The Case for Growth in Minor Bulks From EVs (Initial Study & Workbook in Bulk Shipping)
Forecast numbers on EV (and autonomous EV/auto) ridership are all over the map. But it is also clear that EV growth and demand for raw materials...
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Dry Bulk Market on Strong Footing, While Tanker/Gas Shipping Rates up on Seasonal Demand
Credit markets: Global yields reached their lowest levels in a year this September, driven by the sustained low interest rate environment and the...
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A Few FWIW Insights (FX … Stocks … Performance Drivers)
The simple stupid catalyst for change in performance this summer is the decline in the US dollar.Against the Euro the USD has essentially gone from...
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2Q17 Result Update – Diana Shipping – Higher Charter Rates Help to Narrow Losses, but Risks Persist
Earnings improve aided by increase in revenues: Diana shipping (DSX) reported TCE revenue of USD 35.2m in 2Q17, up 18% q/q, and higher than our...
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Jeil Holdings IPO (Part 2): Holdco for the Biggest Chicken Producer & Dry Bulk Shipper in Korea
This report is part 2 of the Jeil Holdings IPO. Jeil Holdings is expected to complete its IPO in late June. Jeil Holdings is the Holdco for the...
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