A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
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Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services
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Slumps, bumps and oil pumps
Manage episode 403620013 series 3327776
内容由Freight Investor Services提供。所有播客内容（包括剧集、图形和播客描述）均由 Freight Investor Services 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Cape Size Index Surge: Iron Ore Concerns and Beijing's Impact Explored on "Freight Up"
Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
I'm your host, Fernanda and in this episode of Freight Up, I'm joined again by Davide, the newest member of the "Freight Up" team.
We're once again bringing out our big gun 'freight-uppers' to unravel the recent fluctuations in the freight and commodities market.
We'll be exploring the reasons behind the substantial increase in the Cape size index, analysing the concerns surrounding the iron ore market, and discussing the impact of macroeconomic news and geopolitical tensions on market dynamics.
Together with Davide, we'll be talking to Ben Klang, Archie Smith, and Hao Pei, and we'll provide you with comprehensive insights into various market movements and offer projections for the future.
This episode is a must-listen for anyone seeking a deeper understanding of the complexities and trends within the freight and commodities industry.
Useful links:
Timestamps
00:00 US sanctions Sovcomflot; Vale expects iron ore growth.
Market movements: Cape +33.8%, Panamax -7.3%, Supermax +8%, Hennessy +11.8%.
05:26 Oil price range-bound due to conflicting factors.
09:04 OPEC cuts didn't work, US production rampant.
10:44 Latest article on LinkedIn discusses global spare capacity.
13:59 Cape size market rallied amid significant activities.
19:48 Slow recovery on construction sites after Chinese New Year.
22:43 Market participants desensitized to macro stimulus, news.
24:12 China's iron ore recovery is uncertain.
This podcast uses the following third-party services for analysis:
Podder - https://www.podderapp.com/privacy-policy
182集单集
Slumps, bumps and oil pumps
Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services
分享
Manage episode 403620013 series 3327776
内容由Freight Investor Services提供。所有播客内容（包括剧集、图形和播客描述）均由 Freight Investor Services 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Cape Size Index Surge: Iron Ore Concerns and Beijing's Impact Explored on "Freight Up"
Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
I'm your host, Fernanda and in this episode of Freight Up, I'm joined again by Davide, the newest member of the "Freight Up" team.
We're once again bringing out our big gun 'freight-uppers' to unravel the recent fluctuations in the freight and commodities market.
We'll be exploring the reasons behind the substantial increase in the Cape size index, analysing the concerns surrounding the iron ore market, and discussing the impact of macroeconomic news and geopolitical tensions on market dynamics.
Together with Davide, we'll be talking to Ben Klang, Archie Smith, and Hao Pei, and we'll provide you with comprehensive insights into various market movements and offer projections for the future.
This episode is a must-listen for anyone seeking a deeper understanding of the complexities and trends within the freight and commodities industry.
Useful links:
Timestamps
00:00 US sanctions Sovcomflot; Vale expects iron ore growth.
Market movements: Cape +33.8%, Panamax -7.3%, Supermax +8%, Hennessy +11.8%.
05:26 Oil price range-bound due to conflicting factors.
09:04 OPEC cuts didn't work, US production rampant.
10:44 Latest article on LinkedIn discusses global spare capacity.
13:59 Cape size market rallied amid significant activities.
19:48 Slow recovery on construction sites after Chinese New Year.
22:43 Market participants desensitized to macro stimulus, news.
24:12 China's iron ore recovery is uncertain.
This podcast uses the following third-party services for analysis:
Podder - https://www.podderapp.com/privacy-policy
182集单集
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A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
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continue reading
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Player FM -播客应用
使用Player FM应用程序离线！
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