The awful events in Ukraine has left much of the World stunned. On this week’s podcast we take a look at the immediate impact of the conflict on some of our main commodity markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

EU sanctions on Russia, a G7 meeting, a price cap on Russian oil, an OPEC+ meeting, and rare protests in China against zero-COVID rules included in our conversations on how this impacts the freight & FFA market, crude oil & products market, and the ferrous commodity complex.

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

On this week’s episode of the Castaway Podcast, the FIS team are joined by Sean Dyche, the Manager of English Premier League football club, Burnley FC to hear his valuable insights on management in a crisis and how COVID-19 is impacting professional sports teams and also get your weekly update on our commodity markets.

Disclaimer - https://freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Key Freight Indices and Iron Ore Rebound Explained

The key movements and news of the markets followed by us at Freight Investor Services

Hello, and welcome to this week's Freight Up podcast.

I'm Jess.

Together with Davide, we'll guide you through this episode, packed with insights and analysis.

Today, we're covering a lot of info despite Archie Smith missing our segment on fuel oil.

We'll kick things off with the latest updates in the freight market, diving into index movements over the last two weeks.

From the steady but modest shifts in the Panamax market to the more dramatic fluctuations in Capesize contracts, we'll give you the detailed breakdown you need to understand these currents.

Next up, we're diving into the iron ore sector with insights from Hao Pei in Shanghai.

As Hao discusses, the iron ore index saw a rise and fall this week.

He analyses the geopolitical and economic factors that contributed to these movements.

Hao's analysis will equip you with a nuanced understanding of how global events shape this crucial commodity market.

We also touch upon the coking coal market.

For more detailed analysis and up-to-the-minute insights, make sure you're subscribed to our podcast and following us on LinkedIn.

You can also get the Freight Investor Services app, FIS Live, to never miss a beat.

Remember, staying informed is key to staying ahead. Thanks for tuning in to this episode of Freight Up.

See you in two weeks for our next episode delving into the freight and commodity markets.

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

China's coal imports continue to fall along with Cape freight, while oil and iron ore push, and the Baltic launches a new airfreight index - we discuss it all on Castaway this week along with our award winning app! markets.Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

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Investors who follow fuel oil markets - you need to listen to this episode! We've got some up to the moment news from Archie Smith on the jump in oil markets and year on year overall CPR data leading to new confidence! It's time to separate fact from fiction. Join our contributors Archie Smith, Joshua Stern, and Hao Pei as they share the truth about market movements so that you can get crucial insight and make informed investment decisions.Physical Market Liquidity We also discuss the liquidity in the physical markets with Joshua Stern. When risks in the steel industry increase, physical steel traders tend to look for ways to hedge their risks by utilizing various contracts, including the northwest European contract. In this episode Joshua discusses the importance of keeping an eye on steel market conditions due to the fluctuations in scrap prices and liquidity in the physical markets.For investors, it is crucial to remain informed about these levels of liquidity when making decisions about investments in the steel and freight industries.Neutral Outlook While the fuel oil, steel, and iron ore markets are continuously changing, the current consensus among our podcast guests is a neutral outlook in the short run.Investors are advised to closely monitor market fluctuations, risks, and valuations before making any decisions. The insights from Archie Smith, Joshua Stern, and Hao Pei in this episode underline the necessity of vigilance and adapting to the ever-changing nature of these markets. The importance of staying informed, understanding the complexities of market trends, and being prepared for potential shifts cannot be overstated for investors in the fuel oil, steel, and iron ore industries. Short Run Rebound of Iron Ore The iron ore market has experienced significant price fluctuations, causing iron ore contracts to reach unfavorable costs for many non-major miners.However, predictions indicate a potential short-run rebound in iron ore prices, driven by the current valuations and favorable steel margins. Hao Pei elaborates on this point in the podcast by noting that despite the high cost of iron ore contracts, there is potential for a short-lived rebound as valuations become more favorable in the near future. Investors monitoring the iron ore market should be prepared for these changes, but also mindful that the predicted rebound may not be sustainable in the long run.The key moments in this episode are: 00:00:00 - Fuel Oil Market Update 00:04:59 - Steel Market Update 00:09:32 - Physical Market Liquidity 00:11:06 - Ferrous Complex Update 00:14:56 - Short Run Rebound of Iron Ore 00:16:07 - Valuation and Outlook 00:17:33 - Neutral Outlook

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Whether you’ve been Naughty or Nice, tune in to our special episode ‘The 12 Commodities of Christmas’ to hear the team break down the year’s price action and trends across all our products, along with the usual news and comment. Disclaimer: freightinvestorservices.com/castaway-disclaimer/.

This podcast uses the following third-party services for analysis:

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End-of-year-feeling in your markets? Longing to get away? Join the team as they wing it and discuss the new Baltic Exchange Air Freight Index on this week's Castaway.

Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Markets react to the tragic events

Welcome back to Freight Up! Our weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS is here to bring you another massive update. 

Middle East Unrest

Hey, I'm your host Fernanda! In this week's episode we're discussing the current events unfolding in the Middle East and how they're impacting the commodity markets. 

Join us as our experts provide insights on the reaction of the fuel and crude markets to the geopolitical news.

We will also get an update on iron ore and explore the latest developments in the FIS Carbon market.

Carbon Market

Our head of environmental products brings us the latest developments in the carbon discussion.

While most of the focus has been on the geopolitical events in the Middle East, it's crucial not to overlook the ongoing conversation around carbon emissions and their impact on the freight and commodities industry.

The carbon discussion has been gaining momentum in recent years as the world grapples with the urgent need to address climate change.

Industries across the board, including freight and commodities, are facing increasing pressure to reduce their carbon footprint and adopt more sustainable practices.

Featured guests in this episode are Archie Smith, James Robinson and Theodore Goulios.

 

Here's the link to the FIS live app

 

Timestamped summary of this episode:

00:02:28 Market roller coaster with poor demand outlook.

00:04:41 Market fluctuations not directly tied to Israel-Gaza conflict. Singapore had abundant oil supply from Russia, affecting prices.

00:06:41 Israel-Gaza: Monitor global situation, oil may be impacted.

