Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services

Hello listeners, and welcome back to another episode of Freight Up, the freight and commodity podcast of Freight Investor Services. I'm Jess, and alongside my co-host Davide, we're thrilled to guide you through the latest updates in the major freight and bulk commodity markets.

It's been a busy few months since our summer break, and today we have a packed line-up for you.

First, the latest news from the UK, US, China, and Japan, examining their economic landscapes and key index movements.

Then, the dry freight market with insights from our regular expert, Ben Klang, who will break down the weekly gains and fluctuations across vessel segments.

Next, we'll shift our focus to the iron ore market with Hao Pei from our Shanghai office, who will analyse the significant price hikes influenced by the Chinese PBOC's stimulus package.

Finally, Archie Smith will give us all the details on the volatile fuel oil markets, covering everything from crude price swings to high and low sulphur oil trends.

It's a comprehensive look at the state of the industry, packed with expert insights and crucial market data.

So, click play, as we bring you the most up-to-date analyses on Freight Up!

00:00 China's industrial growth slows; Japan's inflation rises.

04:33 Weekly vessel gains amid fluctuating Cape and Panamax.

09:19 Iron ore prices surged due to unexpected Chinese policy changes.

13:47 Short-term oil support: Chinese efforts, US storms.

15:03 Fuel prices fluctuating heavily, high sulphur premium in Europe.

Welcome back to "Freight Up," your go-to podcast for insights into the major freight and bulk commodity markets from FIS. I'm your host, Jess.

We'll start with our regular guest Ben Klang providing the latest updates on the dry freight markets across all vessel segments.

Ben will discuss recent trends, index movements, and key drivers shaping the freight landscape.

Next, we have a special segment focusing on the US steel industry with Martin Vera, a senior commodities broker, and Catherine Wang, a steel desk broker, joining us from our US offices.

They'll share insights on US HRC futures, the unique aspects of the US steel market, current volatility, and future outlooks.

We'll also touch on the impact of Mexican steel imports and the state of US domestic raw steel production.

Rounding out the episode, Hao Pei is back to give us the latest on ferrous products, including a closer look at recent developments in the iron ore and coking coal markets.

Listen in for an informative discussion on freight, steel, and ferrous commodities, as we navigate the complexities and opportunities in these dynamic markets.

You won't want to miss it!

00:00 Jess with the freight market update.

04:22 Rates hit high, trading mostly range-bound.

10:33 US steel industry: 80 million tons yearly, electric arc furnaces dominant.

12:15 Implied volatility on front end contracts at 25%.

16:36 Difficulty in steel production led to price spikes.

19:09 US steel producers foresee price rebound in 2024.

22:21 Iron ore correction, train impact, China equities.

Welcome back to "Freight Up," your go-to podcast for insights into the major freight and bulk commodity markets from FIS.

I'm your host, Davide, and it's time once again for the latest updates and movements in major freight and bulk commodity markets.

Joining us are Hao Pei from Shanghai to discuss the iron ore market and Archie Smith, who will break down the fuel oil sector.

We'll be covering everything from the recent dip in the US unemployment rate and China's inflation trends to fluctuations in iron ore and fuel oil prices.

Listen for insights on market movements, coal demand, and the latest data impacting our industry.

Don't forget to follow the podcast and our company page on LinkedIn, and download our FIS Live app to stay ahead with the freshest freight and commodity analysis.

Let's get started!

00:00 Shipping rates fluctuate, handysize index remains flat.

05:25 Futures prices and open interest continue to rise.

08:30 Attempting to persuade market on resilient iron ore demand in China.

12:15 Trump's impact on oil market, weak China imports.

Welcome back to "Freight Up," your go-to podcast for insights into the major freight and bulk commodity markets from FIS.

I'm Jess, your host, joined by Davide.

In today's episode, we have a jam-packed agenda covering the latest news and market movements.

Ben Klang is reporting live from London with updates on dry freight, while Hao Pei, our senior analyst from Shanghai, delves into the iron ore and coking coal markets.

Plus, we have a special guest, Erik Hoffman, Managing Editor of ENGINE, who will shed light on biofuels and the emerging EU regulations that are set to impact the shipping industry.

Listen now for in-depth insights and expert analysis!

00:00 Shipping market: C5DC index up, P5TC down. Steady fuel price increase.

03:52 Index climbs driven by vessel rate increase.

08:11 Iron ore index increased, outlook remains uncertain.

12:44 Biofuel: alternative, popular, easy, cheap, safe, available.

15:40 EU shipping firms pay for CO2 emissions.

17:18 Consumer proximity and willingness to pay determine impact.

21:44 Biofuels offer cheapest compliance for EU ships.

23:03 Maritime fuel campaign touts benefits, efficiency.

Welcome back to "Freight Up," your go-to podcast for insights into the major freight and bulk commodity markets.

I'm your host, Davide, and this episode features our man in Shanghai, Hao Pei, who will dissect the recent news out of China and its impact on the iron ore market.

Archie Smith and Ben Klang will provide their analyses on the oil markets and freight rates, respectively.

We'll kick things off with a review of key economic indicators, including the European Central Bank's recent interest rate cut and the US employment data for May.

Then, Hao Pei will discuss rumours of China's potential refinancing project for affordable housing and its implications for iron ore.

Archie will shed light on fuel oil trends post-OPEC meeting and the surprising rally in high-sulphur fuel oil.

Finally, Ben will give an overview of FFA rates and the physical market developments, including iron ore and coal demand fluctuations.

Listen in for an information-packed episode that promises to keep you informed on all things freight and commodities.

FIS Live

00:00 US economy added 272,000 jobs in May.

04:11 Iron ore market fluctuations, China housing support.

07:31 August Brent future benchmark fluctuated, up with demand.

