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

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

Freight Investor Services

Freight and commodities. A complex industry when it comes to investment, but the Freight Investor Services broking team are here to keep you informed! Join Fernanda each week as she chats with the incredibly knowledgeable people from various desks within the Freight Investor Services organisation. Freight Investor Services works with professionals in the freight and commodity industry to ensure we're fully on top of all things trading! With news from our fuel oil desk and general freight updates, after listening, you'll be fully educated on your options for hedging and investment. This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy
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Top 10 Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services Episodes

Goodpods has curated a list of the 10 best Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services episode by adding your comments to the episode page.

Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services - OPEC is NoPEC and EU ETS explained as shipping companies face new regulations

OPEC is NoPEC and EU ETS explained as shipping companies face new regulations

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

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11/29/23 • 50 min

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!


This podcast uses the following third-party services for analysis:
Podder - https://www.podderapp.com/privacy-policy
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Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services - The Impact of Q4 Tightness, Crude climbing and monsoon season on Fuel Markets

The Impact of Q4 Tightness, Crude climbing and monsoon season on Fuel Markets

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

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09/21/23 • 13 min

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.


This podcast uses the following third-party services for analysis:
Podder - https://www.podderapp.com/privacy-policy
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Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services - We need to talk about Tangshan! Freight chat: fuel oil market volatility & fertilizer options

We need to talk about Tangshan! Freight chat: fuel oil market volatility & fertilizer options

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

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07/06/23 • 43 min

From Quotas to Cuts: The Turbulent High Sulphur Fuel Oil Market

Does the volatility in the high sulfphur fuel oil market feel all too familiar?

Have you been told that closely monitoring crude oil importing quotas and export cuts is the key to understanding this volatility?

But despite your efforts, you're still left without a clear understanding of the factors driving this market's unpredictability?

The pain of taking ineffective action and not getting the desired results can be frustrating.

It's time to break free from this cycle and gain a deeper insight into the real drivers of volatility.

Join us in this episode of the Freight Up! podcast from FIS as we uncover the hidden forces behind the high sulphur fuel oil market's turbulence, empowering you with the knowledge to navigate this market with confidence and success.

" So we're expecting, or I think the trade is expecting, that volatility continues to remain a little bit subdued compared to the beginning of the year. " - Taylor Eastman - (click for LinkedIn)

Hi, Fernanda here! I'm host of the Frieght Up podcast!

Archie Smith, Taylor Eastman, James Robinson, Joshua Stern, Kerry Deal and Hao Pei join me to discuss the current market trends and the latest happenings in the world of freight and commodities including Russia, China, ferrous, scrap and all the other stuff we like to dig into!

OPEC Cuts and Weak Demand Outlook

The world of crude oil is an intricate balance of supply and demand. And currently, the scales are tipping heavily towards the surplus end.

As Saudi Arabia lengthens its voluntary oil output cuts into August, we might have anticipated a beneficial boost in prices.

However, no such sustained increase is visible.

Why is that? In this conversation, our guest Archie Smith shares more with us on this subject.

For now, let's just say it's a complex puzzle with multiple moving pieces – each one impacting and influenced by the other!

Recap of Q2 Fertilizer Market

The fertilizer market is in a period of transition.

Moving from the bustling spring season to the more laid-back summer fill season, the market has quietened considerably.

Traders are now holding their breath in anticipation of fill programs being announced.

These programs encourage buying, and could potentially lead to a price increase. But there are plenty of macro factors to keep an eye on - natural gas prices, grain market volatility, and geopolitical tensions to name a few.

Taylor Eastman takes a detailed dive into the low hum of the fertilizer market activity.

Splashing some optimism in his commentary, he notes that this spring season proved less volatile than previous ones. Prices seemed to have stabilized after the initial jitters. Looking ahead, Taylor shares his key takeaways for attentive listeners - a good market watcher never sleeps!

The Importance of Fertilizer Options

Risk management is a crucial part of everyday business operations. For businesses operating in the fertilizer supply-chain, price-risk is a daily conundrum.

Enter fertilizer options - a relatively new instrument that allows businesses to navigate through the price turbulence. Listen to the episode to learn more about this interesting new... option!

