Is President Xi going to save the world? What will that do to shipping?
The world's largest PV solar cell array at Qinghai Province, China. Pic: Sungrow On 22 September, President Xi announced that the Chinese...
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Mark Williams
- Mar 30, 2020
- 4 min
Lick it, or become like China
Coronavirus cases continue to mount world-wide. It’s getting to the point now where we all know somebody with symptoms and nearly...
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Mark Williams
- Mar 23, 2020
- 3 min
The End of the Line for Small State Systems?
Last week we reported some Chinese state statistics that detailed the impact of Covid-19 on the economy in January and February, for...
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Mark Williams
- Mar 16, 2020
- 6 min
The Day the Earth Stood Still
Governments around the world are taking extraordinary action to try to slow the spread of Covid-19, which now numbers more cases outside...
111 views0 comments
Mark Williams
- Mar 9, 2020
- 3 min
Two Black Swans? Sauve Qui Peut!
Black Swan one is Coronavirus, the Mummy of public health scares. OK the global infection rate is much smaller than flu and the mortality...
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Mark Williams
- Mar 2, 2020
- 5 min
Unexpected Consequences of Covid-19
To add to last week’s portents of doom, China (as you will no doubt have seen already) released dismal Purchasing Managers Indices last...
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Mark Williams
- Feb 24, 2020
- 4 min
Macro Macchiato: Increasing Signs of Recession?
The global economy has grown slowly since the financial crash of 2008, but it has grown consistently to recover lost production. Even in...
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Mark Williams
- Feb 16, 2020
- 4 min
Macro Macchiato: WHO do you trust?
The legendary Irish columnist Fintan O’ Toole wrote a piece at the weekend for the UK’s Observer (a Sunday newspaper) in which he was...
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Mark Williams
- Feb 10, 2020
- 3 min
MACRO MACCHIATO: SKIP LNG, MOVE STRAIGHT TO HYDROGEN?
Renowned philanthropist and exterminator of typing pools Bill Gates has ordered a luxurious super-yacht, his first as it turns out. The...
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Mark Williams
- Feb 3, 2020
- 3 min
Remain Deadly Calm At All Times, Part Two
On 30th January The World Health Organisation declared on a global health emergency. Nobody has died of Corona Virus in the US, but that...
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Mark Williams
- Jan 27, 2020
- 3 min
MACRO MACCHIATO: Wuhan Coronavirus
The Wuhan Coronavirus and China’s nationwide public health emergency have caused a flurry of speculation about how the shipping markets...
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Mark Williams
- Jan 20, 2020
- 4 min
A nuclear sub with a recycling bin
Last week I wrote about the ongoing growth in global coal demand even as a number of governments attempt to start down the path of...
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Mark Williams
- Jan 13, 2020
- 4 min
The World on Fire: Good News for Bulk Carriers?
Millions of virtue-signalling, eco-woke words have been written about the Australian bush fires and how they are a signal for the climate...
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Mark Williams
- Dec 23, 2019
- 3 min
All I want for Christmas is Huawei
I started 2019 with a research note about The Asian Century, concluding that within ten years we would all be in the Belt and Road...
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Mark Williams
- Dec 16, 2019
- 3 min
Will we get a good deal for Christmas?
The US and China announced their Phase One trade deal on Friday, though it has not yet been signed by either side. The deal reduces some...
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Mark Williams
- Dec 9, 2019
- 3 min
Too early to talk of decoupling? Macro Macchiato 09/12/19
On Friday China announced that it would waive import tariffs for some soybeans and pork shipments from the US. It was promoted as a...
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Mark Williams
- Dec 2, 2019
- 4 min
China's BRI hits a brick wall
I’ve been writing a course on the evolution of the Chinese shipping industry over the last 40 years and its likely trajectory over the...
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Mark Williams
- Nov 25, 2019
- 3 min
Cop that, climate accord (Macro Macchiato 25/11/19)
One of the more depressing charts I have seen shows a global decline in clean energy investment for 2018 with a lower prognosis for 2019....
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Mark Williams
- Nov 18, 2019
- 3 min
Double Bubble (Macro Macchiato 18/11/19)
The IMO 2020 deadline is coming ever closer. Prices for 0.5% sulphur content fuel are becoming more readily available. Data from...
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Mark Williams
- Nov 11, 2019
- 4 min
A Bang And A Whimper (Macro Macchiato)
2019 looks like it may go out with a bang and a whimper. Around the world significant political events are afoot, giving us the bang....
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