Podcast by Eric Golden on Web3 businesses, Web3 Breakdowns

Web3 Breakdowns

Podcast by Eric Golden on Web3 businesses

Web3 Breakdowns is a series of conversations exploring innovation in the decentralized internet. Each episode will focus on a different topic - we will cover NFT projects, crypto assets, blockchain-based protocols, and businesses being built with Web3 architecture. We will talk to founders, artists, investors and influencers to understand this emerging ecosystem. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.

Thematic (Sector/Industry)

<ul><li>Eric Johnson, senior technology editor at the Journal of Commerce, brings over 20 years of experience covering logistics and technology</li><li>Journal of Commerce is a nearly 200-year-old publication focused on the maritime containerized supply chain industry</li><li>Freight logistics involve moving large volumes of goods from factories to distribution centers or warehouses, with multiple players involved in the process from point A to point B</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Eric Johnson, senior technology editor at the Journal of Commerce, brings over 20 years of experience covering logistics and technologyJournal of Commerce is a nearly 200-year-old publication focused on the maritime containerized supply chain industryFreight logistics involve moving large volumes of goods from factories to distribution centers or warehouses, with multiple players involved in the process from point A to point BThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Eric Johnson: The Complex World of Global Logistics - [Making Markets, EP.52]

Podcast by S&P analysing commodity market trends, Commodities Focus

Commodities Focus

Podcast by S&P analysing commodity market trends

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

<ul><li>Emerging regulatory changes in the shipping industry, including EU ETS and fuel EU regulations, are driving a shift towards more sustainable practices and alternative fuels.</li><li>Alternative fuels like methanol, ammonia, and hydrogen are expected to play a significant role in the maritime sector, with infrastructure and adoption challenges to overcome.</li><li>Price reporting agencies like Platts are adapting to these regulatory changes by launching new assessments and methodologies to accurately reflect market conditions and provide valuable insights to stakeholders.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Emerging regulatory changes in the shipping industry, including EU ETS and fuel EU regulations, are driving a shift towards more sustainable practices and alternative fuels.Alternative fuels like methanol, ammonia, and hydrogen are expected to play a significant role in the maritime sector, with infrastructure and adoption challenges to overcome.Price reporting agencies like Platts are adapting to these regulatory changes by launching new assessments and methodologies to accurately reflect market conditions and provide valuable insights to stakeholders.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Navigating a new era of shipping environmental regulations

Junior Finance Analyst, Steno Research

Ulrik Simmelholt

Junior Finance Analyst

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Cross Asset Strategy

<ul>
<li>Takeaways: More pressures on freight rates… Still no spillover to PPI/CPI. Hedge funds appear to have an appetite for crude oil, but not so much for energy stocks. Macro data more tilted towards normalization rather than weakening.</li>
<li>Greetings from a cloudy Copenhagen and welcome to another Energy Cable, following last week’s weak-ish ISM prints. Ready for more turmoil in shipping?</li>
<li>A.P. Moller-Maersk A/S has announced that extreme weather conditions, including a storm surge along the South African coast, are expected to cause shipping delays.</li>
</ul>


Takeaways: More pressures on freight rates… Still no spillover to PPI/CPI. Hedge funds appear to have an appetite for crude oil, but not so much for energy stocks. Macro data more tilted towards normalization rather than weakening.
Greetings from a cloudy Copenhagen and welcome to another Energy Cable, following last week’s weak-ish ISM prints. Ready for more turmoil in shipping?
A.P. Moller-Maersk A/S has announced that extreme weather conditions, including a storm surge along the South African coast, are expected to cause shipping delays.


Energy Cable: When it Rains, It Pours in Shipping

New Zealand Professional Investment Services Firm, Forsyth Barr

Forsyth Barr

New Zealand Professional Investment Services Firm

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

Equity Bottom-Up

<ul><li>Port of Tauranga (POT) reported a very strong FY26 result, exceeding market consensus, but kept a lid on FY27 expectations with its early first-time guidance.</li><li>FY26 was characterised by further strong pricing gains and an accretive exit from MetroPort.</li><li>We upgrade our rating to OUTPERFORM from NEUTRAL to reflect the attractive growth profile and a share price that now trades (versus its recent premium) consistent with its bond-rate-adjusted EV/EBITDA.</li></ul>

Port of Tauranga (POT) reported a very strong FY26 result, exceeding market consensus, but kept a lid on FY27 expectations with its early first-time guidance.FY26 was characterised by further strong pricing gains and an accretive exit from MetroPort.We upgrade our rating to OUTPERFORM from NEUTRAL to reflect the attractive growth profile and a share price that now trades (versus its recent premium) consistent with its bond-rate-adjusted EV/EBITDA.

Port of Tauranga FY26—Tugging the Rating Back to OUTPERFORM

Macroeconomics

<ul><li>Early weakness in European shipping demand, while US demand remains strong</li><li>The freight rate story is more likely to impact USD-flation than EUR-flation</li><li>Expect another spike in freight rates when spring volumes arrive</li></ul>

Early weakness in European shipping demand, while US demand remains strongThe freight rate story is more likely to impact USD-flation than EUR-flationExpect another spike in freight rates when spring volumes arrive

Suez Watch: Euro demand cannot cope with these prices!

Denmark

A.P. Moller - Maersk A/S operates as an integrated transport and logistics company. The Company offers container vessels, supply ships, special vessels, terminals, tug boat activities and reefer container box manufacturing. A.P. Moller-Maersk serves clients worldwide.

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AP Moller - Maersk A/S (MAERSKA DC)

Eric Johnson: The Complex World of Global Logistics - [Making Markets, EP.52]

The Journal of Commerce, led by Eric Johnson, delves into the complexities of logistics and technology in the movement of goods internationally,...

Web3 Breakdowns

Navigating a new era of shipping environmental regulations

Overall, regulatory changes, particularly in the EU, are reshaping the freight market towards a more sustainable future with a focus on reducing...

Commodities Focus

Energy Cable: When it Rains, It Pours in Shipping

Takeaways:More pressures on freight rates… Still no spillover to PPI/CPIHedge funds appear to have an appetite for crude oil, but not so much for...

Steno Research

Port of Tauranga FY26—Tugging the Rating Back to OUTPERFORM

Port of Tauranga (POT) reported a very strong FY26 result, exceeding market consensus, but kept a lid on FY27 expectations with its early...

Forsyth Barr

Suez Watch: Euro demand cannot cope with these prices!

Takeaways: Early weakness in European shipping demand, while US demand remains strong The freight rate story is more likely to impact USD-flation...

Steno Research

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