12:11 Baltic Exchange rates rose with demand support.

14:01 Pacific shipping market fluctuates amidst demand changes.

Welcome to another episode of Freight Up, your go-to source for the latest news and insights in the freight and bulk commodity markets.

I'm Jess, and today, along with Davide, we'll bring you up to date on recent market movements.

Our expert line-up this week includes Hao Pei, who'll shed light on the reasons behind the sharp drop in iron ore prices, Archie Smith with his analysis on the oil market post-OPEC meeting, and our old friend Rob Belcher, who'll provide insights into the steel and scrap market.

Additionally, we'll cover the latest acquisition news with FIS acquiring GR8 Chartering in Athens, and update you on global inflation figures and broad market movements.

Listen in for an episode packed with essential updates and expert opinions to keep you informed and ahead in the freight and commodity landscape!

FIS Live

00:00 UK inflation down, Japan down, Euro up.

03:46 Silver and iron ore markets see drops.

09:08 Narrowing spread between high and low sulphur.

12:12 German construction slows, prices remain subdued.

14:37 Turkish scrap and rebar market trends summarised.

16:18 Subscribe for the latest freight and commodity analysis.

Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.

We're your hosts, Jess, and Davide, and in this episode of Freight Up, we’re joined by Ben Klang, who breaks down the latest trends in the dry freight market, Hao Pei provides an insightful analysis of the new Chinese stimulus package's impact on the iron ore market, Archie Smith gives us a comprehensive overview of the current state of the oil market.

Whether you're a current client or someone who's thinking of working with us, this episode's packed with essential information to keep you informed on the critical movements within the trading sphere.

Listen in as we explore these topics and more on Freight Up!

Remember, follow "Freight Up" in your favourite podcast app, and find us on LinkedIn!

And check out our app FIS Live for the latest insights.

Thanks in advance for listening to this Freight and Commodity podcast by FIS!

FIS Live

00:00 Freight rates declined while fuel prices dropped.

04:43 Panamaxis and supermax index rates fluctuate downward.

07:45 Short-run metals trade crowded, impacting gold, silver, copper, zinc.

10:02 Crude oil price remained range-bound, supported.

14:08 Subscribe and follow for future podcast updates.

Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.

We're your hosts, Jess, and Davide, and in this episode of Freight Up and in this episode, we’re joined by Ben Klang, who breaks down the latest trends in the dry freight market, Hao Pei discussing the rebound in iron ore prices, and Archie Smith providing an update on the decline in Brent crude futures.

Additionally, we have Hugh Taylor from FIS, sharing his expertise on risk management in shipping post a successful seminar in Athens.

Whether you're a current client or someone who's thinking of working with us, this episode's packed with essential information to keep you informed on the critical movements within the trading sphere.

Listen in as we explore these topics and more on Freight Up!

Remember, follow "Freight Up" in your favourite podcast app, and find us on LinkedIn!

And check out our app FIS Live for the latest insights.

Thanks in advance for listening to this Freight and Commodity podcast by FIS!

FIS Live

00:00 Market updates: iron ore and dry freight.

03:23 May and June market rates fluctuated but closed higher.

07:27 Iron ore fell as expected, market analyzes.

10:25 Decrease in war premium affects oil prices.

13:41 Assist Greek shipping clients with trading derivatives.

17:54 Greek generation interested in shipping options, future plans.

Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.

We're your hosts, Jess, and Davide, and in this episode of Freight Up we'll dissect the latest geopolitical events impacting our sectors, from the Middle Eastern tensions and their muted effect on crude oil, to the unexpected surge in cocoa prices due to West African crop shortfalls.

In this episode, Ben Klang decodes the dry freight market's roller coaster ride, while Hao Pei predicts the iron ore market's resistance to a short-term correction.

Our people's broker and resident fuel oil expert Archie Smith reports to us remotely from Dubai, shining a light on the rising cracks in fuel oil prices this month.

Brace yourselves for another 'deep dive' into the seas of freight and commodities.

Remember, follow "Freight Up" in your favourite podcast app, and find us on LinkedIn!

And check out our app FIS Live for the latest insights.

Thanks in advance for listening to this Freight and Commodity podcast by FIS!

FIS Live

00:00 Middle East tensions ease, commodities fluctuate. Fed adjusts.

04:21 TC index down 7% then rebounded. Market sentiment improved.

08:16 High market, steel margin drop, iron ore strategy.

09:36 Steel demand may gradually increase over months.

13:09 OPEC cuts impacting high sulphur crude market.

Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.

I'm your host, Fernanda, and in this episode of Freight Up it's a mix of emotions as I'll be saying my final goodbye to you.

But before you and I dock for the last time, let's chart the course for today's adventure through the world of Freight and Commodities.

We'll welcome aboard Jessica Free, our very own new marketing executive, who'll share some tantalizing tidbits about the much-anticipated overhaul of our FIS Live app.

As we navigate through today's choppy waters, we'll examine the downturn in freight indices and investigate the iron ore market's surprising resurgence.

Plus, we'll dissect the impact of geopolitical turbulence on soaring oil prices.

Our crew of Freight Uppers for this episode includes:

Ben Klang, who'll talk us through bulk carrier rates

Hao Pei, whose market insights keep us ahead of the curve

And Archie Smith, the people's broker, who'll unpack the reasons behind crude oil's climb above $90...

So, grab your life vest as we set sail one last time together.

It's an honor to have been your captain here on Freight Up, and I'm thrilled to have you with me for one final voyage.

FIS Live

00:00 Freight market down, indices show negative trends.

04:36 Capes rates decreased, but recovered slightly.

09:23 China decreases mortgage rate, boosts housing market.

10:58 Iron market indicators improving, sustainable rebound expected.

14:33 OPEC continues production cuts, Middle East tensions boost prices.