Timestamped summary of this episode:

00:01:04 - OPEC Cuts and Weak Demand Outlook 00:04:05 - High Sulfur Fuel Oil Market Volatility 00:08:29 - Fertilizer Market Reset and Grain Price Impact 00:09:50 - Recap of Q2 Fertilizer Market 00:15:35 - The Importance of Fertilizer Options 00:18:29 - Challenges in the Chinese Steel Industry 00:21:30 - Panamax and Capesize Rates 00:22:32 - Steel Market Analysis 00:28:17 - Iron Ore Market Update 00:29:27 - Steel Production Cuts in China 00:30:09 - Concerns About the Chinese Economy 00:31:25 - Bleak Outlook for the Property Market 00:31:52 - Surging Steel Exports 00:33:14 - Market Skepticism and Iron Ore Futures


This podcast uses the following third-party services for analysis:
Podder - https://www.podderapp.com/privacy-policy
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Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services - G7 Price Cap Debate: Russian Oil Impact & Ukraine Crisis: New expert broker insights

G7 Price Cap Debate: Russian Oil Impact & Ukraine Crisis: New expert broker insights

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

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04/20/23 • 13 min

Are you wondering about the impact of the G7 price cap on Russian crude oil, or the relationship between the cyclone in Western Australia and freight rates? Ignore all the noise around the complex web of speculation and misinformation. Get the latest insights directly from the experts. G7 Price Cap on Russian OilIn the world of the fuel oil market, there have been discussions around the current $60 per barrel price cap set by G7 nations on Russian Euros crude. This cap has stood untested for quite some time, but recent developments in the market have raised questions surrounding its effectiveness. With Russia experiencing a surge in export revenues, our industry expert Archie Smith ponders whether it may be time for a re-evaluation of the cap and its impact on the market as a whole. This topic deserves attention as it could lead to potential shifts in the global oil market and future trade strategies. Impact of Cyclone in Western AustraliaThe recent cyclone that struck Western Australia has had significant consequences for commodity markets, particularly due to its effect on cargo movement in and out of Brazil. These disruptions can lead to further shifts in the industry, as supply chains are affected and businesses must adjust their operations to minimize any losses. Understanding the aftermath of this cyclone and how it may continue to influence these markets can be useful data. In this episode, you will be able to:
  • Uncover the implications of the G7 price cap on the Russian crude oil market.
  • Delve into how the recent cyclone in Western Australia influenced freight rates.
  • Assess the effect of Brazil's cargo slowdown on C3 freight rates.
  • Discover the prowess of China's blast furnace utilization at maximum capacity.
  • Explore the potential gains of steel production using scrap metal.
  • Follow Freight Up on Apple Podcasts, Spotify, or wherever you get your podcast.
  • Email questions, comments, or chat with experts at [email protected].
  • Attend the Freight Investor Services Cobalt Congress in Istanbul from May 8th to 11th to discuss battery metals with Kerry Deal and Jack Nathan.
  • Connect with our Freight Up guys! Here are the links to Archie Smith, Kerry Deal and Hao Pei

This podcast uses the following third-party services for analysis:
Podder - https://www.podderapp.com/privacy-policy
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Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services - EPISODE 75

EPISODE 75

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

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10/13/21 • 21 min

Don't be a Turkey, get up to speed on what's been happening in the freight, iron ore and oil markets this week on our podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/


This podcast uses the following third-party services for analysis:
Podder - https://www.podderapp.com/privacy-policy
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Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services - Mastering Market Trends: Unleash the Power of Technical Analysis to Transform Your Trading Strategy

Mastering Market Trends: Unleash the Power of Technical Analysis to Transform Your Trading Strategy

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

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07/13/23 • 38 min

Stay Ahead of the Game! Ed Hutton shares technical analysis insights with you

Does this sound familiar?

You're constantly analysing market trends, trying to make sense of the fluctuating freight industry. But no matter how hard you try, you just can't seem to grasp the bigger picture.

You've been told to rely solely on fundamental analysis, but it's left you feeling frustrated and lost.

The pain of missing out on profitable opportunities and making costly mistakes is overwhelming.

It's time to break free from ineffective strategies and embrace the power of technical analysis.

Hi, I'm Fernanda, your host of this great podcast and it's my job to ensure you're getting your fix of Freight Up fun this week.

Join us in this episode of the Freight Up! podcast from FIS as we enlist the help of 'Freight Upper' Ed Hutton, and get more of an understanding of how to see market trends and unlock our path to success!

As promised, here's the link to the FIS live app.

We also get our first chat with Matthew Howarth talking with us about coking coal.

Archie Smith and James Robinson join us for more insight from the Fuel Oil and Iron Ore desks!

And.. Decoding the dance! Unraveling the Intricacies of the Coking Coal Market...

Literal uncharted waters this week, as we talk about the coking coal market for the first time on this podcast.

Do you ever wonder what goes on in the busiest trading sessions of the Singapore exchange, where deals between 2KT to 10KT are the norm?

Are you curious about what influences the ebb and flow of this global market, and how various physical, financial, and trading house players impact it?

What role does China, the major onshore player, play in shaping the market trends?

And how does weak demand in China or overall global demand affect the coking process and the market's dynamics?

Intriguingly, the market's reactions to bearish conditions have been anything but ordinary.

What causes buying interest to surge when prices dip, only to rebound again gradually?

And why are traders from Singapore and Australia predicting a further drop in PLV coke and coke prices, potentially to as low as 200 per ton?

