Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services

Markets in Motion: Dry Freight Gains, Middle East Tensions, and Iron Ore Updates Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS. We're your hosts, Jess, and Davide, and in this episode of Freight Up we'll dissect the latest geopolitical events impacting our sectors, from the Middle Eastern tensions and their muted effect on crude oil, to the unexpected surge in cocoa prices due to West African crop shortfalls. In this episode, Ben Klang decodes the dry freight market's roller coaster ride, while Hao Pei predicts the iron ore market's resistance to a short-term correction. Our people's broker and resident fuel oil expert Archie Smith reports to us remotely from Dubai, shining a light on the rising cracks in fuel oil prices this month. Brace yourselves for another 'deep dive' into the seas of freight and commodities. Remember, follow "Freight Up" in your favourite podcast app, and find us on LinkedIn! And check out our app FIS Live for the latest insights. Thanks in advance for listening to this Freight and Commodity podcast by FIS! Useful links: FIS Live Timestamps 00:00 Middle East tensions ease, commodities fluctuate. Fed adjusts. 04:21 TC index down 7% then rebounded. Market sentiment improved. 08:16 High market, steel margin drop, iron ore strategy. 09:36 Steel demand may gradually increase over months. 13:09 OPEC cuts impacting high sulphur crude market.

Iron Ore's Resurgence and Oil's Rally: Navigating the Current Commodity Climbs! 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 it's a mix of emotions as I'll be saying my final goodbye to you. But before you and I dock for the last time, let's chart the course for today's adventure through the world of Freight and Commodities. We'll welcome aboard Jessica Free, our very own new marketing executive, who'll share some tantalizing tidbits about the much-anticipated overhaul of our FIS Live app. As we navigate through today's choppy waters, we'll examine the downturn in freight indices and investigate the iron ore market's surprising resurgence. Plus, we'll dissect the impact of geopolitical turbulence on soaring oil prices. Our crew of Freight Uppers for this episode includes: Ben Klang, who'll talk us through bulk carrier rates Hao Pei, whose market insights keep us ahead of the curve And Archie Smith, the people's broker, who'll unpack the reasons behind crude oil's climb above $90... So, grab your life vest as we set sail one last time together. It's an honor to have been your captain here on Freight Up, and I'm thrilled to have you with me for one final voyage. Useful links: FIS Live Timestamps 00:00 Freight market down, indices show negative trends. 04:36 Capes rates decreased, but recovered slightly. 09:23 China decreases mortgage rate, boosts housing market. 10:58 Iron market indicators improving, sustainable rebound expected. 14:33 OPEC continues production cuts, Middle East tensions boost prices.

Dramatic Movements in Dry Freight Markets and Significant Rally in Crude Oil Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS. I'm your host, Davide, and in this episode of Freight Up, we're back with our usual format after the special episode on US energy last week. If you missed that, you can catch up here. We'll be discussing the latest movements in the dry freight markets, the iron ore market, and fuel oil. I'll start with a roundup of the latest commodity news, including the US durable goods orders, Russian oil shipments to North Korea, and the potential trade implications of the Baltimore bridge collapse. Then, we'll hear from our experts as Ben Klang shares insights on the dry freight market, Hao Pei discusses the iron ore market, and Archie Smith provides analysis on the significant rally in crude oil. Click play and join me for this insightful voyage through the current trends and developments in the freight and commodities industry. Useful links: FIS Live Timestamps 00:00 Freight up with Davide: Latest commodity news. 04:45 Shipping rates fluctuated, ending the week lower. 08:36 Iron ore market volatility rises, directionless sentiment. 12:21 Brent future hits recent highs, supply tightness. 14:49 Front cracks softened and April May spread narrowed.

