Welcome To Our Weekly Insights Review
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More Grain Expected To Be Exported
Million tons of exports are now expected
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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It’s Not The Equity Volatility. It’s What’s Coming Next
A lot can happen in eight minutes
A lot can happen in eight minutes. You can boil an egg. You can read eight pages of a novel. You can brew a coffee. You can wait for the sun’s light to reach you. Apparently, you can also wipe $78 billion out of existence.
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Global Market Update
The path to a recession is rarely a straight line
There will be data releases pointing towards a recovery rather than a further weakening of the business cycle, providing the temptation to signal the all-clear.
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Metals Slump As Fears Of Weak Demand In China Linger
A risk off tone across markets saw commodity markets come under pressure
This was exacerbated by worsening outbreaks of COVID-19 in China, raising fears of further lockdowns weakening demand.
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China Buying Even More Russia Coal
Imports from Indonesia have remained the primary source of imports and Russia the second largest source
China's coal import data for July by origin was recently released and shows that imports from Indonesia have remained the primary source of imports and Russia the second largest source.
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BRS Dry Bulk Weekly Newsletter
China Sufferd Power Shortage Amid Extreme Weather Conditions
There had been a shortage of power supply caused by high temperatures and worsened by sparse rains in major Chinese provinces including Sichuan, Chongqing, Zhejiang, Anhui and Jiangsu.
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Where Are Diesel Cracks Heading To?
We try to put some structure to this highly complex question, comparing the evident upside for diesel from power and heat generation to already obvious supply and demand-side adjustments
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