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Mark Williams
Oct 5, 20206 min read
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, 20204 min read
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, 20203 min read
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, 20206 min read
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...
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Mark Williams
Mar 9, 20203 min read
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, 20205 min read
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, 20204 min read
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, 20204 min read
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, 20203 min read
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, 20203 min read
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, 20203 min read
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, 20204 min read
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, 20204 min read
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, 20193 min read
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, 20193 min read
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, 20193 min read
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, 20194 min read
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, 20193 min read
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, 20193 min read
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, 20194 min read
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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