As you consider these questions, you may find yourself intrigued by the chess game of market reactions - the anticipation, the retreats, the calculated re-entries. There's a peculiar rhythm to it, a dance of sorts. It's not just about trading, it's about understanding the pulse of the market, it's about staying one step ahead of the game...

Timestamped summary of this episode:

00:01:04 - OPEC Cuts and Weak Demand Outlook 00:04:05 - High Sulfur Fuel Oil Market Volatility 00:08:29 - Fertilizer Market Reset and Grain Price Impact 00:09:50 - Recap of Q2 Fertilizer Market 00:15:35 - The Importance of Fertilizer Options 00:18:29 - Challenges in the Chinese Steel Industry 00:21:30 - Panamax and Capesize Rates 00:22:32 - Steel Market Analysis 00:28:17 - Iron Ore Market Update 00:29:27 - Steel Production Cuts in China 00:30:09 - Concerns About the Chinese Economy 00:31:25 - Bleak Outlook for the Property Market 00:31:52 - Surging Steel Exports 00:33:14 - Market Skepticism and Iron Ore Futures


This podcast uses the following third-party services for analysis:
Podder - https://www.podderapp.com/privacy-policy
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Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services - The 5% drop! Banking concerns hit fuel oil and the paper market for both Cape size and Panamaxes looking 'lacklustre'.

The 5% drop! Banking concerns hit fuel oil and the paper market for both Cape size and Panamaxes looking 'lacklustre'.

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

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05/04/23 • 10 min

Are you a trader seeking to stay ahead of fuel oil market fluctuations? Listen to this episode and discover how Ricky Forman and Kerry Deal can provide you with valuable insight into the dynamic and ever-changing fuel oil market, giving you a heightened understanding of market sentiment and volatility."I'm naturally quite a risk adverse person. So when it comes to the market, I'm always a person that just believes in hedging and then moving on." - Ricky FormanOur guest speakers this week are Ricky Forman and Kerry Deal.Ricky Forman, a seasoned professional with FIS, shares his insights on the negative sentiment in the fuel oil market due to concerns surrounding banking sectors. He explains how news of First Republic Bank's bailout by JP Morgan and worse-than-expected manufacturing data from China have set the tone for a challenging week! Despite his affinity for the more carefree tunes of the 80s, Ricky talks us through his grappling with the weight of these issues that are causing shockwaves in the market. As he continues to observe the situation, he shares how he's noticed where the smart money had begun reversing... In this episode, you will be able to:
  • Uncover the impact of banking sector concerns on the fuel oil market's negativity.
  • Learn how to use hedging strategies to combat fuel oil market volatility.
  • Get the lowdown on the health of the North Atlantic freight market.
  • Find out why stagnation is affecting the Panamax market.

This podcast uses the following third-party services for analysis:
Podder - https://www.podderapp.com/privacy-policy
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Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services - Freight, FFAs, ferrous complex and oil in the wake of the Turkey earthquake

Freight, FFAs, ferrous complex and oil in the wake of the Turkey earthquake

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

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02/15/23 • 13 min

The earthquake in Turkey and Syria caused significant damage to logistics, infrastructure, and loss of life. Questions were also raised about its impact on commodities. We look at freight, FFAs, ferrous complex, and oil and products.


This podcast uses the following third-party services for analysis:
Podder - https://www.podderapp.com/privacy-policy
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Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services - A look at the trade flows and major issues facing the ferrous complex

A look at the trade flows and major issues facing the ferrous complex

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

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06/22/22 • 23 min

Iron ore, coking coal, and steel are the focus of this week’s podcast as we take a look at the trade flows and major issues facing the ferrous complex. All data quoted is from S&P Global Market Intelligence.


This podcast uses the following third-party services for analysis:
Podder - https://www.podderapp.com/privacy-policy
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Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services - Market movements after a year in dry freight , iron ore, tanker and oil & transition to Panamax 5TC contracts!

Market movements after a year in dry freight , iron ore, tanker and oil & transition to Panamax 5TC contracts!

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

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04/13/21 • 24 min

In our 50th episode, we look at the market movements in the year since we started, as well as updates on dry freight, iron ore, tanker and oil markets, plus info on the transition to Panamax 5TC contracts Disclaimer: freightinvestorservices.com/castaway-disclaimer/


This podcast uses the following third-party services for analysis:
Podder - https://www.podderapp.com/privacy-policy
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FAQ

How many episodes does Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services have?

Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services currently has 181 episodes available.

What topics does Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services cover?

The podcast is about News, Investing, Business News, Podcasts and Business.

What is the most popular episode on Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services?

The episode title 'OPEC is NoPEC and EU ETS explained as shipping companies face new regulations' is the most popular.

What is the average episode length on Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services?

The average episode length on Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services is 25 minutes.

How often are episodes of Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services released?

Episodes of Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services are typically released every 7 days.

When was the first episode of Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services?

The first episode of Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services was released on Apr 8, 2020.

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