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

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

Latest episodes

undefined
Jun 19, 2024 • 16min

China’s Economic Developments & Fuel Oil Rallies

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
undefined
Jun 5, 2024 • 17min

Iron Ore drop & OPEC Meeting Impact on Oil Prices

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
undefined
May 22, 2024 • 14min

Insights on Freight Rates, Iron Ore, and Oil Market Fluctuations

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
undefined
May 8, 2024 • 21min

What Drove Cape 5TC’s 54% Spike?

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 and in this episode, we’re joined by Ben Klang, who breaks down the latest trends in the dry freight market, Hao Pei discussing the rebound in iron ore prices, and Archie Smith providing an update on the decline in Brent crude futures. Additionally, we have Hugh Taylor from FIS, sharing his expertise on risk management in shipping post a successful seminar in Athens. 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 Market updates: iron ore and dry freight.03:23 May and June market rates fluctuated but closed higher.07:27 Iron ore fell as expected, market analyzes.10:25 Decrease in war premium affects oil prices.13:41 Assist Greek shipping clients with trading derivatives.17:54 Greek generation interested in shipping options, future plans.This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy
undefined
Apr 24, 2024 • 15min

Conflict & Commodities: Impact on Freight Rates, Iron Ore Demand, and Oil Prices

Ben Klang decodes dry freight market's roller coaster, while Hao Pei predicts iron ore resistance to correction. Archie Smith sheds light on rising fuel oil prices. Discussions on Middle East tensions, steel demand, and OPEC cuts impacting crude market.
undefined
Apr 10, 2024 • 17min

Freight Falls, Iron Ore's Rise & Oil Market Heats Up!

Iron Ore's Resurgence and Oil's Rally: Navigating the Current Commodity Climbs!Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS. I'm your host, Fernanda, and in this episode of Freight Up it's a mix of emotions as I'll be saying my final goodbye to you. But before you and I dock for the last time, let's chart the course for today's adventure through the world of Freight and Commodities. We'll welcome aboard Jessica Free, our very own new marketing executive, who'll share some tantalizing tidbits about the much-anticipated overhaul of our FIS Live app.As we navigate through today's choppy waters, we'll examine the downturn in freight indices and investigate the iron ore market's surprising resurgence. Plus, we'll dissect the impact of geopolitical turbulence on soaring oil prices. Our crew of Freight Uppers for this episode includes: Ben Klang, who'll talk us through bulk carrier ratesHao Pei, whose market insights keep us ahead of the curveAnd Archie Smith, the people's broker, who'll unpack the reasons behind crude oil's climb above $90... So, grab your life vest as we set sail one last time together. It's an honor to have been your captain here on Freight Up, and I'm thrilled to have you with me for one final voyage.Useful links:FIS LiveTimestamps00:00 Freight market down, indices show negative trends.04:36 Capes rates decreased, but recovered slightly.09:23 China decreases mortgage rate, boosts housing market.10:58 Iron market indicators improving, sustainable rebound expected.14:33 OPEC continues production cuts, Middle East tensions boost prices.This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy
undefined
Mar 27, 2024 • 17min

Dry Freight Drama, Iron Ore volatility and Crude Oil Cash Rise

The podcast delves into the dramatic movements in dry freight markets, significant rally in crude oil, and iron ore market volatility. They discuss US durable goods orders, Russian oil shipments to North Korea, and the Baltimore bridge collapse implications. Experts share insights on freight market fluctuations, iron ore directionless sentiment, and Brent future hitting recent highs. Analysis on the crude oil surge, OPEC production cuts, and fuel oil softness are also covered.
undefined
Mar 20, 2024 • 21min

US Energy Insights with our American Experts

Exploring US energy sector predictions with American experts, discussing EV cars, oil production, OPEC cuts, monetary policy, and geopolitical tensions. Insights on oil market trends, impacts of Federal Reserve's policies, and resilience of bunker industry. Predictions of rising oil prices and reaching $80-90.
undefined
Mar 13, 2024 • 17min

Fuel oil arbitrage and Capes take a breather

Commodity roundup: iron ore drops, Capes take a breakHello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS. I'm your host, Davide, and in this episode of Freight Up, we're covering the fuel oil arbitrage, and the latest on the Capes.We start with a roundup of the latest macroeconomic news, discussing topics such as China's consumer price rise and US employment rate. We then hear from our team of 'Freight Uppers' on the topics of iron ore, dry freight, and fuel oil. Hao Pei provides insights into the significant drop in the iron ore market and potential signs of reversal. Ben Klang shares the shifts in the dry freight market, including the impact on the FFA market. Archie Smith discusses the impact of data releases, including the OPEC monthly report, on the fuel oil market and explains the volatility in the front month high sulphur fuel oil east-west differential. What are you waiting for?Click play on the episode and listen in as we break down the complex world of freight and commodities.Useful links:FIS LiveTimestamps00:00 US inflation stable, freight market movements summarised.03:51 Iron maintenance stable, but dropped on Friday.08:36 Capes experienced choppy FFA market, with increases.12:56 OPEC lowers production; CPI stays steady. API data shows crude stockpile decrease.15:19 Asian buyers support prices, European prices higher.This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy
undefined
Mar 6, 2024 • 16min

Iron Ore takes a dive – but can it rebound from 118?

Iron Ore Index Dive: Can We Expect a Quick Rebound to $116-$118? Hao Pei Reveals All!Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS. I'm your host, Fernanda and in this episode of Freight Up, I'm joined again by Davide, the newest member of the "Freight Up" team. Cape Size Surge and Iron Ore Market:The episode highlights the significant surge in Cape Size index and its impact on the FFA market. Hao Pei provided valuable insights on the iron ore market, discussing China's recent policy updates and their implications. Dry Freight Market Movements:Ben Klang discussed the movements in the dry freight market, providing detailed insights into the Cape FFA market and its impact on the wider market. He elaborates on the increasing physical activity in the Pacific and steady rates in the Atlantic region, along with the high demand for the c five iron ore route. Ben's analysis highlighted the strong volumes and trading activities in the Cape, Panamax, and Supermax vessels, offering a comprehensive overview of the dry freight market.OPEC's Extended Cuts and Fuel Oil Market:Archie Smith provides a hot take on OPEC's extended cuts and the future of Brent crude prices. He sheds light on the impact of Russia's decision to cut a further almost 500,000 barrels a day in production and exports in Q2, which surprised the market. Archie's analysis suggests that mere cuts might not be sufficient to reach the $100 per barrel mark, emphasising the potential influence of geopolitical tensions. Additionally, he discusses the volatility in low sulphur fuel oil cracks and spreads, offering valuable insights into the fuel oil market.Useful links:FIS LiveTimestamps00:00 Big conference discussing stimulus and government policies.06:25 Cape FFA market sees fluctuating rates.07:52 Week's maritime markets saw mixed performance.13:49 Monday morning saw significant swings in cracks.14:44 Oil prices fall due to lower settlements.This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode