A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
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Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services
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Tariff suspension provides short term boost to commodity markets
Manage episode 482737526 series 3327776
Content provided by Freight Investor Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Freight Investor Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
The main story across freight and commodities over the past fortnight has been the headline-making 90-day tariff reduction between the US and China.
Hi, I’m Jess, and on this episode of Freight Up, myself and Davide unpack how this policy shift has tempered volatility and delivered a short-term lift to otherwise flat markets.
Ben Klang joins us after a busy run of industry events, detailing the impact on dry freight—where Capesize contracts saw a fleeting rebound before losing ground, and smaller Panamax and Supramax rates remained lacklustre.
We’ll investigate the cautious optimism on the macro front, following stubborn inflation and steady US employment numbers.
We'll also take a closer look at iron ore and steel markets, with regional insights you won’t want to miss.
From Shanghai, Hao Pei explores iron ore’s resilience—even as tariffs shift—and the mounting influence of port logistics in Peru and ongoing maintenance cycles in China.
Timestamped summary
00:00 Mixed Inflation and Market Stability
03:32 Cape Size Contract Fluctuations
08:06 Steel Tariffs Impact and Trade Dynamics
10:44 FOBCC Market Outlook Uncertain
13:24 US Steel Market Challenges
18:10 "Spot Price Drop Forecasted"
Check out FIS Live - https://www.fis-live.com/
This podcast uses the following third-party services for analysis:
Podder - https://www.podderapp.com/privacy-policy
191 episodes
Tariff suspension provides short term boost to commodity markets
Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services
Share
Manage episode 482737526 series 3327776
Content provided by Freight Investor Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Freight Investor Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
The main story across freight and commodities over the past fortnight has been the headline-making 90-day tariff reduction between the US and China.
Hi, I’m Jess, and on this episode of Freight Up, myself and Davide unpack how this policy shift has tempered volatility and delivered a short-term lift to otherwise flat markets.
Ben Klang joins us after a busy run of industry events, detailing the impact on dry freight—where Capesize contracts saw a fleeting rebound before losing ground, and smaller Panamax and Supramax rates remained lacklustre.
We’ll investigate the cautious optimism on the macro front, following stubborn inflation and steady US employment numbers.
We'll also take a closer look at iron ore and steel markets, with regional insights you won’t want to miss.
From Shanghai, Hao Pei explores iron ore’s resilience—even as tariffs shift—and the mounting influence of port logistics in Peru and ongoing maintenance cycles in China.
Timestamped summary
00:00 Mixed Inflation and Market Stability
03:32 Cape Size Contract Fluctuations
08:06 Steel Tariffs Impact and Trade Dynamics
10:44 FOBCC Market Outlook Uncertain
13:24 US Steel Market Challenges
18:10 "Spot Price Drop Forecasted"
Check out FIS Live - https://www.fis-live.com/
This podcast uses the following third-party services for analysis:
Podder - https://www.podderapp.com/privacy-policy
191 episodes
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Similar to Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
The latest Business and finance news from around the world on the BBC.
…
continue reading
Take a seat at the table and learn about the biggest stories in financial markets, the economy and business. Each week our editors and correspondents explore how economics influences the world we live in and share their insights across a range of topics. From inflation and recession risk to all things crypto and even the commercial success of K-pop, we have you covered. Published every Thursday. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part ...
…
continue reading
The Slate Daily feed includes new episodes from more than 30 shows in the Slate Podcast Network. You'll get thought provoking analysis, storytelling, and commentary on everything from news and politics to arts, culture, technology, and entertainment. Discover new shows you never knew you were missing.
…
continue reading
Wake-up with America's first news - Host Gordon Deal goes beyond the headlines with the day's first look at news and business news from the U.S. and around the world; bringing a lively blend of intelligent information, humor, and expert analysis to morning radio.
…
continue reading
Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
"OPB Politics Now" is a weekly podcast that takes a deep dive into the hottest political topics in Oregon and the Northwest. Every Friday, OPB’s political reporters and special guests offer in-depth analysis, discussion and insight into candidates, events and issues.
…
continue reading
Weekly wrap of events of the week peppered with context, commentary and opinion by a superstar panel. Click here to support Newslaundry: http://bit.ly/paytokeepnewsfree Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
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