Bigger BRICS and Shipping
Two news events of interest on 24 August got global coverage. First was the death of Yevgeny Progozhin, head of the Wagner private...
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Mark Williams
- Aug 7
- 4 min
Does Demographics Indicate How China and Japan Differ?
A number of thought pieces have been published recently considering whether China’s economic malaise is deeper than just a prolonged...
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Mark Williams
- Jul 3
- 5 min
Do Independence Day Air Passenger Numbers Suggest Aviation is Back?
and will that help the asthmatic oil tanker market? The US Transportation Security Administration (TSA) says that it expects record...
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Mark Williams
- Jun 19
- 4 min
The Attributes of a Succesful Shipping Analyst
Following up on last week's post on what makes a good broker I received lots of positive feedback about last week’s Macro Macchiato on...
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Mark Williams
- Jun 12
- 4 min
The Attributes of a Good Sale and Purchase Broker
I was asked over the weekend what I thought were the main attributes of a good Sale and Purchase shipbroker. Now, I have not worked as a...
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Mark Williams
- May 31
- 4 min
Papering over the Cracks
As the global economy exits the three year pandemics, structural issues are becoming visible again. President Biden and Speaker McCarthy...
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Mark Williams
- May 15
- 4 min
The On/Off US Recession
Is the US going into recession? The chances were about 75% at the end of last year that growth would fall below zero for two consecutive...
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Mark Williams
- Mar 29
- 6 min
The Best Tanker Market This Century
The Stars Are Aligning for a Supercycle. Shell published its Energy Security Scenarios report last week, which looks at the balance...
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Mark Williams
- Mar 22
- 5 min
What Xi's Visit to Russia Means for Shipping
Life is going to get harder before it gets easier. In the last week, US presidential aspirants Donald Trump and Ron de Santis both...
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Mark Williams
- Mar 6
- 4 min
UN High Seas Convention
Raising the Regulatory Bar. Again. The agreement reached on 4 March 2023 by delegates of the Intergovernmental Conference on Marine...
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Mark Williams
- Feb 21
- 3 min
Measuring Liner Industry Competition
Maersk and MSC have announced that the M2 alliance will split. What are the consequences? MSC and Maersk are famously untying their 2M...
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Mark Williams
- Feb 13
- 2 min
Saint Valentine’s Day Mass Relief
A Romantic Break from the European Union's Recession Fears Following on from the IMF’s recent upward revision of GDP forecasts for 2023,...
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Mark Williams
- Jan 31
- 4 min
Pulling Rabbits from Hats
Kung Hei Fat Choi! It's the Year of the Rabbit, and China in particular could do with some leporine energy given the recent news about...
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Mark Williams
- Dec 19, 2022
- 7 min
Results of our 2nd annual bulk carrier decarbonisation survey
Market Solutions Trump Regulations, Say Respondents. This is the second year that we’ve asked readers to complete a short survey on...
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Mark Williams
- Nov 28, 2022
- 5 min
Supply Side Constraints and Net Zero
It's hard to decarbonise when you can't get the zero carbon fuel The International Energy Agency (IEA) estimates that the world will need...
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Mark Williams
- Nov 6, 2022
- 6 min
COP 27: Night Boat to Cairo
Annus Horribilis What a horrible year 2022 is turning out to be. 30 year peaks in Inflation. Rising interest rates. Recession. War in...
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Mark Williams
- Oct 18, 2022
- 8 min
The Results Are In - our 2nd annual container shipping decarbonisation survey
How have attitudes to decarbonisation changed in the last year? Read on to find out. We ran this ten-question survey for six weeks from...
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Mark Williams
- Oct 17, 2022
- 6 min
2nd Annual Bulk Carrier Alternative Fuels Survey
Last year we launched our first Bulk Carrier Alternative Fuels Survey in association with our friends at Ship.Energy, and the results are...
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Mark Williams
- Sep 27, 2022
- 8 min
Will rising interest rates slow investment in newbuildings?
The US Federal Reserve increased interest rates by 0.75% last week, as has the European Central Bank, while the Bank of England followed...
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Mark Williams
- Sep 23, 2022
- 4 min
Cement Shipping Trends Tell a Macro Story
The slow implosion of the Chinese property market is impacting global cement shipping markets, but not so much as you might think. In...
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