For January and February 2022, Chinese coal production rose to 687 MMT. This is 11.2% up YOY from the 618 MMT in the first two months of 2021. This signals […]
Russia’s ambassador to Singapore has criticized the city state’s decision to impose sanctions on Moscow in an interview with a Chinese state-backed newspaper. “We believe this decision to be a […]
We highlight initial thoughts on how the recent COVID-19 resurgence in China could impact the country’s Industrials & Transportation sectors. Setting the stage, China’s sudden infection surge seen over the […]
War in Ukraine again brings into question our reliance on fossil fuels to power our economies. Especially oil and gas that fill the coffers of imperialistic regimes, ultimately funding tragedies […]
US-listed shipping stocks are continuing to stay relatively buoyant amid a broader market sinking around them, but the performance was dampened by a sharp reversal in the tanker sector last […]
Since start March, confirmed Covid cases in mainland China has seen an increase of ~5%, mainly driven by the province of Jilin and Hong Kong’s neighboring Guangdong province – with […]
Whatever the extent of sanctions on Russian energy provision in the coming weeks, there is no doubt that there will be disruption to some key trading routes given that last […]
Indian exports of finished steel are seen rising 3 MMT in 2022 to 12 MMT, conflating with a two year high of Russian coal imports in the same year. Market […]
Cosco Shipping Holdings is the latest container ship owner to forecast a massive leap in full-year profit on the back of the red-hot liner markets. The Hong Kong-listed company said […]
Australia’s drive to send more coal to Europe during the Russia-Ukraine conflict has propelled the backhaul rate for capesize bulkers to highs not seen in months. The average spot rate […]