Oil, oil, Everywhere! US energy predictions and trends Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS. I'm your host, Davide, and in this episode of Freight Up, I'm thrilled to bring you a special episode delving into the energy market with my US colleagues. Joining me today are Daniel and Miguel, as we explore the US energy sector. Together, we'll be discussing the impact of various factors such as EV cars, oil production, OPEC cuts, monetary policy, and geopolitical tensions on the energy market. We'll also talk about the nuances of these elements and their implications for the future of the oil market in the year ahead. Useful links: FIS Live Timestamps 01:00 China's industrial production rises, Bank of Japan raises interest rates, Brent crude prices surge, EU tariffs on grain imports, volatile FFA market movements. 02:00 The Dry Freight FFA market update, Panamaxes and iron ore. 03:54 US market experts Daniel and Miguel on OPEC and inflation. 12:32 Federal Reserve's tightening policy impacts global economy. 16:26 Bunker industry resilient, adapting to new routes. 17:42 Oil prices likely to rise, reaching $80-90.

Commodity roundup: iron ore drops, Capes take a break Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS. I'm your host, Davide, and in this episode of Freight Up, we're covering the fuel oil arbitrage, and the latest on the Capes. We start with a roundup of the latest macroeconomic news, discussing topics such as China's consumer price rise and US employment rate. We then hear from our team of 'Freight Uppers' on the topics of iron ore, dry freight, and fuel oil. Hao Pei provides insights into the significant drop in the iron ore market and potential signs of reversal. Ben Klang shares the shifts in the dry freight market, including the impact on the FFA market. Archie Smith discusses the impact of data releases, including the OPEC monthly report, on the fuel oil market and explains the volatility in the front month high sulphur fuel oil east-west differential. What are you waiting for? Click play on the episode and listen in as we break down the complex world of freight and commodities. Useful links: FIS Live Timestamps 00:00 US inflation stable, freight market movements summarised. 03:51 Iron maintenance stable, but dropped on Friday. 08:36 Capes experienced choppy FFA market, with increases. 12:56 OPEC lowers production; CPI stays steady. API data shows crude stockpile decrease. 15:19 Asian buyers support prices, European prices higher.

Iron Ore Index Dive: Can We Expect a Quick Rebound to $116-$118? Hao Pei Reveals All! 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. Cape Size Surge and Iron Ore Market: The episode highlights the significant surge in Cape Size index and its impact on the FFA market. Hao Pei provided valuable insights on the iron ore market, discussing China's recent policy updates and their implications. Dry Freight Market Movements: Ben Klang discussed the movements in the dry freight market, providing detailed insights into the Cape FFA market and its impact on the wider market. He elaborates on the increasing physical activity in the Pacific and steady rates in the Atlantic region, along with the high demand for the c five iron ore route. Ben's analysis highlighted the strong volumes and trading activities in the Cape, Panamax, and Supermax vessels, offering a comprehensive overview of the dry freight market. OPEC's Extended Cuts and Fuel Oil Market: Archie Smith provides a hot take on OPEC's extended cuts and the future of Brent crude prices. He sheds light on the impact of Russia's decision to cut a further almost 500,000 barrels a day in production and exports in Q2, which surprised the market. Archie's analysis suggests that mere cuts might not be sufficient to reach the $100 per barrel mark, emphasising the potential influence of geopolitical tensions. Additionally, he discusses the volatility in low sulphur fuel oil cracks and spreads, offering valuable insights into the fuel oil market. Useful links: FIS Live Timestamps 00:00 Big conference discussing stimulus and government policies. 06:25 Cape FFA market sees fluctuating rates. 07:52 Week's maritime markets saw mixed performance. 13:49 Monday morning saw significant swings in cracks. 14:44 Oil prices fall due to lower settlements.

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: FIS Live 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.

Freight Market Analysis: Uranium, Spreads, Dry Freight and Battery Metals 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 by Davide, the newest member of the "Freight Up" team. We're going to explore the intricate world of freight and commodities. From the dry freight market to battery metals, we cover a wide range of topics. We'll discuss China's economy, iron ore demand, mining developments, and uranium, shedding light on the market movements in various freight indexes. Davide offers valuable insights on the battery metals market, including recent price movements, policy impacts, and future growth prospects. We also have our senior technical analyst Ed Hutton on with us sharing his expertise on the dry freight market, delving into market volatility, spreads, and potential bullish signals. It's a content-packed episode that you don't want to miss on "Freight Up". Timestamps 00:00 China's economy experiences deflation, PBOC takes action. 03:54 Indexes show gains and some decreases. 08:36 Physical market importance grows, derivatives on debt launch. 09:56 European Commission forecasts significant rise in demand. 14:21 Historical spreads and futures indicate bullish outlook. 17:59 Shipping market spreads overexposed, potential imbalance. 19:43 Market needs rebalance, spreads signal overexposure.

OPEC Production Cuts and Iron Ore Market Impact 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, we delve deep into the world of commodities and freight, exploring the latest developments and insights that are shaping the markets. Our guest speakers, Hao and Archie, provide valuable analysis and updates on the iron ore and crude oil markets. Archie shares his expert insights on just what's been going down in the crude oil market throughout Q1 so far, discussing the impacts of geopolitical tensions, production levels, and economic data on oil prices. He also sheds light on the high sulphur East-West contract and its significant movements in the current market. Meanwhile, Hao provides a detailed overview of the iron ore market, highlighting the factors contributing to a bearish sentiment and the potential impact of upcoming events such as the Platts iron ore index and the US Womack conference on market dynamics. Listen to this episode for a comprehensive look at the evolving landscape of commodities and freight, as we 'navigate' through the complexities that are shaping the industry. Timestamps 00:00 Crude stockpile slump spurs oil price rise. 06:36 High sulphur fuel prices driven by market factors. 10:46 Market outlook predicts drop due to oversupply. 13:35 Exciting year ahead with currency fluctuations. Potential chaos though!

Market Volatility and Season's Greetings! Hello and welcome to a special edition of Freight Up, the go-to podcast for the latest buzz in the commodities and freight markets from FIS. I'm your host, Fernanda, and boy, do we have a jam-packed episode lined up for you this week. And it's just as well because this is our last episode of 2023! We've got Joshua Stern, Archie Smith, Hao Pei, George Huston, and of course, John Banaszkiewicz, centre stage to dissect the fluctuations that are setting the tone for both 2023 and the predictions that 2024 holds. We're also linking here to the website John B mentions in his conversation with us, in case you're feeling festively charitable and want to help us to help Ukraine! We'll explore the ripples of the nickel price surge on battery costs and the consequent allure for financial players in the green battery production space. Josh will take us through the steel markets, from USHRC to scrap, and we'll delve into the ever-fluctuating landscape of oil with Archie's expert insights on those OPEC decisions and their far-reaching impacts. Oh and an update on Al Zour! But it's not all charts and numbers; we'll touch upon the more personal side of our guests as they share their humanitarian efforts, their holiday cheer, and, yes, their plans for their four-legged friends during the festive season. Love going straight out to the Smith family doggos! With the masterful breakdowns from our commodity connoisseurs, we're looking at market drivers like freight, iron ore, and the growth of the battery metals market with us lot at FIS setting the pace. We're also zooming into the futures of Supermax, Cape, and more with eye-opening contract period interests that have surged before we all turn our calendars. George Houston's ground-breaking venture into the fertiliser options market and Hao Pei's prediction on iron ore prices serve as testaments to the innovation and foresight pulsing through the veins of this industry. Timestamps 05:05 Poor demand outlook, shipping route concerns impact prices. 09:32 Volatility in markets, challenging year for traders. 11:00 Market sentiment leans positive, despite volatility. 16:32 Complexity and volatility in the environmental market. 20:01 Steel market experiencing volatility, momentum slowing down. 23:39 Curve flattens, backwardation returns, interest in 2024. 27:42 North China weather disrupts port, Pacific rates rise. 29:02 Highly volatile week in shipping and trading. 32:12 Panamax, Cape, Supermax saw high trading volumes. 36:28 Specialised in grain risk management; advocating accessibility. 40:32 Iron ore demand and supply dynamics suggest bearish outlook. 42:37 Iron ore prediction for 2024: higher average. Remember to review and follow us on whichever app you enjoy listening to us in!

