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

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

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.

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

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.

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.

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

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

Cape Size Index Surge: Iron Ore Concerns and Beijing's Impact Explored on "Freight Up"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. We're once again bringing out our big gun 'freight-uppers' to unravel the recent fluctuations in the freight and commodities market. We'll be exploring the reasons behind the substantial increase in the Cape size index, analysing the concerns surrounding the iron ore market, and discussing the impact of macroeconomic news and geopolitical tensions on market dynamics. Together with Davide, we'll be talking to Ben Klang, Archie Smith, and Hao Pei, and we'll provide you with comprehensive insights into various market movements and offer projections for the future. This episode is a must-listen for anyone seeking a deeper understanding of the complexities and trends within the freight and commodities industry.Useful links:FIS LiveTimestamps00:00 US sanctions Sovcomflot; Vale expects iron ore growth. Market movements: Cape +33.8%, Panamax -7.3%, Supermax +8%, Hennessy +11.8%.05:26 Oil price range-bound due to conflicting factors.09:04 OPEC cuts didn't work, US production rampant.10:44 Latest article on LinkedIn discusses global spare capacity.13:59 Cape size market rallied amid significant activities.19:48 Slow recovery on construction sites after Chinese New Year.22:43 Market participants desensitized to macro stimulus, news.24:12 China's iron ore recovery is uncertain.This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

Freight Market Analysis: Uranium, Spreads, Dry Freight and Battery MetalsHello 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 by Davide, the newest member of the "Freight Up" team. We're going to explore the intricate world of freight and commodities. From the dry freight market to battery metals, we cover a wide range of topics. We'll discuss China's economy, iron ore demand, mining developments, and uranium, shedding light on the market movements in various freight indexes. Davide offers valuable insights on the battery metals market, including recent price movements, policy impacts, and future growth prospects. We also have our senior technical analyst Ed Hutton on with us sharing his expertise on the dry freight market, delving into market volatility, spreads, and potential bullish signals. It's a content-packed episode that you don't want to miss on "Freight Up".Timestamps00:00 China's economy experiences deflation, PBOC takes action.03:54 Indexes show gains and some decreases.08:36 Physical market importance grows, derivatives on debt launch.09:56 European Commission forecasts significant rise in demand.14:21 Historical spreads and futures indicate bullish outlook.17:59 Shipping market spreads overexposed, potential imbalance.19:43 Market needs rebalance, spreads signal overexposure.This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

OPEC Production Cuts and Iron Ore Market ImpactHello 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, we delve deep into the world of commodities and freight, exploring the latest developments and insights that are shaping the markets. Our guest speakers, Hao and Archie, provide valuable analysis and updates on the iron ore and crude oil markets.Archie shares his expert insights on just what's been going down in the crude oil market throughout Q1 so far, discussing the impacts of geopolitical tensions, production levels, and economic data on oil prices. He also sheds light on the high sulphur East-West contract and its significant movements in the current market.Meanwhile, Hao provides a detailed overview of the iron ore market, highlighting the factors contributing to a bearish sentiment and the potential impact of upcoming events such as the Platts iron ore index and the US Womack conference on market dynamics.Listen to this episode for a comprehensive look at the evolving landscape of commodities and freight, as we 'navigate' through the complexities that are shaping the industry.Timestamps00:00 Crude stockpile slump spurs oil price rise.06:36 High sulphur fuel prices driven by market factors.10:46 Market outlook predicts drop due to oversupply.13:35 Exciting year ahead with currency fluctuations. Potential chaos though!This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy