Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services

How the US Election Impacts Freight and Commodity MarketsWelcome back to Freight Up, the premier podcast from Freight Investor Services where we dissect and explore the major movements and current developments in the freight and bulk commodity markets. We're Jess and Davide, and we'll be your guides today as we delve into a special episode centered on the recent US Elections and their implications for our industry. Joining us are experts Archie Smith, and Hao Pei, who will share their unique insights on how the election results might shift our markets. By listening in today, you'll gain a deeper understanding of how the political landscape influences freight and commodity trading, ensuring you stay ahead of the curve.In this episode, we'll kick things off with a comprehensive freight update. From the latest news in the American job market to the latest index movements, we've got you covered. As we transition to specific commodities, we take a closer look at how the US elections are likely affecting iron ore and fuel oil markets. We learn the potential impacts, particularly focusing on dry bulk markets and how Trump's probable victory might reignite trade tensions with China, affecting grain and steel exports. Hao connects the dots between geopolitical movements and China's proactive fiscal policies. Finally, Archie examines how the election results are already causing ripples in the fuel oil market, shedding light on the immediate bearish impact on crude oil prices following Trump's rise and the longer-term implications of tariff impositions. Links referenced in this episode:FreightInvestorservice.comFIS LiveCompanies mentioned in this episode: Freight Investor Services Kaizen General Service FIS Live This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

Hello and welcome to another insightful episode of Freight Up, the freight and commodity podcast from Freight Investor Services. I'm Jess, and alongside my co-host Davide, we're here to bring you up to speed on the latest market movements and trends in the freight and bulk commodity sectors. Today's episode, "Falling Capes amid Chinese Stimulus" promises to be a compelling mix of critical market analysis and expert insights. We're joined by Archie Smith and Hao Pei, each with their wealth of knowledge and unique perspectives.First off, we'll dive into the recent dry FFA movements where the absence of impactful stimuli from China has had a significant effect. Capesize vessels have particularly felt the brunt. We explore why this is happening and discuss how Panamaxes and smaller vessels are faring in this tricky market. Jess and Davide will break down what this means for traders and investors.Next, we're thrilled to have Hao Pei from our Shanghai office take us through the mid-October iron ore correction. We'll dissect the causes behind this correction and explore the short-to-midterm outlook for iron ore. Is this a temporary blip, or are there deeper issues at play? By the end of this episode, you'll have a comprehensive understanding of the current state of the dry FFA markets, insights into the iron ore sector, and a clear picture of what's driving the fuel oil markets. Whether you're trading, investing, or simply interested in staying informed, this episode will provide you with actionable insights to navigate the ever-changing landscape of freight and commodities. Timestamped summary00:00 China grows, Japan's inflation falls, shipping declines.04:58 Panamax market faced weekly losses, slight recovery.09:20 Iron ore market volatile amidst uncertain factors.11:15 China's hot metal consumption significantly influences markets.14:14 Market calms; focus on Israel's next move.This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

This episode of Freight Up delves into the complexities of the oil market amidst escalating tensions in the Middle East, focusing on the significant impact these events have on global oil prices. Hosts Jess and David are joined by experts to discuss the recent fluctuations in oil, including the spike in Brent crude prices following geopolitical developments and the underlying economic factors contributing to market shifts. The conversation extends to dry freight and iron ore, with insights from analysts on the latest market movements and trends, particularly in relation to China's economic landscape. Additionally, the episode addresses the implications of recent hurricanes on oil production in the U.S. Gulf Coast and how these natural events intertwine with broader market dynamics. Tune in to gain a comprehensive understanding of the current state of freight and commodity markets, highlighting the intricate relationships between geopolitics, economics, and environmental factors.Takeaways: The podcast highlights the recent volatility in oil prices driven by geopolitical tensions in the Middle East. Iron ore prices have seen significant fluctuations, influenced by Chinese economic activity and inventory levels. Recent hurricanes in the US Gulf Coast have temporarily impacted oil supply and prices. The discussion emphasized the importance of macroeconomic indicators affecting both oil and dry freight markets. Market sentiment remains cautious as uncertainties around OPEC cuts and global demand persist. China's changing tax policies on imported oil could significantly affect refinery operations and crude demand. Companies mentioned in this episode: Chevron BP Shell This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

Summer Break Recap and Market Updates Hello listeners, and welcome back to another episode of Freight Up, the freight and commodity podcast of Freight Investor Services. I'm Jess, and alongside my co-host Davide, we're thrilled to guide you through the latest updates in the major freight and bulk commodity markets. It's been a busy few months since our summer break, and today we have a packed line-up for you.First, the latest news from the UK, US, China, and Japan, examining their economic landscapes and key index movements. Then, the dry freight market with insights from our regular expert, Ben Klang, who will break down the weekly gains and fluctuations across vessel segments. Next, we'll shift our focus to the iron ore market with Hao Pei from our Shanghai office, who will analyse the significant price hikes influenced by the Chinese PBOC's stimulus package. Finally, Archie Smith will give us all the details on the volatile fuel oil markets, covering everything from crude price swings to high and low sulphur oil trends.It's a comprehensive look at the state of the industry, packed with expert insights and crucial market data. So, click play, as we bring you the most up-to-date analyses on Freight Up!Timestamped summary00:00 China's industrial growth slows; Japan's inflation rises.04:33 Weekly vessel gains amid fluctuating Cape and Panamax.09:19 Iron ore prices surged due to unexpected Chinese policy changes.13:47 Short-term oil support: Chinese efforts, US storms.15:03 Fuel prices fluctuating heavily, high sulphur premium in Europe.This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

Welcome back to "Freight Up," your go-to podcast for insights into the major freight and bulk commodity markets from FIS. I'm your host, Jess. We'll start with our regular guest Ben Klang providing the latest updates on the dry freight markets across all vessel segments. Ben will discuss recent trends, index movements, and key drivers shaping the freight landscape.Next, we have a special segment focusing on the US steel industry with Martin Vera, a senior commodities broker, and Catherine Wang, a steel desk broker, joining us from our US offices. They'll share insights on US HRC futures, the unique aspects of the US steel market, current volatility, and future outlooks. We'll also touch on the impact of Mexican steel imports and the state of US domestic raw steel production.Rounding out the episode, Hao Pei is back to give us the latest on ferrous products, including a closer look at recent developments in the iron ore and coking coal markets.Listen in for an informative discussion on freight, steel, and ferrous commodities, as we navigate the complexities and opportunities in these dynamic markets. You won't want to miss it!00:00 Jess with the freight market update.04:22 Rates hit high, trading mostly range-bound.10:33 US steel industry: 80 million tons yearly, electric arc furnaces dominant.12:15 Implied volatility on front end contracts at 25%.16:36 Difficulty in steel production led to price spikes.19:09 US steel producers foresee price rebound in 2024.22:21 Iron ore correction, train impact, China equities.This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

Welcome back to "Freight Up," your go-to podcast for insights into the major freight and bulk commodity markets from FIS. I'm your host, Davide, and it's time once again for the latest updates and movements in major freight and bulk commodity markets. Joining us are Hao Pei from Shanghai to discuss the iron ore market and Archie Smith, who will break down the fuel oil sector. We'll be covering everything from the recent dip in the US unemployment rate and China's inflation trends to fluctuations in iron ore and fuel oil prices. Listen for insights on market movements, coal demand, and the latest data impacting our industry. Don't forget to follow the podcast and our company page on LinkedIn, and download our FIS Live app to stay ahead with the freshest freight and commodity analysis. Let's get started!Timestamped summary00:00 Shipping rates fluctuate, handysize index remains flat.05:25 Futures prices and open interest continue to rise.08:30 Attempting to persuade market on resilient iron ore demand in China.12:15 Trump's impact on oil market, weak China imports.This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

