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Would you buy a Capesize bulker today?
There has been a Capesize S&P “frenzy” so far in 2024, as one shipping paper put it as it reported the sale of the 181,400 Dwt, 2014...

Mark Williams
Feb 23, 20247 min read


Route Canal Therapy
The Panama Canal Authority has taken steps to increase transits in January to 24 ships a day from 22 currently, having previously...

Mark Williams
Dec 20, 20235 min read


The Future of Logistics?
China is increasingly investing in North Africa. Shipping should take note. The shipping industry is largely dependent on China for the...

Mark Williams
Nov 28, 20235 min read


Global Biodiversity Standard
A Message for Macro Macchiato Readers from our Partners at JS Global Advisory While much of the shipping industry’s attention this year...

Mark Williams
Nov 12, 20232 min read
Disorder and Conflict Include Us All in the 21st Century
Shipping must shoulder the burden, absorb the costs and carry on calmly Macro Macchiato 12/10/2023 This week, Intertanko has issued...

Mark Williams
Oct 12, 20236 min read


Bigger BRICS and Shipping
Two news events of interest on 24 August got global coverage. First was the death of Yevgeny Progozhin, head of the Wagner private...

Mark Williams
Sep 5, 20235 min read


Does Demographics Indicate How China and Japan Differ?
A number of thought pieces have been published recently considering whether China’s economic malaise is deeper than just a prolonged...

Mark Williams
Aug 7, 20234 min read


Do Independence Day Air Passenger Numbers Suggest Aviation is Back?
and will that help the asthmatic oil tanker market? The US Transportation Security Administration (TSA) says that it expects record...

Mark Williams
Jul 3, 20235 min read


The Attributes of a Succesful Shipping Analyst
Following up on last week's post on what makes a good broker I received lots of positive feedback about last week’s Macro Macchiato on...

Mark Williams
Jun 19, 20234 min read
The Attributes of a Good Sale and Purchase Broker
I was asked over the weekend what I thought were the main attributes of a good Sale and Purchase shipbroker. Now, I have not worked as a...

Mark Williams
Jun 12, 20234 min read


Papering over the Cracks
As the global economy exits the three year pandemics, structural issues are becoming visible again. President Biden and Speaker McCarthy...

Mark Williams
May 31, 20234 min read
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...

Mark Williams
May 15, 20234 min read


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...

Mark Williams
Mar 29, 20236 min read
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...

Mark Williams
Mar 22, 20235 min read
UN High Seas Convention
Raising the Regulatory Bar. Again. The agreement reached on 4 March 2023 by delegates of the Intergovernmental Conference on Marine...

Mark Williams
Mar 6, 20234 min read


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...

Mark Williams
Feb 21, 20233 min read


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,...

Mark Williams
Feb 13, 20232 min read


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...

Mark Williams
Jan 31, 20234 min read


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...

Mark Williams
Dec 19, 20227 min read


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...

Mark Williams
Nov 28, 20225 min read
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