Suez Watch: Is the peak in freight rates in?
The most noticeable data point from freight rates was the drop in the route from China to Europe. It looks like the buyers couldn’t stomach higher...
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Energy Cable #55: Red Sea Troubles Leading to Breakout in Oil!
Last week we wrote “For crude oil, the Houthis still let VLCC through the Suez hence crude’s range bound trading between 75-80 USD throughout Jan...
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Steno Signals #84 – The Red Sea troubles are spreading FAST!
Happy Sunday folks and welcome to our flagship editorial!We have been banging the drum on the re-acceleration of goods inflation due to the Red...
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Shipping Watch: Consider buying your Christmas presents now!
Let’s start with the current situation in the Red Sea. Things are very grim and the only container ships that currently dare to sail through the...
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Great Game: No Red Sea Solution in Sight
Welcome to this week’s Great Game! There’s a whole lot to cover in geopolitics currently, so let’s get straight to it:Peace in sight? As presented...
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