Five Tiers of Transition for ShippingDavos is here again. The barons of globalisation are sequestered in the luxury resort but the mood sounds distinctly anxious. José Manuel...
Russia Adds to Xi's Headaches: Shipping Should Take NotePesident Xi does not want Russia's actions to restrict China's ability to act, nor President Putin's destiny to shape his own. Trying to...
Decoupling: A Massive Strategic HeadacheDecoupling joins Decarbonisation and Digitalisation on the Strategy Agenda Russia’s unwinnable war in Ukraine grinds on, giving us...
It is time for the UN to up its gameRussia's invasion of Ukraine is sending global energy and agricultural markets into a spin. Oil prices are up at USD 120 a barrel....
Ukrainian Implications Could Russia’s military adventurism accelerate disinvestment from fossil fuels and investment in renewables? As I write this, it’s day...
This may be the end of the bulk carrier lockdown party, but not of the cycleMacro-Economic Uncertainty We may not be home and dry when it comes to getting out of this pandemic, but we could be home and vigorously...
Downgrades and UkraineChina’s breakneck pace of development has to end eventually – we have all understood that for some time. But even if it does, will trade...
Is China Heading the Same Way as Japan?Positive news this month includes the peak of Omicron being passed, and the one billionth vaccine being given on 16th January according...
Oil and Tanker Markets Blown off Course by VirusIt has been the worst year in the tanker freight markets since the recession of the early 1990s. But as transport restrictions eased...
Macro Macchiato: Don't Panic!It has been a hard few weeks for Capesize operators. The Baltic Exchange’s Capesize 5TC index surged in September from USD 46,987 to USD...