Global trade today is at the centre of a ‘structural stress’ in which geopolitics, energy dependency and climate constraints are crashing together to reshape flows of goods, capital and policy priorities. That was the central theme of a recent wide-ran…
Choke points, energy shock and policy drift Read More »
Coal gasification is increasingly emerging as an additional driver of coal trade and dry bulk shipping demand. While it is unlikely to fundamentally reverse the long-term transition away from coal, it is gradually creating new industrial demand beyond …
India’s coal gasification drive adds fresh momentum to the coal trade and bulk shipping Read More »
Capesize The market closed the week on a softer footing, with the BCI 182 5TC easing from just under $50,000 at the start of the week to $44,374, reflecting a clear loss of momentum as the week progressed. Trading conditions were characterised by persi…
Dry Bulk Market: Capesize Market Softening Read More »
Ongoing disruption stemming from the conflict in the Middle East is doing more than just driving up operational expenses; it is actively reshaping the relative commercial viability of alternative fuels, according to experts at ING. Historically, fuel s…
Hormuz shock shifts shipping fuel strategy Read More »
Chinese iron ore imports continue to grow even as domestic steel output weakens, driving port inventories toward record highs. Until Simandou’s accelerating ramp-up is offset by cuts elsewhere in the supply chain, the inventory overhang is set to…
Disconnect between Chinese iron ore imports and steel production widens Read More »