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A New Partnership and a New Forecast
I'm very happy to announce that Shipping Strategy Ltd has agreed a partnerhsip with Oceanbolt, data-as-a-service company delivering...
Mark Williams
Feb 16, 20213 min read
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Are We Living Through Peak Population?
Friends at Vesselbot posted on LinkedIn this week a request for views on what lies ahead for shipping as electric vehicles and renewable...
Mark Williams
Jan 25, 20214 min read
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A Christmas Card from a Hooker in Minneapolis
OPEC will have its minsters’ online meeting today at which a decision will be taken on how much oil to produce. There is much to...
Mark Williams
Jan 4, 20213 min read
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Seven Energy Transition Tips for Offshore Shipping
On Monday this week I participated in a panel discussing the energy transition and its effects on the offshore shipping industry, part of...
Mark Williams
Dec 14, 20204 min read
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A first, rough estimate of LH2 tanker demand
It’s not easy to get an idea of how big the global market for hydrogen as a fuel is going to be. In April this year, a US research...
Mark Williams
Dec 7, 20204 min read
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Have you flown much this year? I haven’t.
For most of the past 25 years I have travelled most months, often two or three times a month and sometimes ten or 15 times a month when...
Mark Williams
Nov 30, 20205 min read
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Bulk Carrier Seasonality and Longer Term Trends
(Source: Shipping Strategy Ltd based on Balitic Exchange Data) I’ve been wondering why the bulk carrier freight market has been...
Mark Williams
Nov 24, 20205 min read
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RCEP Will Benefit Shipping
Veteran readers of my macro commentaries, from Points of View at HSBC, to Hot Topics at Braemar, Macro Topics at Affinity and Macro...
Mark Williams
Nov 16, 20204 min read
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An atomised future awaits
A tumultuous week in the Anglo Saxon economies distracts from longer-term challenges A tumultuous week is beginning in the Anglo-Saxon...
Mark Williams
Nov 2, 20204 min read
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Macro Macchiato: Covid, China and the Future for US Oil Exports
As US shale producers struggle with a slump in demand related to the pandemic and a glut of crude oil in the global market, US national...
Mark Williams
Oct 26, 20205 min read
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Middle Kingdom Comes Out on Top
The Chinese National Bureau of Statistics (CNBS) has released economic data for the first three quarters of 2020. These are important...
Mark Williams
Oct 19, 20203 min read
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Macro Macchiato: Trust Me, I'm an Analyst
The Six Million Dollar Man...and then Some.... In Autumn 2018 I gave a presentation to an audience of financiers and investors in New...
Mark Williams
Oct 12, 20205 min read
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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...
Mark Williams
Oct 5, 20206 min read
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Shipping Has To Get Its Retaliation In First
Who is setting the decarbonisation agenda? Have you seen the images of the CMA-CGM Jacques Saadé? Named after the founder of CMA, later...
Mark Williams
Sep 28, 20204 min read
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How Does China Do It? And What is That Doing to Dry Bulk Freight Markets?
While the rest of the world struggles with the economic disruption caused by coronavirus, China posts record output numbers. The official...
Mark Williams
Sep 21, 20204 min read
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What Could Peak Oil do to Oil Tanker Demand?
I’m sure you’ve seen reports this week about how bp is predicting Peak Oil. it’s a scenario that is considered in this year’s annual bp...
Mark Williams
Sep 15, 20204 min read
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To decarbonise shipping, we may have to kill the spot market
Mining giant BHP Group announced last Friday that it has awarded a tender to charter five bulk iron ore carriers powered by liquefied...
Mark Williams
Sep 7, 20206 min read
282 views
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Farewell Abe, Hello Hydrogen
Japan's Next Leader Must Look to the Future Japan’s Prime Minister Shinzo Abe has bowed out for medical reasons and will step aside when...
Mark Williams
Aug 31, 20203 min read
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China Covets the Pilbara Killer
In July, China imported a record amount of iron ore – 10 Mn T more than the previous monthly record. For the first seven months of 2020,...
Mark Williams
Aug 27, 20204 min read
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Liner Companies Have Learned their Lessons
Liner companies have announced a positive set of results, by and large, this earnings season. Anyone who watched the slump in container...
Mark Williams
Aug 19, 20203 min read
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