00:13:08 Seamless participation, marketability, communication across industries.

00:14:39 Proof of green power for green companies. International renewable credits link unexpected countries.

00:17:20 Carbon offsets boost company confidence in legislation.

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

OPEC Production Cuts and Iron Ore Market Impact

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, 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.

Timestamps

00:00 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!

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Podder - https://www.podderapp.com/privacy-policy

The Impact of a Strong Dollar and Reinforced Oil Reserves on the Oil Market

Welcome back to Freight Up!

This episode comes with an accompanying resource - how exciting for you!

Here's where you'll find all the stuff we talk about in the show:

Click for resources

In this episode, we have a lot of interesting topics to cover.

We'll start with the impact of a strong dollar and reinforced oil reserves on the oil market with Archie Smith.

We also have an interview with Andrew Schenkel from Chart IQ, who will share his macroeconomic view for next year and how it will affect market activity.

Luke Hanley from our research team will join us to discuss the cost of fuel oil on freight.

And of course, we'll discuss the latest trends in freight rates and market activity.

So grab a cup of something hot and wet, sit back, relax, and enjoy our analysis of freight commodities on "Freight Up"!

 

Here's the link to the FIS live app

Timestamped summary of this episode:

00:00:19 Freight podcast with graphs, oil, and rates.

00:05:02 Brent cracks up, fuel market stable.

00:06:29 Low sulfur complex sees tight supply, boosted futures. High sulfur east west rallies $18.

00:09:56 Active morning in freight rates; November trading high.

00:15:40 High fuel and freight rates impact earnings.

00:18:50 Ben's analyst for war games, charts, insights on market trends.

00:20:56 Bull run expected, slide shows positive trend.

00:23:25 Yields rising, TBT shows clear reactions.

Please do follow the show and leave us a review, via our website at freightuppodcast.com

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IO and Dry Freight tumble, as European HRC stays strong. Hear analysis from the team across our markets, on this week's Castaway podcast - now on Tuesdays! Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

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Solving Data Discrepancies: The Fix for Improved European Positioning with Joshua Stern!

Welcome to the latest episode of this FIS podcast in which we talk data discrepancies, new algorithms, HRC markets, the Rebar market, China's influence and the economic strategy, Brent's price and much more!

Pssst! Here's the post Josh refers to in the episode!

My special guests this week are Ricky Forman, Joshua Stern, James Robinson!

"Improving transparency in market data is key to making informed trading decisions." - Joshua Stern

Buckle up on this week's Freight Up! This episode is bringing more plot twists than an episode of "Rabbithole"! When Joshua Stern discovered a significant data discrepancy between the US and EU HRC markets, he knew he had to take matters into his own hands. Learn how he used a combination of the existing data, and devised a way to estimate European HRC positions. 

But get this: this new positioning data revealed something unexpected... signs of a shift towards a more bullish sentiment in the market. With this newfound insight, everyone involved in the industry could make better-informed decisions. But what will happen next? Listen to find out!

Improved accuracy in European positioning estimation for better trading decisions

In this episode of the Freight Up podcast, we learn that understanding the positioning dynamics in the commodities market, particularly between the US and EU HRC markets, can have significant implications on trading decisions. And talking of bullishness...

The rebar market has been displaying signs of bullish sentiment recently, which provides a sense of optimism for future pricing in the steel industry. Positive indicators in the market which we reveal in this episode, point to a potential upswing that could open up profitable opportunities for traders. By keeping a close eye on these market trends, industry players can establish a competitive edge and potentially reap the rewards of bullish market conditions.

James Robinson highlights the impressive 20% month-on-month gain he's discovered within the US steel market. 

Iron Ore Update

In the iron ore market, China's slow rate of stimulus announcements has caused some frustration. While there have been numerous meetings between government officials and industry leaders, the outcomes have been limited and slow in coming. Listen to learn more!

 The key moments in this episode are:

00:00:00 - Economic Unease Rocks Commodity Desks 00:01:25 - Fuel Oil Market Update 00:07:17 - Steel Market News 00:10:53 - Contango Curve 00:13:40 - Importance of Fed Funds Release 00:14:11 - Bullishness in the Rebar Market 00:15:21 - Focusing on Derivative Markets 00:16:54 - Iron Ore Update 00:21:50 - Shift in Economic Strategy for China

 

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Don't panic! Capesize prices may be sliding, but our podcast is here to highlight what's going on in the freight, oil and ferrous markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

If you’re looking to gain an understanding of how the steel industry is transforming, then this episode of "Freight Up" is for you.

Hello, we're Jess and Davide, and we welcome you back to another insightful episode of Freight Up – your go-to podcast for the latest in freight and commodity markets from Freight Investor Services or as some of us know us, FIS.

In our latest episode, we're diving into the dynamic world of electric arc furnaces (EAFs) and their impact on the US steel market.

As we're joined by Ali Oktay, a Senior Analyst at S&P Global Commodity Insights, alongside our other expert guests, we'll be dissecting how the shift to EAFs is adding new steel capacity in the US and reshaping the market landscape.

EAFs have been pivotal in transitioning the US steel market, adding about 20 million tons of EAF sheet melting capacity since 2017, and they offer several economic and operational benefits, including quicker production adjustments and potential lower production costs.

This episode is set to provide you with deep insights into how these developments are pushing pricing ceilings and influencing future trends across global markets.

One key takeaway beyond the innovation of EAFs is how global market trends and trade policies are influencing demand and supply within the US steel market.

Ali discusses how recurring themes, such as trade policy, play fundamental roles in reshaping competitive contexts for US steel.

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

This week is our Brazil special. Tom, Alex, Chris, and Kerry are joined by Roberto Doring, Deputy Head of Mission to the UK, to discuss the past, present and future of Brazil’s presence in the commodity complex.

Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

As Capes jump over 50% week on week, we discuss the 'extra-terrestrial' trajectory and where it could go, as well as the oil and iron ore markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

We talk carbon revolutions, Chinese lockdowns, elections, and analysis of the freight, iron ore, emissions, and cobalt markets on this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

The earthquake in Turkey and Syria caused significant damage to logistics, infrastructure, and loss of life. Questions were also raised about its impact on commodities. We look at freight, FFAs, ferrous complex, and oil and products.