Cape Market's Christmas Present Welcome back to another episode of Freight Up, the podcast where we deep-dive into the latest trends in the shipping and commodities markets. The episode kicks off with an exciting revelation of record cleared volumes in the Cape size contracts on the 29th of November. The substantial jump in spot rates and the notional value of trades underscored the fervent activity in the market, prompting eager anticipation for what might unfold in 2024. We'll give you a detailed breakdown of the driving forces behind this market frenzy, including factors such as the influx of financial players, post-rainy season uptick, higher-than-expected volumes from our major players. Comparative Analysis: 2024 vs. 2008 Drawing from historical data, the episode delves into a comparison between the current market state and the monumental events of 2008. Spot rates, year-to-date figures, and notable trades were dissected to provide an insightful juxtaposition of the past and present, offering a nuanced perspective on the market's evolution over time. Hao Pei's Insights on Iron Ore and 2024 Market Forecast The episode features a thought-provoking discussion with Hao Pei, who shared his assessment of the iron ore market's recent trends and his outlook for 2024. An analysis of the iron ore index's fluctuations, combined with a projection of future volatility, paint a comprehensive picture of what lies ahead. Hao Pei's insights into the challenges and opportunities that the market may encounter in 2024 shed light on the potential scenarios that could unfold, providing listeners with valuable foresight into this crucial commodity's trajectory. Timestamps 00:00 Financial players bring liquidity, boost volumes. Iron ore rises, concerns over Chinese property. 05:36 Iron ore market shows volatility and weakness. 07:52 Iron ore index forecast: 2024 prices and challenges 10:22 Close-up view of freight operations. Remember to review and follow us on whichever app you enjoy listening to us in!

EU ETS, and Energy Alternatives Welcome back to another episode of Freight Up, the podcast where we deep-dive into the latest trends in the shipping and commodities markets. EU ETS explained As shipping companies face new regulations we've got a freight container-full of insights awaiting us. The EU ETS conundrum is upon us and our experts Luke and Hugh will unwrap the layers of complexity in managing these emissions, the role of traders in a green future, and the strategies for dealing with EU allowances. Also, here's the link to the site they mention! Panamax rates In this episode, as markets navigate through choppy waters, we'll explore the strong currents in the Panamax rates driven by an insatiable mineral demand and the emergence of Indonesian coal cargoes that's pushing volumes to new heights in Asia. We're also seeing significant fixtures across the transatlantic with a special eye on mineral cargoes. Talking trade trends, we'll dissect the flurry of activity in the Dry FFA market, especially within Cape, Panamax, and Supermax contracts. Coking coal chaos Then, there's China where coking coal futures are surging—an aftershock of governmental inspects and unfortunate mining mishaps. Despite this, the outlook on Fob Australia Coking coal suggests that the supply may remain tight, with miners jostling for their slice of the pie. LNG's future Our guest, Dr Jonathan Gaylor, who has 10 years’ experience in alternative fuels, currently serving as the Alternative Fuels Manager for Navig8, a prominent shipping and trading company that includes Integr8, will share his expert take on LNG's bullish future. We'll uncover why LNG dual fuel vessels may hold the competitive edge and discuss why gas price volatility could be a silver lining for traders. With the winter season ahead, LNG prices could spell out future trends. Timestamps 00:00 SGMF and majors improve bunkering; price challenges remain. 07:26 Viable shipping sectors for Prabs, considering market changes. 09:57 Ship owners face challenges in managing risk. 12:45 Winter will showcase LNG market's future direction. 17:05 Two likely scenarios regarding ship management contracts. 20:41 Malta, Netherlands, Spain, Sweden, and Cyprus requirements. 25:06 Warehousing EUAs for clients offers advantages. 28:21 Uncertainty over oil production cuts extension speculation. 29:05 Oil prices fell sharply but recovered quickly. 33:14 Refinery maintenance caused high fuel prices. 37:59 Cape Market saw surge in rates, trading. 39:14 Iron ore freight rates surged due to strong demand and active trading in China. 43:36 Record future volumes in Dry FFAs market. 47:14 Limited impact on Fob and coal markets. Remember to review and follow us on whichever app you enjoy listening to us in!

