Global growth is expected to prove surprisingly resilient through 2027, according to the OECD, but a combination of higher energy costs, shifting tariffs and uncertainty over key trading relationships threatens to put renewed pressure on international …
Trade risks shadowing global recovery Read More »
The weakest June for Chinese crude imports in a decade did not cost a single barrel of throughput. Imports fell 41.3% on the year, runs held above 12.4 mb/d, and product exports went up. The difference came out of the tanks. At the draw rate of the las…
When the Levee Breaks Read More »
Colombia’s position in the global coal market is undergoing a structural shift; robust exports, renewed access to the Israeli market and frequent disruptions to its logistics infrastructure are shaping the outlook for Atlantic coal flows. While Colombi…
Colombia’s coal trade enters a new phase as policy and logistics drive demand Read More »
“Disruptions and strong growth in head-haul trades continue to support the container shipping market in 2026, but accelerating fleet growth could weaken the supply/demand balance in 2027,” says Niels Rasmussen, Chief Shipping Analyst at BIMCO. BI…
BIMCO: Supply Pressure Is Mounting In The Container Shipping Market Read More »
In order to decipher this historic level of freight rates we will focus on the drivers in three different parts: 1 – Cargo supply and demand This is the perspective where record VLCC rates are least justified. Global crude departures have been ar…
Deciphering the dirty tanker record rally Read More »