Opinions
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Show Me The Money: MR TCEs may rally amid higher freights due to tightening space18 October 2019Eastport MR TCE index against actual 1Y TC rate The Eastport MR TCE index measures the theoretical profitability of a…
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Bunker busting: Fuel costs for vessels plummets11 October 2019Both crude (in blue, LHS) and Oceanconnect Singapore 380 bunker spot price (in orange, RHS) have fallen High sulphur bunker…
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China’s tariff waivers on US soybeans may weigh on palm oil demand03 October 2019China buying more soybeans from Brazil (in orange) than the US (in blue) China issued waivers in US soybean imports…
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National Day celebrations to weigh on Chinese petrochemical imports27 September 2019Chemical spot prices increased in September amid restocking ahead of National Day China will be celebrating its 70th founding anniversary…
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Show Me The Money: Surging bunker prices may weigh on TCEs20 September 2019Eastport MR TCE index against actual 1Y TC rate The Eastport MR TCE index measures the theoretical profitability of a…
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Giving trade peace a chance12 September 2019Tariff Sheriff: Trump delays hike by two weeks to 15 October Both China and the US are making conciliatory moves…
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Trade war truce? Washington and China to reopen trade talks06 September 2019S&P 500 futures rose after the news Chinese trade officials will meet with their US counterparts in Washington next month…
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Cassandra’s call30 August 2019The yield curve* has inverted before all of the last six recessions *US 10Y generic government yield minus US 2Y…
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Winter is coming: Global slowdown to weigh on chemical cargos23 August 2019
US (dark blue), Germany (orange) and Japan (light blue) manufacturing sectors slowing The global economy appears to be slowing, with…
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