Positive sentiment in freight market as BHP iron ore news dominates headlines! Oh, and OPEC... Welcome back to another episode of Freight Up! in which we're this week discussing the BHP iron ore division strikes. Also, what does this weekend's OPEC meeting have in store for us? Welcome back to another episode of the "Freight Up!" podcast! In this week's episode, our host Fernanda is joined by guests Hao Pei and Archie to discuss into the latest developments in the fuel market and the impact of the BHP strikes on the iron ore industry. Archie provides insights into the fluctuating fuel market, discussing the recent turbulence in crude prices and the upcoming OPEC meeting. Meanwhile, Hao shares his firsthand experience from the FIS Shanghai seminar and provides an in-depth analysis of the BHP strikes and its potential impact on the market. Also, Fernanda will give us another run down of the market report. Listen as we uncover the implications of all these developments and explore what lies ahead for the freight industry. Let's get started! Summary of this episode: Fuel Market - Crude oil prices have been flat and sideways, but experienced a sharp slump last week. - The slump was caused by a poor demand outlook and US stockpile builds. - Market is waiting for the outcome of the OPEC meeting. - Fuel oil complex has been strong, supported by tight supplies, especially in the very low sulfur fuel oil segment. - High sulfur fuel oil market has been stable. Freight Market - Positive sentiment in the freight market, with gains in various vessel sizes. - Panamax and Cape sizes experienced significant increases. - Strong coal demand and rise in demand for mineral cargoes contributed to the positive sentiment. - Iron ore and coal volumes increased. - Rate increases observed in various routes and contracts. BHP Strikes - BHP strikes rumors and concerns have been circulating in the market. - The news of strikes has generated attention, but the actual impact is uncertain. - Talks and discussions on strikes have been ongoing for two years. - Potential consequences include a shortage in iron ore shipments if strikes occur, leading to an increase in prices. - If strikes are avoided and a deal is reached, iron ore prices may correct and enter a downward phase. - Attention needs to be paid to China's stimulus policies and GDP expectations. FIS Shanghai Seminar - The FIS Shanghai Seminar was held with a large number of registered attendees. - Successful networking and cross-commodity discussions took place. - Positive feedback received from attendees regarding the party. - Expectations for increased volume in cross-commodity trades in the future. - Focus on building relationships and expanding knowledge across different commodity sectors. Here's the link to the FIS live app Timestamped summary of this episode: 01:39 Global demand outlook worsens, stockpiles build up 10:18 Iron ore route to China fixed at $10.55, tight vessel supply in Brazil, Panamax rates rise 26%. 12:36 Supermax paper opens slow, but gains momentum. 15:41 John B happy with FIS party, great feedback. 20:53 Talks on strikes, union condition potentially changed gradually. Friday's campaign, decision about strikes in 10 days. Iron price high due to concerns. 23:02 BHP impact on price; hike expected. Eye on China stimulus. Also, please, seriously... do follow the show and leave us a...

Iron Ore News: Insights on the 24% Rebound since August and Projected Market Outlook Welcome back to another episode of Freight Up! in which we're this week discussing the rebound of iron ore and what the future holds for this trend. Plus, we'll take a look at the recent drop in the handy seven TC index and its implications. Also, Archie Smith will be with us as usual to gives us an update on the current state of the oil market amid the ongoing Gaza strip crisis. So sit back, relax, and get ready for another jam-packed episode of Freight Up! Oh, and please don't forget to follow us on Apple Podcasts and Spotify, and leave us a review on your favourite podcast app. We make this easy for you to do on our website at freightuppodcast.com. Your feedback makes a difference. Now, let's get the show on the road! Summary of this episode: Fuel Market - Chinese economic data affecting oil market - US government buying back Strategic Petroleum Reserve (SPR) oil - Impact of SPR buying on crude prices - Support for high sulfur fuel oil market - Potential easing of fuel markets due to diesel export ban discussions Iron Ore Market - Rebound in iron ore demand since August - Key drivers of iron ore rebound - Uncertain future of iron ore trend for the rest of the year - Factors to watch for in the coming week: treating volume of China domestic steels, maintenance in steel mills Freight Market - Positive trend in larger vessel sizes driven by rising iron ore demand and grain shipments - Outlook for Cape size, Panamax, and Supermax segments - FFA market indexes and their growth Here's the link to the FIS live app Timestamped summary of this episode: 00:32 Archie Smith begins his fuel oil market update. 03:36 US government plans to buy oil back. 09:02 Positive trends in iron ore demand, grain shipments. 12:35 Negative market index, limited trading activity. 16:31 Higher iron ore valuation expected, but volatile. 20:07 Monitor China's steel volume, winter impact. Please, seriously... do follow the show and leave us a review, via our website at freightuppodcast.com

