In a world where deglobalization has become the fashionable political sentiment, the idea of isolationism seems increasingly popular. Yet the interconnectedness of economies, cultures, and societies across the globe has…
Route Canal TherapyWill maritime choke points contribute to shorter supply chains? The Bab-al-Mandab strait, along with the Suez Canal and the Panama Canal, are well known chokepoints which, when choked,…
Global Biodervisity Standard A Message for Macro Macchiato Readers from our Partners at JS Global Advisory While much of the shipping industry’s attention this year… Check It Out
And what will that do for tanker demand? The US Transportation Security Administration (TSA) says that it expects record levels of arrivals into the US for Independence Day this year.…
The Attributes of a Successful S&P BrokerMy answer to a group of students on one of my courses I was asked over the weekend what I thought were the main…
The On / Off US RecessionIs the US being resilient or is it about to collapse? We survey the scene The chances were about 75% at the end of last…
We consider the causes and consequences of the 2M Alliance split Mediterranean Shipping Company (MSC) and AP Moller-Maersk (Maersk) are famously untying their 2M alliance amid plentiful discussion as to…
Pulling Rabbits from HatsCould 2023 turn out better than any of us dared hope? Fundamentals of ESG for Shipping Get up to speed on how ESG frameworks are being used…
COP 27 and ShippingWill shipping be in focus as it was at COP 26? What a horrible year 2022 is turning out to be. 30 year peaks in Inflation. Rising…
Decoupling, Deglobalisation and Democracy On Tuesday 27 July, the Indo Pacific Economic Framework for Prosperity (IPEF) met via a video conference co-hosted by US Trade Representative Katherine Tai and Commerce…
Posidonia Week Bedtime Readingif you’re in Athens or not, this is Need to Know stuff There are two common assumptions in shipping. One is that shipping is a supply-led market…
Bulker Day Rates May Rise This Year. Here’s Why. The lockdown party may have ended but fundamentals remain sound From our Bulk Carrier Market Outlook Q1 2022: We may not…
DON’T PANIC! A message to bulker operators Capesize freight rates have fallen 40% on a 5% fall in volumes. Why? It has been a hard few weeks for Capesize operators. The…
From Evergrande to Net Zero Bulker Owners Have Much to Consider….Tell Us What You Think Bulk carrier owners have enjoyed a fabulous twelve months. Around the world, governments have responded…
Record Breakers: A Box Shipping Round-Up Record BreakersIt’s the best year ever for container shipping but can it last? 2021 has been the best year ever for liner company profitability. …
Summer Holiday Sale Macro Macchiato A SHIPPING MARKETS SUMMER SNAPSHOT AND A SUMMER HOLIDAY SALE In brief…. GDP expectations for this year and for 2022 are up while the vaccine-variants…
Trouble Brewing – Geopolitics is back this year with a bang. Italy’s prime minister Mario Draghi has quietly pulled Italy out of China’s Belt and Road Initiative, reversing the 2019…
Overwhelming support for a carbon levy on container shipping We recently invited our readers to respond to a survey we ran for the free-to-register website Ship.Energy which reports on shipping’s path to…
The Mother of all Recoveries “Sell in May and go away” is the truism in stockbroking but with the pandemic turning the world upside down, is this the year to…
Macro Macchiato: Iron Ore Production Outlook to 2023 Iron ore prices and consumption are both rising. The main consumer of iron ore, China, has posted 6.5% GDP growth for 2020.…
Why is the bulk carrier freight market uninspiring? Why is the Bulk Carrier Frieght Market Missing Its Seasonal Peak?It might be due to changes in seaborne coal trade. I’ve been…
What could peak oil do to tanker demand? Could an oil tanker ordered today be a stranded asset by 2030? I’m sure you’ve seen reports about how bp is predicting…
The world has already ended: you just haven’t noticed yet Governments supporting a return to consumerism with consumption tax cuts and dining-out vouchers are missing the point. As the head of…
The Marpol Annex VI fuel regulations prevent ship operators from using standard 3.5% sulphur content fuel oil in favour of a 0.5% sulphur content fuel oil which doesn’t exist in…