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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 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 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
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
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
Oct 21, 20194 min read
Guardians of the Seas? (Macro Macchiato 21/10/19)
It was clear from the great majority of delegates to Cyprus Maritime 2019 that the shipping industry is serious about cleaning up its act....
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Mark Williams
Oct 14, 20195 min read
Tanker Markets Go Bananas: Can It Last? (Macro Macchiato)
Last week, before I went to Cyprus Maritime 2019, I opined in Macro Macchiato that, “with so much macro-economic confusion, predicting...
204 views0 comments
Mark Williams
Sep 23, 20194 min read
Is the Climate Change Climate Changing? (Macro Macchiato 23/09/19)
On Sunday, to mark the UN Climate Summit in New York, the World Meteorological Organisation published new data showing 2014-19 to be the...
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Mark Williams
May 13, 20193 min read
Sustainable Shipping, and Supposing in the Straits
I’ve attended several conferences so far this year that address issues around ‘sustainable’ shipping. Before I go any further, it might...
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Mark Williams
Oct 12, 20181 min read
Shipping Strategy MD Mark Williams talks to Lloyds List about IMO 2020 and shipping's 'Decaf
Shipping Strategy MD Mark Williams joins Lloyds List's Richard Meade in conversation on the Lloyds' List Podcast. The two of them talk...
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