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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
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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
366 views
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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
391 views
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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
89 views
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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
58 views
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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
454 views
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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
102 views
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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
111 views
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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
95 views
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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
62 views
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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
202 views
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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
125 views
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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
141 views
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COP 27: Night Boat to Cairo
Annus Horribilis What a horrible year 2022 is turning out to be. 30 year peaks in Inflation. Rising interest rates. Recession. War in...

Mark Williams
Nov 6, 20226 min read
147 views
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The Results Are In - our 2nd annual container shipping decarbonisation survey
How have attitudes to decarbonisation changed in the last year? Read on to find out. We ran this ten-question survey for six weeks from...

Mark Williams
Oct 18, 20228 min read
44 views
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2nd Annual Bulk Carrier Alternative Fuels Survey
Last year we launched our first Bulk Carrier Alternative Fuels Survey in association with our friends at Ship.Energy, and the results are...

Mark Williams
Oct 17, 20226 min read
41 views
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Will rising interest rates slow investment in newbuildings?
The US Federal Reserve increased interest rates by 0.75% last week, as has the European Central Bank, while the Bank of England followed...

Mark Williams
Sep 27, 20228 min read
298 views
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Cement Shipping Trends Tell a Macro Story
The slow implosion of the Chinese property market is impacting global cement shipping markets, but not so much as you might think. In...

Mark Williams
Sep 23, 20224 min read
184 views
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Decoupling, Deglobalisation and Democracy
Excluded China Rages On Tuesday 27 July, the Indo Pacific Economic Framework for Prosperity (IPEF) met via a video conference co-hosted...

Mark Williams
Aug 2, 20229 min read
91 views
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IPEF Makes Excluded China Angry
On Tuesday 27 July, the Indo Pacific Economic Framework for Prosperity (IPEF) meets via video conference, co-hosted by US Trade...

Mark Williams
Jul 26, 20222 min read
67 views
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