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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


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


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
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
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
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


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
Support for a Carbon Levy for Box Shipping
We recently invited our readers to respond to a survey we ran for the free-to-register website Ship.Energy which reports on shipping's...

Mark Williams
May 11, 20216 min read
The Mother of All Recoveries
"Sell in May and go away" is the truism in stockbroking but with the pandemic turning the world upside down, is this the year to "Buy in...

Mark Williams
Apr 26, 20216 min read
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
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
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
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
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
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


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


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
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


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


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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