene Gesserit.
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China's Coal And Iron Ore Imports Remain In Contraction



China's iron ore and coal imports were each able to climb on a m-o-m basis last month

China's iron ore and coal imports most recently were each able to climb on a month-on-month basis last month, but..
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Are China’s Crude Imports On A Path To Recovery?

 

Is a long-awaited recovery in sight?


China’s seaborne crude imports in August (days representing 1-18) have breached the 8mbd mark, up marginally from the 7.9mbd average seen in the past two months but remains 10% below last year’s volumes.
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Shipfix Data: Ukrainian Grain Orders Are Starting To Lift Off

The majority of these grains are heading to China, Turkey, Indonesia, Egypt and Spain

 

 A total of 24 ships carrying 948,000 Mts of grain have now found their way out of war-torn Ukraine since the UN grain corridor was established on the 23rd of July.

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Crude Oil Extends Gains As OPEC Support Hangs Over Market


Commodity markets pushed higher as ongoing supply shortages offset concerns of weaker demand

 

A weaker USD also helped boost investor appetite for the sector.
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Chinese Consumer Spending Showing Growth


Spending had contracted on a year-on-year basis for three consecutive months


Consumer spending in China has now experienced year-on-year growth for two straight months, most recently rising by 2.7% in July. 
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Crude Tankers: Russian Invasion Sets The Tone But China’s Behaviour Has The Last Say


Chinese purchasing activity is and will remain a barometer for tanker recovery.




Six months have passed since the invasion of Russia in Ukraine, which caught most of the world and in consequence – shipping markets – by surprise.
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Copper Gains As China Throws More Stimulus Measures At Economy


A risk-off tone across markets helped push commodities higher in choppy trading


A weaker USD also boosted investor appetite.
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Braemar Weekly Dry Market Report


The Big Picture: Coal update

Energy prices are continuing to firm in Europe and weather is driving supply/demand changes across several regions.
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