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Bulk Carriers: Recession Resistant
Macro-economic signals may be downbeat but bulker fundamentals remain encouraging Here's the Executive Summary to our latest Bulk Carrier...

Mark Williams
Jul 20, 20223 min read
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Decarbonising C5
A Capesize Green Corridor between Australia and China is Feasible, with Carbon Tax Breaks C5 is the Baltic Exchange’s code for the voyage...

Mark Williams
Jul 4, 20226 min read
163 views
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Bedtime / Poolside Reading for Posidonia Week
Whether you are in Athens or not, here's some Need to Know reading. There are two common assumptions in shipping. One is that shipping is...

Mark Williams
Jun 7, 20222 min read
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Five Tiers of Transition for Shipping
Davos is here again. The barons of globalisation are sequestered in the luxury resort but the mood sounds distinctly anxious. José Manuel...

Mark Williams
May 25, 20223 min read
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Russia Adds to Xi's Headaches: Shipping Should Take Note
Pesident Xi does not want Russia's actions to restrict China's ability to act, nor President Putin's destiny to shape his own. Trying to...

Mark Williams
Mar 28, 20228 min read
189 views
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Decoupling: A Massive Strategic Headache
Decoupling joins Decarbonisation and Digitalisation on the Strategy Agenda Russia’s unwinnable war in Ukraine grinds on, giving us...

Mark Williams
Mar 21, 20225 min read
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It is time for the UN to up its game
Russia's invasion of Ukraine is sending global energy and agricultural markets into a spin. Oil prices are up at USD 120 a barrel....

Mark Williams
Mar 3, 20223 min read
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Ukrainian Implications
Could Russia’s military adventurism accelerate disinvestment from fossil fuels and investment in renewables? As I write this, it’s day...

Mark Williams
Feb 25, 20226 min read
184 views
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This may be the end of the bulk carrier lockdown party, but not of the cycle
Macro-Economic Uncertainty We may not be home and dry when it comes to getting out of this pandemic, but we could be home and vigorously...

Mark Williams
Jan 31, 20223 min read
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Downgrades and Ukraine
China’s breakneck pace of development has to end eventually – we have all understood that for some time. But even if it does, will trade...

Mark Williams
Jan 24, 20223 min read
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Is China Heading the Same Way as Japan?
Positive news this month includes the peak of Omicron being passed, and the one billionth vaccine being given on 16th January according...

Mark Williams
Jan 17, 20223 min read
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Oil and Tanker Markets Blown off Course by Virus
It has been the worst year in the tanker freight markets since the recession of the early 1990s. But as transport restrictions eased...

Mark Williams
Dec 6, 20215 min read
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Macro Macchiato: Don't Panic!
It has been a hard few weeks for Capesize operators. The Baltic Exchange’s Capesize 5TC index surged in September from USD 46,987 to USD...

Mark Williams
Oct 25, 20215 min read
214 views
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Bulk Carrier Decarbonisation
Bulk carrier owners have enjoyed a fabulous twelve months. Around the world, governments have responded to the economic disruption...

Mark Williams
Sep 21, 20214 min read
169 views
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Record Breakers: A Box Shipping Round-Up
Container Dialogue I’ve had a number of questions recently about the state of the container shipping market. I thought I’d write down...

Mark Williams
Sep 7, 20218 min read
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Inflation and Freight Markets
I've been asked several times over the last month if ship owners should be worried about rising inflation. I take this to mean two...

Mark Williams
Aug 31, 20214 min read
144 views
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SUMMER HOLIDAY SNAPSHOT
A canter round the markets and a summer holiday sale on our latest reports Macro Situation: Vaccines Vs Variants The IMF and other...

Mark Williams
Aug 6, 20216 min read
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Shipping's Energy Transition and Investment Timing
My friend and former colleague Simon Ward, in his popular Ursablog, recently discussed the arrival of the Lion Fish in the Mediterranean,...

Mark Williams
Jul 7, 20217 min read
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Trouble Brewing
Geopolitics is back this year with a bang. Italy’s prime minister Mario Draghi has quietly pulled Italy out of China’s Belt and Road...

Mark Williams
Jun 7, 20215 min read
102 views
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Parsing China's Pronouncement on Commodity Prices
Commodity markets were shaken over the weekend when news got out about the Chinese government warning "speculators" and "hoarders" in...

Mark Williams
May 24, 20216 min read
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