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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Energy Cable: The Suez Troubles are WORSENING
Greetings from Copenhagen where temperatures have crawled back above 0 celsius and according to forecasts the weather seems to improve even more...
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How Commodities Perform Around First Rate Cut
In a soft-landing economic environment, history suggests that commodity indexes stay stable around the first rate cut then trend higher six months...
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Suez and EIA Watch – Demand / Supply Getting Out of Balance?
Takeaway: Energy freight rates still not reacting to troubles in the Red Sea, with this week seeing another increase in container freight rate.
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