The Impact of a Strong Dollar and Reinforced Oil Reserves on the Oil Market Welcome back to Freight Up! This episode comes with an accompanying resource - how exciting for you! Here's where you'll find all the stuff we talk about in the show: Click for resources In this episode, we have a lot of interesting topics to cover. We'll start with the impact of a strong dollar and reinforced oil reserves on the oil market with Archie Smith. We also have an interview with Andrew Schenkel from Chart IQ, who will share his macroeconomic view for next year and how it will affect market activity. Luke Hanley from our research team will join us to discuss the cost of fuel oil on freight. And of course, we'll discuss the latest trends in freight rates and market activity. So grab a cup of something hot and wet, sit back, relax, and enjoy our analysis of freight commodities on "Freight Up"! Here's the link to the FIS live app Timestamped summary of this episode: 00:00:19 Freight podcast with graphs, oil, and rates. 00:05:02 Brent cracks up, fuel market stable. 00:06:29 Low sulfur complex sees tight supply, boosted futures. High sulfur east west rallies $18. 00:09:56 Active morning in freight rates; November trading high. 00:15:40 High fuel and freight rates impact earnings. 00:18:50 Ben's analyst for war games, charts, insights on market trends. 00:20:56 Bull run expected, slide shows positive trend. 00:23:25 Yields rising, TBT shows clear reactions. Please do follow the show and leave us a review, via our website at freightuppodcast.com

From Cape Sizes to Crude Oil: An In-depth Look at Market Movements and Macroeconomic News Welcome back to Freight Up! We might be a little late with our grim tale this week given the release of this episode, but... In this week's episode, we're covering quite a lot of ground, starting off with the continuing unrest caused by turmoil in the Middle East. We're discussing the war premium and how that impacts on the market. And if you guessed 'pricing' when you read that... you might be on to something. Oh, and how is China getting all involved with things? Do listen to learn more from our very own Ricky Forman. The Ferrous complex This one offers us a contrasting narrative. Our expert in the field Hao Pei is here to tell us about some unexpected iron ore movements being caused by macroeconomic shifts in China. Here's the link to the FIS live app Timestamped summary of this episode: 00:02:14 Topsy turvy markets due to Middle East war concerns 00:04:22 Brent price drops due to war, demand concerns. 00:08:19 Dry freight market drops, vessel supply outweighs demand. 00:10:03 Negative sentiment continues, but some improvement seen. 00:16:30 Iron ore markets trade on expectations. China's government getting involved. 00:20:03 BHP strikes, iron ore demand, pollution concerns. Please do follow the show and leave us a review, via our website at freightuppodcast.com

Middle East turmoil and the price of crude: analysing the connection Welcome back to Freight Up! In this week's episode, we dive into the impact of the Israel-Hamas war on the crude market. Archie Smith sheds light on the current state of fuel prices and how they have been affected by recent events. We also discuss the long awaited FFA update and get a glimpse into the paper market. Bloomberg Report on Physical Prices: Welcome back to Freight Up! Our weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS is here to bring you another massive update. The recent Bloomberg report that highlights a slip in physical crude prices. We talk about the phenomenon and what it's attributed to. And just what is happening with crude inventories in the US? Here's the link to the FIS live app Timestamped summary of this episode: 00:01:02 Greenback strengthens, crude slips due to dollar. 00:05:24 High sulfur cracks fall, spreads widen. Strong buying interest from shipping hedges. 00:09:24 Little movement, highs to lows throughout week. Panamax December contract falls. 00:11:06 Cal 24 stable, Supermax World falls, Q4 tighter

