Welcome To Our Weekly Insights Review
Read here everything you need to know
The Big Picture: 2023: On Our Radar
Things to look out for
As we start the new year, we look into some of the factors that may play a role in determining freight rates for the year ahead.
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Shipfix-Global Market Update
Macro/Geopolitics, Commodity Markets, Freight and Bunker Markets
With the global newsflow still subdued in the past week, following the Christmas and New Year holidays in large parts of the world, the macro picture was dominated by mounting concerns over the health of the global economy.
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Shipping Decarbonization Weekly Insights
Latest Trends
The IMO’s carbon intensity regulations, specifically the carbon intensity indicator (CII) in place since 1 January, are likely to dramatically impact the LNG fleet supply, which could lead to ‘stranded’ assets later this decade.
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Mazars Note: Opportunities Need Swift Entry And A Lot Of Patience
Grim economic picture at the start of the year
Opportunities need swift entry and a lot of patience
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Signal Dry Bulk Annual Review 2022
January 11, 2023
The year ended with critical changes
The year ended with critical changes in grain flows due to geopolitical tensions between Russia and Ukraine.
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Crude Oil Gains Amid Signs Of Stronger Chinese Demand
Commodity markets were mixed
Commodity markets were mixed as optimism over China’s reopening was offset by concerns of further monetary tightening by central banks.
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China’s Oil Quotas Strike Balance Between Economic Growth And Emissions Control
Demand recovery, however, is far from imminent
China’s recent allocation of oil quotas signals Beijing’s intention to accelerate economic recovery whilst sticking to its longer-term goal of controlling emissions.
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Gibson's Weekly Tanker Market Report
Fundamentals suggest that supply/demand balance is likely to remain tight this year
Whilst 2022 ended with a fanfare, there is now a quieter feel for tanker markets as we step into 2023.
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Gold Rallies Amid Expectations Of Slower Rate Hikes From Fed
Slowing US inflation saw risk appetite rise sharply across the complex
This increased confidence of demand strengthening as China’s reopens its economy.
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Chinese Consumers Buying Less, Still Just Paying More
Consumers in China are still not actually buying more goods compared to a year ago
As we have been stressing in our Weekly China Reports, inflation exceeding retail sales growth in both September and October in China was a troubling and almost unprecedented event.
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