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Shipping Decarbonization Weekly Insights
Latest Trends on fuel transition, shipyard actions, government, ports, financing and industry players.
There are growing calls for a carbon tax on shipping emissions.
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Signal Dry Bulk Weekly Report
Snapshot of Spot Freight Rates, Supply-Demand Trends, Port Congestions
Weaker sentiment in freight rates continued in the last week of June, however, iron ore price hit a one-week high on China's demand hopes amid easing Covid-19 curbs and President Xi Jinping’s pledge to take more effective measures to achieve the country’s economic and social development goals.
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China's Coal Output Remains Very Strong
China’s coal production has remained quite strong
As we have discussed in Commodore's recent Weekly Dry Bulk Reports and Weekly China Reports, China's coal production in May totaled 367.8 million tons.
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The Big Picture: The Capesize Market
Looking forward to Q3
Having reached the halfway point of the year, we look at what has been driving the recent drawdown in Capesize rates and what may be in store for the rest of the year.
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Morning Market Comment: Pressure Points
Equities rebounded somewhat at the back end of last week in what was mostly a relief rally
Far from being considered a full recovery, last week illustrates how high market volatility is and how fragile sentiment remains.
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Global Steel Contraction Continues
Global crude steel production has now contracted on a year-on-year basis for nine straight months
Global crude steel production totaled 169.5 million tons in May.
Russian Crude In Transit At Record Highs
Russian oil in-transit is hitting record highs, driven by the need to send barrels to the East, and is inspiring new shipping practices
Russia’s oil exports over Q2 have been pretty stable, a contrast to Russian natural gas flows into Europe.
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Oil Falls As Focus Returns To Economic Slowdown
Further weak economic data saw fears of an economic slowdown weighing on sentiment in commodity markets
A stronger USD also impacted investor appetite.
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