Welcome back to "Freight Up," your go-to podcast for insights into the major freight and bulk commodity markets from FIS. I'm Jess, your host, joined by Davide. In today's episode, we have a jam-packed agenda covering the latest news and market movements. Ben Klang is reporting live from London with updates on dry freight, while Hao Pei, our senior analyst from Shanghai, delves into the iron ore and coking coal markets. Plus, we have a special guest, Erik Hoffman, Managing Editor of ENGINE, who will shed light on biofuels and the emerging EU regulations that are set to impact the shipping industry. Listen now for in-depth insights and expert analysis!00:00 Shipping market: C5DC index up, P5TC down. Steady fuel price increase.03:52 Index climbs driven by vessel rate increase.08:11 Iron ore index increased, outlook remains uncertain.12:44 Biofuel: alternative, popular, easy, cheap, safe, available.15:40 EU shipping firms pay for CO2 emissions.17:18 Consumer proximity and willingness to pay determine impact.21:44 Biofuels offer cheapest compliance for EU ships.23:03 Maritime fuel campaign touts benefits, efficiency.This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

Welcome back to "Freight Up," your go-to podcast for insights into the major freight and bulk commodity markets. I'm your host, Davide, and this episode features our man in Shanghai, Hao Pei, who will dissect the recent news out of China and its impact on the iron ore market. Archie Smith and Ben Klang will provide their analyses on the oil markets and freight rates, respectively.We'll kick things off with a review of key economic indicators, including the European Central Bank's recent interest rate cut and the US employment data for May. Then, Hao Pei will discuss rumours of China's potential refinancing project for affordable housing and its implications for iron ore. Archie will shed light on fuel oil trends post-OPEC meeting and the surprising rally in high-sulphur fuel oil. Finally, Ben will give an overview of FFA rates and the physical market developments, including iron ore and coal demand fluctuations.Listen in for an information-packed episode that promises to keep you informed on all things freight and commodities.Useful links:FIS LiveTimestamped summary00:00 US economy added 272,000 jobs in May.04:11 Iron ore market fluctuations, China housing support.07:31 August Brent future benchmark fluctuated, up with demand.12:11 Baltic Exchange rates rose with demand support.14:01 Pacific shipping market fluctuates amidst demand changes.This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

Welcome to another episode of Freight Up, your go-to source for the latest news and insights in the freight and bulk commodity markets. I'm Jess, and today, along with Davide, we'll bring you up to date on recent market movements. Our expert line-up this week includes Hao Pei, who'll shed light on the reasons behind the sharp drop in iron ore prices, Archie Smith with his analysis on the oil market post-OPEC meeting, and our old friend Rob Belcher, who'll provide insights into the steel and scrap market. Additionally, we'll cover the latest acquisition news with FIS acquiring GR8 Chartering in Athens, and update you on global inflation figures and broad market movements. Listen in for an episode packed with essential updates and expert opinions to keep you informed and ahead in the freight and commodity landscape!Useful links:FIS LiveTimestamped summary00:00 UK inflation down, Japan down, Euro up.03:46 Silver and iron ore markets see drops.09:08 Narrowing spread between high and low sulphur.12:12 German construction slows, prices remain subdued.14:37 Turkish scrap and rebar market trends summarised.16:18 Subscribe for the latest freight and commodity analysis.This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS. We're your hosts, Jess, and Davide, and in this episode of Freight Up, we’re joined by Ben Klang, who breaks down the latest trends in the dry freight market, Hao Pei provides an insightful analysis of the new Chinese stimulus package's impact on the iron ore market, Archie Smith gives us a comprehensive overview of the current state of the oil market.Whether you're a current client or someone who's thinking of working with us, this episode's packed with essential information to keep you informed on the critical movements within the trading sphere. Listen in as we explore these topics and more on Freight Up!Remember, follow "Freight Up" in your favourite podcast app, and find us on LinkedIn! And check out our app FIS Live for the latest insights. Thanks in advance for listening to this Freight and Commodity podcast by FIS!Useful links:FIS LiveTimestamps00:00 Freight rates declined while fuel prices dropped.04:43 Panamaxis and supermax index rates fluctuate downward.07:45 Short-run metals trade crowded, impacting gold, silver, copper, zinc.10:02 Crude oil price remained range-bound, supported.14:08 Subscribe and follow for future podcast updates.This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy