The global copper supply chain has experienced an intense transformation over the last twenty years, marked by a significant geopolitical reshuffling and the dramatic rise of China as the central player across numerous stages of the value chain, accord…
Geopolitical realignment of the world’s copper trade Read More »
Long overlooked as a major contributor to global greenhouse gas emissions, the shipping industry is now at the forefront of a unique display of international cooperation. The shift signals that even the world’s largest transport sector can be steered t…
“Between January and April 2025, dry bulk ship recycling has fallen 24% y/y, reaching a 17-year low despite a 35% y/y drop in the Baltic Dry Index (BDI). While weaker freight rates typically encourage the recycling of older and less profitable ships, h…
Dry bulk ship recycling falls 24% to 17-year low Read More »
Brazil continues to strengthen its position as China’s primary soybean supplier, with this dominance mainly attributed to the country’s record harvests, competitive pricing, and the absence of tariffs that continue to impact U.S. soybeans. …
Dry Weekly Market Monitor: Soybean Dry Bulk Flows (Brazil to China) Read More »
SEA-LNG has completed its initial analysis of the IMO Net-Zero Framework following MEPC 83. The SEA-LNG coalition, which spans the entire LNG value chain, has used the independent Z-Joule cost of compliance calculator to assess the commercial implicati…
LNG pathway offers best returns under MEPC 83 Read More »