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Are you wondering about the impact of the G7 price cap on Russian crude oil, or the relationship between the cyclone in Western Australia and freight rates? Ignore all the noise around the complex web of speculation and misinformation. Get the latest insights directly from the experts. G7 Price Cap on Russian OilIn the world of the fuel oil market, there have been discussions around the current $60 per barrel price cap set by G7 nations on Russian Euros crude. This cap has stood untested for quite some time, but recent developments in the market have raised questions surrounding its effectiveness. With Russia experiencing a surge in export revenues, our industry expert Archie Smith ponders whether it may be time for a re-evaluation of the cap and its impact on the market as a whole. This topic deserves attention as it could lead to potential shifts in the global oil market and future trade strategies. Impact of Cyclone in Western AustraliaThe recent cyclone that struck Western Australia has had significant consequences for commodity markets, particularly due to its effect on cargo movement in and out of Brazil. These disruptions can lead to further shifts in the industry, as supply chains are affected and businesses must adjust their operations to minimize any losses. Understanding the aftermath of this cyclone and how it may continue to influence these markets can be useful data. In this episode, you will be able to:

• Uncover the implications of the G7 price cap on the Russian crude oil market.
• Delve into how the recent cyclone in Western Australia influenced freight rates.
• Assess the effect of Brazil's cargo slowdown on C3 freight rates.
• Discover the prowess of China's blast furnace utilization at maximum capacity.
• Explore the potential gains of steel production using scrap metal.
• Follow Freight Up on Apple Podcasts, Spotify, or wherever you get your podcast.
• Email questions, comments, or chat with experts at freightup@freightinvestor.com.
• Attend the Freight Investor Services Cobalt Congress in Istanbul from May 8th to 11th to discuss battery metals with Kerry Deal and Jack Nathan.
• Connect with our Freight Up guys! Here are the links to Archie Smith, Kerry Deal and Hao Pei

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Iron ore is at record highs, driven by insatiable domestic Chinese demand. So, we have renamed it IronCoin in honour of its meteoric rise from last year. Hear all about it and our usual freight and commodity markets on this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

We hop into the world of Ferts with our Aussie broker Andrew Manna walking us through this growing market, alongside our usual discussion on Freight, Iron ore and Oil. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

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All things oil this week on the podcast as we look at the flows of the world oil market, as well as updates on the dry freight, bunker and ferrous markets.

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Join this week's Election Special on Castaway as the team discuss the implications of a Biden Presidency, a Vaccine, and more on our commodity markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

With ESG concerns at the forefront, and debate on the future of bunker fuels, we ask our 'oracle' at Integr8 fuels, Anton Shamray, for his thoughts on the future direction of this vital market. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Serious volatility in air passenger travel has us asking CEO Mark Howarth of Skytra about their index for air passenger travel pricing. Learn about incredible new tools for hedging and trading this vital sector, along with our usual news and updates, on this week's Castaway. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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

Don't be a Turkey, get up to speed on what's been happening in the freight, iron ore and oil markets this week on our podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

In this episode of "Freight Up", we're discussing the impact of Russian sanctions on HSFO and Tarrifs on ferrous.

We also look at the wider shifts in the freight and bulk commodity markets.

Hi, I'm Jess from the Freight Investor Services podcast team and I’m here to guide you through a packed agenda featuring expert insights that promise to arm you with the knowledge you need to navigate these turbulent times.

We're kicking things off with updates from Ben Klang as he breaks down market responses to new international tariffs and their implications for dry freight.

Then, we'll turn to Hao Pei for a detailed look at the impact of recent cyclones on iron ore supply and the subtle tug-of-war playing out between US and Australia over coking coal markets.

And then Archie Smith and Lewis Johns bring significant updates on how Russian sanctions are rippling through the high-sulphur fuel oil sector.

Timestamped summary

00:00 Freight Markets & Economic Updates

03:52 Hurricanes Impact Australia's Iron Ore Supply

09:49 China's Manufacturing Slowdown Signals Concerns

12:31 Crude Futures Under Pressure

15:18 U.S. Crude Fills Europe's Supply Gap

18:39 Shipping Market Optimism Amid Risks

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

The podcast is back, this week steely eyed we delve down to mine out details across the ferrous commodity complex, alongside oil, freight, carbon and fertilisers market updates. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Crude crash and FIS Fertilizer team's risk management tools to bring stability to the market?

Welcome back to Freight Up! Our weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS is here to bring you another massive update. 

I'm your host, Fernanda, and today we're talking Crude Oil and the KRG pipeline.

In this episode, we also have a special treat for you as Barney Talbot-Ponsonby makes his debut and gives us an update on the fertilizer market.

Crude crash

Archie discusses the recent crash in the crude oil market and its potential impact on supply and demand.

He also delves into the factors influencing oil prices, including sentiment and the strength of the US dollar.

Additionally, Archie sheds light on the high sulphur market and the recent changes in the crack spread.

 

Risk management tools

We're also joined by Barney Talbot-Ponsonby who talks us through developments in the fertilizer market and shares some sneak preview news around risk management tools!

 

Here's the link to the FIS live app

Timestamped summary of this episode:

[00:02:34] Crude oil rally crashes, hitting new lows.

[00:03:18] High interest rates fuel global fuel demand.

[00:07:23] High sulfur content is good for refining. European market short on high sulfur supply.

[00:12:07] Indian tender expected; big moves in market.

[00:13:34] Brazil physical offers up, China news slow.

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

All the interest is in the Steel and Iron Ore markets this week, as Tom gives us insight into what is happening, as margin rates for mills turn negative. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Japanese power, a red-hot Cape market, rising oil, and iron ore around record levels. Get updated on our main markets as well as battery metals and lumber on this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Shipping emissions, volatile oil, resurgent Tanker FFAs, and a quieter Dry FFA market all feature in this week’s podcast episode. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

This week is all about that base. Nick McClements talks about the base metal market after we explore the freight, iron ore and oil markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

In this episode, we explore significant price fluctuations in the iron ore market with Hao Pei decoding the impacts of China's crude steel restrictions and market rumours on iron ore prices.

Hello, we're Jess and Davide, and we welcome you back to another insightful episode of Freight Up – your go-to podcast for the latest in freight and commodity markets from Freight Investor Services or as some of us know us, FIS.

This episode we ask why coking coal prices are being corralled or which forces in the Middle East might unsettle the stabilizing oil market?

Hao unravels these subjects and offers insights into potential market trends.

Meanwhile, Archie Smith tackles fuel oil market intricacies, detailing price behaviours and geopolitical factors that traders must watch.

As the world shifts closer to sustainable energy solutions, our captivating battery metals segment features Abex Commodity Futures Exchange’s Joe Raja and Sascha Lefschitz.

They share with us the course of innovative futures contracts and how they're reshaping risk management, offering traders more robust tools for the evolving battery landscape.

Timestamped summary

00:00 China: Deflation, Growth, and Shipping Trends

03:30 Iron Ore Market Volatility

08:36 Ukraine War Truce and Oil Impact

13:33 Rare New Futures Exchange Launch

17:02 Launching Nickel and Lithium Contracts

20:25 Comprehensive Risk Management Tool

21:51 Subscribe for Biweekly Freight Podcast

Links referenced in this episode:

• abex.com
• fislive.com
• freightinvestorservices.com
• linkedin.com

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Market Volatility and Season's Greetings!

Hello and welcome to a special edition of Freight Up, the go-to podcast for the latest buzz in the commodities and freight markets from FIS.

I'm your host, Fernanda, and boy, do we have a jam-packed episode lined up for you this week. And it's just as well because this is our last episode of 2023!

We've got Joshua Stern, Archie Smith, Hao Pei, George Huston, and of course, John Banaszkiewicz, centre stage to dissect the fluctuations that are setting the tone for both 2023 and the predictions that 2024 holds.

We're also linking here to the website John B mentions in his conversation with us, in case you're feeling festively charitable and want to help us to help Ukraine!

We'll explore the ripples of the nickel price surge on battery costs and the consequent allure for financial players in the green battery production space.

Josh will take us through the steel markets, from USHRC to scrap, and we'll delve into the ever-fluctuating landscape of oil with Archie's expert insights on those OPEC decisions and their far-reaching impacts. Oh and an update on Al Zour!

But it's not all charts and numbers; we'll touch upon the more personal side of our guests as they share their humanitarian efforts, their holiday cheer, and, yes, their plans for their four-legged friends during the festive season. Love going straight out to the Smith family doggos!

With the masterful breakdowns from our commodity connoisseurs, we're looking at market drivers like freight, iron ore, and the growth of the battery metals market with us lot at FIS setting the pace.

We're also zooming into the futures of Supermax, Cape, and more with eye-opening contract period interests that have surged before we all turn our calendars.

George Houston's ground-breaking venture into the fertiliser options market and Hao Pei's prediction on iron ore prices serve as testaments to the innovation and foresight pulsing through the veins of this industry.

Timestamps

05:05 Poor demand outlook, shipping route concerns impact prices.

09:32 Volatility in markets, challenging year for traders.

11:00 Market sentiment leans positive, despite volatility.

16:32 Complexity and volatility in the environmental market.

20:01 Steel market experiencing volatility, momentum slowing down.

23:39 Curve flattens, backwardation returns, interest in 2024.

27:42 North China weather disrupts port, Pacific rates rise.

29:02 Highly volatile week in shipping and trading.

32:12 Panamax, Cape, Supermax saw high trading volumes.

36:28 Specialised in grain risk management; advocating accessibility.

40:32 Iron ore demand and supply dynamics suggest bearish outlook.

42:37 Iron ore prediction for 2024: higher average.

Remember to review and follow us on whichever app you enjoy listening to us in!

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

'No Smoking here - It's the Castaway Emissions Special! Join us with our special guest Andrew Glass of Viridios Capital and Avatar Commodities to discuss Emissions Offsets and their effect on the world of shipping and commodities. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

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 rates

Hao Pei, whose market insights keep us ahead of the curve

And 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 Live

Timestamps

00:00 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

How the US Election Impacts Freight and Commodity Markets

Welcome 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.com
• FIS Live

Companies 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

A run through of the commodity action from this week with Chris, Alex, Kerry and Tom. We are looking at what is going on with the Oil market, why the Iron Ore price is holding up and what is driving Freight prices lower, plus an exciting development from the FIS technology team.

Disclaimer - https://freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Cape Market's Christmas Present

Welcome back to another episode of Freight Up, the podcast where we deep-dive into the latest trends in the shipping and commodities markets.

The episode kicks off with an exciting revelation of record cleared volumes in the Cape size contracts on the 29th of November.

The substantial jump in spot rates and the notional value of trades underscored the fervent activity in the market, prompting eager anticipation for what might unfold in 2024.

We'll give you a detailed breakdown of the driving forces behind this market frenzy, including factors such as the influx of financial players, post-rainy season uptick, higher-than-expected volumes from our major players.

Comparative Analysis: 2024 vs. 2008

Drawing from historical data, the episode delves into a comparison between the current market state and the monumental events of 2008.

Spot rates, year-to-date figures, and notable trades were dissected to provide an insightful juxtaposition of the past and present, offering a nuanced perspective on the market's evolution over time.

Hao Pei's Insights on Iron Ore and 2024 Market Forecast

The episode features a thought-provoking discussion with Hao Pei, who shared his assessment of the iron ore market's recent trends and his outlook for 2024.

An analysis of the iron ore index's fluctuations, combined with a projection of future volatility, paint a comprehensive picture of what lies ahead.

Hao Pei's insights into the challenges and opportunities that the market may encounter in 2024 shed light on the potential scenarios that could unfold, providing listeners with valuable foresight into this crucial commodity's trajectory.

Timestamps

00:00 Financial players bring liquidity, boost volumes. Iron ore rises, concerns over Chinese property.

05:36 Iron ore market shows volatility and weakness.

07:52 Iron ore index forecast: 2024 prices and challenges

10:22 Close-up view of freight operations.

Remember to review and follow us on whichever app you enjoy listening to us in!

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Don’t get caught napping on China’s 5 year plans, OPEC meeting and commodity market movements. Listen to this week’s podcast where we update you on iron ore, steel, freight and oil markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

All aboard the Commodity Express as we talk about the movers and shakers from the rollercoaster of freight and commodity markets this week. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

John Banaszkiewicz recalls the highlights from the history of the freight and commodity derivatives markets and we talk about the future in our 100th podcast episode special.

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

The FIS Freight and Commodity podcast is back with us tackling what 2022 could have in store for us, as well as a weekly roundup of some of our main markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Freight and Iron Ore markets have found a floor, for the time being at least, hear about that and our other commodity markets on this week's podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

On this week’s podcast we take a deep dive into the current scenario in freight and commodity markets as the war in Ukraine rages on, and we are joined by special guests from Lloyds List’s Bridget Diakun and Dave Osler.

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Time to go green? Voluntary carbon contracts are here to help. Hear about those and what's happening in the oil, freight and ferrous markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Dry freight, Steel, Carbon Emissions and Iron Ore are on the menu this week for the podcast, so tune in and get up to speed before the Easter holidays. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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 summary

00:00 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

And how the US strategic petroleum reserve affects fuel oil market

Welcome to the latest episode of this FIS podcast which this week is delving more deeply into the carbon market!

"We've created a solution to the whole problem and we've created two transactions, so now the market will know that there's been two transactions, so the market has now got some enthusiasm about that." - Theo Goulios

Do you want to stay ahead of the game in the commodities industry and make informed business decisions? 

Are you looking for ways to boost your understanding of market factors and their potential implications? Look no further.

Our esteemed speakers this week - Theo Goulios, Archie Smith, James Robinson, Kerry Deal, and Joshua Stern - are here to share insights with you.

Silent auctions

In this captivating episode of the Freight Up podcast, our guest, Theo Goulios the Head of Carbon at FIS, introduces a novel approach to market liquidity in the often-stagnant vulture carbon market - silent auctions. He details how this idea, sparked by a problem in the OTC market, has been a game-changer for both buyers and sellers by taking the anxiety-inducing element of price out of the equation.

We delve into how this tactic has fostered the creation of successful transactions and reinvigorated market interest. But don't think silent auctions are a one-size-fits-all solution - our expert highlights why it's specific to the current market conditions.

Short-term Bounce

There is potential for a short-term bounce in EU HRC prices due to available material on a spot basis. Understanding the factors leading to this short-term bounce and closely monitoring the situation can help professionals in the commodities industry make informed business decisions. Learn what might happen if there isn't enough material going into Southeast Asia!

Freight Update

The shipping and freight industry faced challenges due to the global pandemic and various countries' COVID-19 restrictions. Kerry Deal picks us up on the latest regarding the impact of COVID-19 restrictions on container movements and the seafaring industry. He also talks us through the influence of supply chain disruptions and seasonal congestion on shipping as the year progresses.

Iron Ore Update

The 2021 iron ore market has been affected by changes in China's environmental policies, causing the shutdown of inefficient and high-polluting steel mills.

These changes, combined with the possibility of lower iron ore prices due to seasonal production slowdowns, make it essential for professionals in the commodities industry to stay informed on market trends and their potential global impact.

Our own James Robinson discussed the mixed week that the iron ore market experienced due to the concerns surrounding China's property market. 

The key moments in this episode are:

00:00:00 - Introduction 00:00:46 – FI Se Silent Auction 00:08:36 - Carbon Desk Update 00:08:51 - Fuel Oil Market Update 00:16:13 - Sleepy Steel Market 00:13:28 - Impact of Sing 0.5 Crack on High Five Spread 00:14:03 - EIA Stockpile Report and US Fed Meeting 00:14:47 - Iron Ore Update 00:19:35 - Freight Update 00:25:30 - Steel Update 00:27:34 - Little downstream demand 00:28:13 - Interest in EU HRC contract 00:28:56 - Chinese steel and prices 00:29:26 - Short-term bounce

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

In this episode of Freight Up, we tackle the major shifts and trends in the freight and bulk commodity markets that have unfolded over the last two weeks.

I'm Jess, and together with Davide, we'll guide you through the latest developments, featuring insights from our guests, Hao Pei, and Archie Smith.

If you're keen to understand the dynamics currently shaping iron ore, steel, and fuel oil, this episode is essential listening.

We'll kick things off with an update on the economic indicators from major markets like the UK, Japan, and Germany.

You'll learn how inflation trends are diverging in these countries and the implications for global trade.

Moving forward, we delve into manufacturing activities in China and the U.S., examining their impact on the freight indices.

We'll break down the significant downturn in shipping indexes, detailing the struggles faced by the Capesize, Panamax, Supramax, and Handysize segments.

By focusing on these movements, you'll gain a clearer picture of the pressure points in global shipping.

We'll discuss the turmoil in the dry bulk market, especially the surprising drop in freight rates during what is typically a peak period because of China's year-end restocking.

We'll address the role of geopolitical events, such as the typhoon in China, and market holidays like Thanksgiving in the U.S., that have contributed to market sluggishness.

With Hao Pei's expert take on global steel tariffs and China's internal housing market stimuli, and Archie Smith's deep dive into the high sulphur fuel oil market shifts, you'll come away with actionable insights.

By listening to this episode, you'll be equipped to make informed decisions, anticipate market movements, and leverage the latest trends in the freight and commodity markets.

Don't miss out on these critical updates that can shape your strategies in the weeks to come.

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Iron Ore News: Insights on the 24% Rebound since August and Projected Market Outlook

Welcome back to another episode of Freight Up! in which we're this week discussing the rebound of iron ore and what the future holds for this trend.

Plus, we'll take a look at the recent drop in the handy seven TC index and its implications.

Also, Archie Smith will be with us as usual to gives us an update on the current state of the oil market amid the ongoing Gaza strip crisis.

So sit back, relax, and get ready for another jam-packed episode of Freight Up!

