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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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...
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...
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...
UN High Seas Convention
Raising the Regulatory Bar. Again. The agreement reached on 4 March 2023 by delegates of the Intergovernmental Conference on Marine...
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...
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,...
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...
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...
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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