Markets react to the tragic events Welcome back to Freight Up! Our weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS is here to bring you another massive update. Middle East Unrest Hey, I'm your host Fernanda! In this week's episode we're discussing the current events unfolding in the Middle East and how they're impacting the commodity markets. Join us as our experts provide insights on the reaction of the fuel and crude markets to the geopolitical news. We will also get an update on iron ore and explore the latest developments in the FIS Carbon market. Carbon Market Our head of environmental products brings us the latest developments in the carbon discussion. While most of the focus has been on the geopolitical events in the Middle East, it's crucial not to overlook the ongoing conversation around carbon emissions and their impact on the freight and commodities industry. The carbon discussion has been gaining momentum in recent years as the world grapples with the urgent need to address climate change. Industries across the board, including freight and commodities, are facing increasing pressure to reduce their carbon footprint and adopt more sustainable practices. Featured guests in this episode are Archie Smith, James Robinson and Theodore Goulios. Here's the link to the FIS live app Timestamped summary of this episode: 00:02:28 Market roller coaster with poor demand outlook. 00:04:41 Market fluctuations not directly tied to Israel-Gaza conflict. Singapore had abundant oil supply from Russia, affecting prices. 00:06:41 Israel-Gaza: Monitor global situation, oil may be impacted. 00:13:08 Seamless participation, marketability, communication across industries. 00:14:39 Proof of green power for green companies. International renewable credits link unexpected countries. 00:17:20 Carbon offsets boost company confidence in legislation.

Crude crash and FIS Fertilizer team's risk management tools to bring stability to the market? Welcome back to Freight Up! Our weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS is here to bring you another massive update. I'm your host, Fernanda, and today we're talking Crude Oil and the KRG pipeline. In this episode, we also have a special treat for you as Barney Talbot-Ponsonby makes his debut and gives us an update on the fertilizer market. Crude crash Archie discusses the recent crash in the crude oil market and its potential impact on supply and demand. He also delves into the factors influencing oil prices, including sentiment and the strength of the US dollar. Additionally, Archie sheds light on the high sulphur market and the recent changes in the crack spread. Risk management tools We're also joined by Barney Talbot-Ponsonby who talks us through developments in the fertilizer market and shares some sneak preview news around risk management tools! Here's the link to the FIS live app Timestamped summary of this episode: [00:02:34] Crude oil rally crashes, hitting new lows. [00:03:18] High interest rates fuel global fuel demand. [00:07:23] High sulfur content is good for refining. European market short on high sulfur supply. [00:12:07] Indian tender expected; big moves in market. [00:13:34] Brazil physical offers up, China news slow.

Hurricane Idalia, East West Sulphur, and a new voice to the Freight Up Podcast from FIS... Welcome back to Freight Up! It's the weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS. I'm your host, Fernanda, and today we're talking Q4 tightness. In this week's episode we have a doubleheader of insights, featuring a fuel oil update and a catch-up on the ferrous complex. The people's broker and our very own 'Sand Jesus', Archie Smith, joins us to shed light on the recent developments in the oil market. We discuss the climbing crude oil prices, the tensions between OPEC and Western economies, and the intriguing dynamics of the high sulphur East West market. Additionally, we explore the impact of monsoon season on fuel demand and the widening of the high five spread. We also have Hao Pei on board the good ship Freigh Up this week as we talk FOB Australia Coking Coal. Why has it seen the biggest single week increase over the year? We'll find out in this episode! Here's the link to the FIS live app Timestamped summary of this episode: 00:01:51 Crude climbing, uncertainty ahead due to meetings 00:04:13 High sulphur fuel oil prices continue to rise. 00:08:55 BHP truck accidents caused coal market speculation. 00:11:32 Crude oil crucial for commodities rebound, watch.