Oh, and please don't forget to follow us on Apple Podcasts and Spotify, and leave us a review on your favourite podcast app.

We make this easy for you to do on our website at freightuppodcast.com.

Your feedback makes a difference.

Now, let's get the show on the road!

 

Summary of this episode:

Fuel Market

- Chinese economic data affecting oil market - US government buying back Strategic Petroleum Reserve (SPR) oil - Impact of SPR buying on crude prices - Support for high sulfur fuel oil market - Potential easing of fuel markets due to diesel export ban discussions

Iron Ore Market

- Rebound in iron ore demand since August - Key drivers of iron ore rebound - Uncertain future of iron ore trend for the rest of the year - Factors to watch for in the coming week: treating volume of China domestic steels, maintenance in steel mills

Freight Market

- Positive trend in larger vessel sizes driven by rising iron ore demand and grain shipments - Outlook for Cape size, Panamax, and Supermax segments - FFA market indexes and their growth

 

 Here's the link to the FIS live app

Timestamped summary of this episode:

00:32 Archie Smith begins his fuel oil market update.

03:36 US government plans to buy oil back.

09:02 Positive trends in iron ore demand, grain shipments.

12:35 Negative market index, limited trading activity. 

16:31 Higher iron ore valuation expected, but volatile. 

20:07 Monitor China's steel volume, winter impact.

 

Please, seriously... do follow the show and leave us a review, via our website at freightuppodcast.com

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

An update from steel market expert Joshua Stern rounds up the freight up talk in this week's episode. We also learn how the market's contending with the devastating effects of a natural disaster in Turkey.In this episode, you will learn:

• The Euro scrubber spread's effect on fuel oil market and vessel values.
• Gain insights into the trends and rates of Cape and Panamax shipping markets.
• Recognize the growth of steel market through hot rolled coil as a crucial indicator.
• Acquire knowledge on risk management via derivative contracts for smaller businesses.
• Discover the role of ESG and repercussions of natural disasters on the steel industry.

Steel Market Update The steel market has experienced growth in recent times, particularly concerning hot rolled coil (HRC), which serves as an indicator of the market's health and liquidity. The success seen in the HRC market has created optimism and generated interest among industry professionals in exploring risk management strategies. These positive trends have contributed to an increase in trade volume, particularly in the EU HRC market, setting records during the start of the year. Overall, these developments in the steel market highlight its importance within the global economy, and it continues to be a focal point for businesses and investors. Joshua Stern points out the significant growth in the EU HRC market, with over 180 KT traded in January and February. This heightened level of activity can be credited to market participants' growing interest in the steel industry and in risk management strategies. HRC proves to be a crucial metric for Stern as it allows for several hedging contracts to manage risk and monitor the steel market's liquidity. He emphasizes that the industry's success is, in part, due to these risk management tactics, highlighting their importance in maintaining a thriving steel market.Our special guests this week are Archie Smith, Kerry Deal, Joshua SternLinks:https://uk.linkedin.com/company/freight-investor-serviceshttps://freightinvestorservices.com/fis-live-2/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Commodity roundup: iron ore drops, Capes take a break

Hello 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 Live

Timestamps

00:00 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

This week the team talk about HSBC’s decision to back Hong Kong’s new security law, the peace index, and increasing problems for China’s Belt and road initiative. Then followed by our usual analysis of news and trends for the major markets here at FIS.

Disclaimer - https://freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Wo is mein Handy? Here it is! Special guest Hans-Christian Olesen joins us to discuss the Baltic Exchange’s new Handysize index and the transition from Panamax 4TC to 5TC in our freight market special. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

This week we touch on Job cuts, EU Passports and the biggest debate of the year as well as our normal market summaries and a synopsis about Golden week.

Disclaimer - https://freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

This week Demetris Polemis from the Paralos Fund and the FIS team will discuss the increasing financialization of the dry freight and iron ore markets, followed by our news articles of the week and our main market updates.

Disclaimer - https://freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

This week we have a quick update on our main markets followed by a special focus on the pulp and paper market with Hannu Hara from Norexeco and FIS' Duncan Murray. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

This week’s podcast we are joined by Peter Hannah – Index Manager at Fastmarkets – to talk about the future of Iron Ore and the ferrous complex. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Hi5! It’s rocketing and putting a smile on scrubber owners' faces, hear about this and what is happening in the freight and iron ore markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

This weeks episode is 2 days late and doesn't have Chris in it. #prayforchudders

https://freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Storm clouds are gathering ahead of Q4, but with soaring freight, sliding iron ore, and confident oil, we look at where we might be headed. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

The future’s green and commodity markets are no different, so this week on the podcast we explore the carbon emissions, battery metals, and pulp and paper markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Markets in Motion: Dry Freight Gains, Middle East Tensions, and Iron Ore Updates

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'll dissect the latest geopolitical events impacting our sectors, from the Middle Eastern tensions and their muted effect on crude oil, to the unexpected surge in cocoa prices due to West African crop shortfalls.

In this episode, Ben Klang decodes the dry freight market's roller coaster ride, while Hao Pei predicts the iron ore market's resistance to a short-term correction.

Our people's broker and resident fuel oil expert Archie Smith reports to us remotely from Dubai, shining a light on the rising cracks in fuel oil prices this month.

Brace yourselves for another 'deep dive' into the seas of freight and commodities.

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 Live

Timestamps

00:00 Middle East tensions ease, commodities fluctuate. Fed adjusts.

04:21 TC index down 7% then rebounded. Market sentiment improved.

08:16 High market, steel margin drop, iron ore strategy.

09:36 Steel demand may gradually increase over months.

13:09 OPEC cuts impacting high sulphur crude market.

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

With a new Covid variant oil’s price has sledged down a hill, while Panamaxes have stormed ahead in the dry freight market, all on this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

In this week’s episode, we speak with the Head of the Shipbroking team and Director of Singapore Office Kim Klarmann about his thoughts on the physical freight market. We also spotlight the FFA market, geopolitical events, and market movements of our major freight and commodity markets.

