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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...
111 views0 comments
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...
155 views0 comments
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...
213 views0 comments
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
Jan 6, 20203 min read
Sanctions and the Tanker Freight Market
The US Middle East policy of shoot first and explain afterwards continues to bear fruit. The assassination of Iran’s military commander...
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Mark Williams
Sep 9, 20194 min read
Macro Macchiato 09/09/19: London International Shipping Week
Macro data are looking a bit wobbly this week. What will that do to shipping markets? US jobs data for August were released on Friday. A...
75 views0 comments
Mark Williams
Jul 22, 20193 min read
ASEAN and China grow closer on trade - Macro Macchiato 22/07/19
The American president’s trade war with China is beginning to have clear benefits for America’s competitors in the Far East. China has...
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Mark Williams
Jul 15, 20193 min read
Summertime Blues or Take the Red Pill? (Macro Macchiato 15/07/19)
Wall Street enters its thundery summer earnings season this week in a stormy emotional state. More S&P 500 companies have issued negative...
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Mark Williams
Jul 1, 20193 min read
LNG: the Ginseng Tea of Bunkering
The Marpol Annex VI fuel regulations prevent ship operators from using standard 3.5% sulphur content fuel oil in favour of a 0.5% sulphur...
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Mark Williams
May 6, 20193 min read
Definitely Sell In May This Year (Macro Macchiato 06/05/19)
Here’s the TrumpTweet in full: For 10 months, China has been paying Tariffs to the USA of 25% on 50 Billion Dollars of High Tech, and 10%...
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