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

As tensions persist in Eastern Europe, in this week’s podcast, we focus on commodities that have experienced some serious volatility of late: oil and products, battery metals, and dry freight. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

In this week’s episode, we speak with the Head of Business Development, our Fuel Oil Broker and our Technical Analyst to look at what’s happening in the world of Freight, Iron Ore, and Oil.

This podcast uses the following third-party services for analysis:

Podder - https://www.podderapp.com/privacy-policy

Decoding carbon offsets and exploring the voluntary carbon market with Viridios Capital

Welcome back to Freight Up! It's the (mostly) weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS. 

In this week's episode, we’re revisiting an older conversation around the world of international shipping and its impact on greenhouse gases and carbon emissions trading.

Producer Neal sits in for Fernanda and the rest of the Freight Up podcast team and recasts a previous episode of the podcast in which Kerry Deal and former host Chris Hudson had an intriguing conversation with Andrew Glass, Head of Sales and Partnerships for Viridios Capital.

They discuss carbon offsets and emissions offset markets and the significance of addressing carbon footprints, the role of voluntary carbon markets, and the importance of transparency in pricing.

Discover how technology and AI are revolutionising the market and paving the way for a more standardised and globally adopted approach.

Listen in to gain insights into nature-based solutions and their impact on not only carbon sequestration but also on sustainable development goals.

Whether you're new to Freight Up or have been with us from the start, this episode is sure to offer valuable knowledge and a fresh perspective on the industry.

So hit play and let’s get into this captivating conversation on Freight Up!

 

Here's the link to the FIS live app

Timestamped summary of this episode:

00:00:01 Greenhouse gases, carbon emissions, international shipping, net zero - implications, trading, market, pricing

00:03:37 Voluntary carbon market lacks transparency; one solution

00:06:59 Diverse EUA and voluntary carbon markets. Opportunity in nature-based carbon solutions

00:12:21 Exports come from overseas. Marketplace evolving, exciting challenge. Freight market shouldn't play games

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 summary

00:00 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

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 Live

Timestamps

00:00 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.

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Laudate Nostradamus! With our freight and apocalyptic iron ore calls from last few weeks coming true, we look at what’s been going on in the ferrous, oil and freight markets this week. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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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 Live

Timestamps

00:00 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.

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Freight rates hit a year low, with Cape Index losing 70% value and Panamax 33%. We get an update on the freight and FFA market in the last week and month. We discuss volumes, volatility, prices and contributing factors.

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Crisis in the Suez! We talk to Peter Stallion our Container broker to find out what's been happening, along with our usual freight, ferrous and oil updates. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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Got that end of year feeling? Well the freight, oil and ferrous markets certainly do. Hear about what's been going on in commodities this week on our podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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Garden gnome shortages, green levies and rising commodity prices, find out all about it in this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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A special edition episode as we wish the podcast founder, Chris Hudson a farewell. We interview Chris and his old friends on the world of FFAs, fuel oil, and steel.

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From the rise of iron ore shipments from Australia to booming coal exports from Indonesia, the freight industry can sometimes seem too good to be true. But is danger looming on the horizon? With potential production cuts to Chinese steel, will the market be able to sustain itself? Join 'Freight Up Fernanda' to follow the twists and turns the freight market's throwing up for us this week, and listen to learn whether it can continue to defy the odds!In this episode, you'll learn: 1. Discover tactics to hedge against fuel oil exposure and reduce price fluctuation risks. 2. Understand the influence of Asian holidays on fuel oil market liquidity and the overall outlook. 3. Uncover the consequences of OPEC's production cuts on the recent surge in oil prices. 4. Delve into cape-size market trends, focusing on iron ore and thermal coking coal. 5. Grasp the reasons behind rising Panamax market rates and their impact on coal exports in the Atlantic and Pacific basins.Guests this week Archie Smith, Kerry DealHedging in the Fuel MarketArchie Smith, a highly skilled fuel oil broker, joins Fernanda to share his in-depth knowledge of the oil market and the impact of OPEC's surprise production cuts on the recent oil price surge. With years of experience in the industry, Archie has honed his ability to help clients mitigate risk related to fluctuations in oil prices. His expertise in understanding market trends and predicting future movements makes him an invaluable source of information for oil brokers looking to stay ahead of the curve.Also, understanding the concept of hedging in the fuel market can be an essential factor in managing risks associated with fluctuating oil prices. By utilising futures contracts to lock in a price or purchasing options as a cushion against market volatility, businesses can mitigate the financial impact of unpredictable price swings. Taking a strategic approach to hedging and staying informed about the latest market trends can provide significant benefits in terms of cost management and overall financial stability. Archie Smith shares valuable insights on the role of hedging in managing fuel oil exposure, emphasizing the importance of monitoring market movements and staying informed about developments that may affect prices. Archie recommended using email as the primary means of communication with clients to ensure timely and efficient communication of critical updates and changes in market conditions.Cape Size Market Update The cape size market pertains to larger vessels, typically used for the transportation of iron ore and thermal coking coal. This segment of the shipping industry is heavily influenced by factors such as seasonal fluctuations, supply and demand dynamics, and global economic indicators. Keeping a close eye on these factors enables businesses to make informed decisions on shipping strategies and minimize potential losses due to market volatility. Kerry Deal shared valuable updates on the cape size market during the episode, highlighting factors contributing to its recent growth, including increased shipments of iron ore and thermal coking coal from Australia to China. At the same time, Kerry mentioned potential limitations to the market's expansion, such as seasonal congestion at Chinese ports, concerns over potential steel production cuts in China, and the ongoing reduction in new home construction.Do please feel free to reach out and make suggestions for the podcast to us via our show email

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In our 50th episode, we look at the market movements in the year since we started, as well as updates on dry freight, iron ore, tanker and oil markets, plus info on the transition to Panamax 5TC contracts Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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This week we look at the aftermath of the amazingly volatile week from the last podcast, looking into Freight, Oil, Carbon and Iron Ore markets, with special guest John B. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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Storm clouds are brewing in the US, but for now it's all clear at the FIS offices where the team are joined by Richard Heath, Senior Manager of Group Strategy at EEX, to discuss developments in the dry and container freight futures markets, together with our usual comment and analysis across FIS products Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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Post Easter trading regrets? Don't worry, get an update on what's happening in the Freight, Iron Ore and Oil markets on this week's podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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Emissions contracts, what are they good for? Absolutely everything. Alongside our usual market updates we delve into the world of carbon emissions with Alex Moore. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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It’s all Chinese to us! As most markets take a breather, Chris, Tom and Kerry talk about the future potential of China to sustain markets, as well as an update on our main commodity markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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What is going on with this iron ore market? How come freight is flying again? Why is nothing moving on oil? Memes aside, join the team to discuss the week’s movements and idiosyncrasies.

Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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In Episode 7 of FIS Castaway, the team discuss some unusual trends developing in the values of premiership footballers, alcohol sales, and US oil production, as well as of course analysing the state of the Sea and Air Freight, Iron Ore, and Energy markets.

Disclaimer - https://freightinvestorservices.com/castaway-disclaimer/

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From Cape Sizes to Crude Oil: An In-depth Look at Market Movements and Macroeconomic News

Welcome back to Freight Up! 

We might be a little late with our grim tale this week given the release of this episode, but...

In this week's episode, we're covering quite a lot of ground, starting off with the continuing unrest caused by turmoil in the Middle East.

We're discussing the war premium and how that impacts on the market.

And if you guessed 'pricing' when you read that... you might be on to something.

Oh, and how is China getting all involved with things?

Do listen to learn more from our very own Ricky Forman.

 

The Ferrous complex

This one offers us a contrasting narrative.

Our expert in the field Hao Pei is here to tell us about some unexpected iron ore movements being caused by macroeconomic shifts in China.

Here's the link to the FIS live app

Timestamped summary of this episode:

00:02:14 Topsy turvy markets due to Middle East war concerns 00:04:22 Brent price drops due to war, demand concerns. 00:08:19 Dry freight market drops, vessel supply outweighs demand. 00:10:03 Negative sentiment continues, but some improvement seen. 00:16:30 Iron ore markets trade on expectations. China's government getting involved. 00:20:03 BHP strikes, iron ore demand, pollution concerns.

Please do follow the show and leave us a review, via our website at freightuppodcast.com

 

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The FIS Freight and Commodity podcast this week features our new communications manager, Fernanda. She'll be the new host of this podcast as of the next episode.

In this latest episode, the current host, Mo, introduces Fernanda and plays three important clips from past episodes.

These include Chris Hudson, the previous host who started the podcast. Mo also talks about his feelings during the transition period and how he felt when Chris left the department.

He also shares a clip of the time he chatted with FIS CEO John B.

The pair take a look at the future of the industry and markets.

And they discuss how we can make this podcast more relevant to you, as a listener.

Do please feel free to reach out and make suggestions to us via our social media channels.

Here they are.Twitter: https://twitter.com/freightinvestorLinkedIn: https://www.linkedin.com/company/freight-investor-services/

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John Banaszkiewicz, CEO and founder of Freight Investor Services, has a conversation with us about the FFA market in 2022, FFA in 2023, China opening up and its impact, and what FIS is doing about the war in Ukraine.

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The latest episode of "Freight Up" our freight and commodities market podcast provides more insights into the current state of the market, from our various desks. This week our correspondents offer updates on various commodities, including crude, oil, steel, ferrous and fertilizer. As always, they're offer our listeners analysis and advice to help traders make informed decisions.One key takeaway from the episode is that crude oil prices have dipped below $81 per barrel due to the impact of the First Republic Bank run. However, the API's weekly oil inventory report has provided some support, and traders should keep an eye on the market for any changes.Another important point discussed in the episode is that steel prices have dropped recently, with scrap markets down about 29.5-30 bucks since the start of the month and rebar's down 50. The fertilizer market is tough right now, with mill margin trades not exactly recommended due to market conditions. However, prices have been on the uptrend lately, and volatility is expected to decrease soon. Buyers of fertilizer might want to wait it out a little for better prices.Finally, the high sulphur euro crack is currently under supply tightness due to the lack of Russian high sulpher fuel supply post-sanctions. Traders should keep an eye on this market for any changes.Overall, the episode provides valuable insights into the commodities markets and offers analysis and advice to help traders make informed decisions. Whether you're a seasoned trader or just starting out, this episode is definitely worth a listen.Key points you'll hear covered in this episode:

• Crude prices have dipped below $81 per barrel due to the impact of the First Republic Bank run, but the API's weekly oil inventory report has provided some support. Keep an eye on the market for any changes.
• Steel prices have dropped recently, with scrap markets down about 29.5-30 bucks since the start of the month and rebar down 50.
• The fertilizer market is tough right now, with mill margin trades not recommended due to market conditions. However, prices have been on the uptrend lately, and volatility is expected to decrease soon.
• The high sulphur euro crack is currently under supply tightness due to the lack of Russian high sulphur fuel supply post-sanctions. Keep an eye on this market for any changes.
• Buyers of fertilizer expect better prices if they wait it out.

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Where will these markets go? Freight, iron ore and oil get the technical treatment, with our Senior Technical Analyst Ed Hutton in this week's podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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We cover one of the fastest growing ‘next generation’ fuels with multiple uses, including electricity generation, vessel fuel, and fertilizer: our latest product addition, Ammonia. We also put a little sprinkle of oil as we look at the oil & products market and get a freight market overview.

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Soy Castaway Podcast. Join us for our 20th edition, where we are joined by Chris Pardey our agriculture expert (outstanding in his field) as he joins in our panel discussion about freight and commodity markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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How are the markets pricing the US election? What's in store for capesize freight? And why is iron ore still so high? Answer all these questions and more with a listen of this week's Castaway - now with 50% fewer puns.

Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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This week on FIS Castaway the team are discussing Chinese diplomacy, the effects of the US protests, buoyant commodity and freight markets, and for our Random Market of the Week: Snowfall futures. Disclaimer: https://freightinvestorservices.com/castaway-disclaimer/

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With storm clouds over London this week, we try to clear things up about what's been happening with the dramatic falls on freight, whispers of Iranian oil coming back, and strong steel mill margins in China, on this week's Castaway podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

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