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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
133 views
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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
62 views
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A New Cold War and a New Hot Freight Market?
Like me you may have read many recent articles about the evolving Cold War between the US and China. Opinions vary (of course) and run...

Mark Williams
Jul 21, 20205 min read
183 views
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The world has already ended: you just haven’t noticed yet
The UK Chancellor of the Exchequer, Rishi Sunak, is generally thought to have had a good crisis. He was quick to offer state aid to...

Mark Williams
Jul 14, 20204 min read
1,054 views
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Decarbonising Shipping: Going Flat?
This week, the IMO is holding an informal online meeting for its members (flag states and industry associations) in which they can...

Mark Williams
Jul 7, 20204 min read
128 views
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The Mandate of Heaven and Shipping
One is tempted sometimes to think of 21st Century China as a machine for generating wealth and perpetuating the rule of the Chinese...

Mark Williams
Jun 30, 20205 min read
78 views
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Long term consequences of crew rotation crisis?
The seafarer crisis continues to develop. Hugo de Stoop, CEO of Euronav, has described stranded seafarers as “hostages of the...

Mark Williams
Jun 23, 20203 min read
172 views
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Mass Rapid Testing Could Unblock the Seafarer Logjam
The United Nations Conference on Trade and Development (UNCTAD) and International Maritime Organization (IMO) issued an estimate on June...

Mark Williams
Jun 15, 20203 min read
31 views
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Some thoughts on the newbuilding markets
On Monday, Qatar Petroleum reported a 100-berth, USD 19 Bn deal to build LNG carriers in South Korea. The moribund newbuilding markets...

Mark Williams
Jun 3, 20203 min read
20 views
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Macro Macchiato 27/04/20: Waterloo for the Free Market?
When Alice entered the strange and surreal world through the looking glass, she retained the power of rational thought. Perusing her new...

Mark Williams
Apr 27, 20203 min read
11 views
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A Kangaroo Shaped Recovery
Some readers may have listened to me discussing the post-Coronavirus trade scenarios with Richard Meade of Lloyd’s List on one of their...

Mark Williams
Apr 20, 20204 min read
119 views
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Lick it, or become like China
Coronavirus cases continue to mount world-wide. It’s getting to the point now where we all know somebody with symptoms and nearly...

Mark Williams
Mar 30, 20204 min read
108 views
0 comments
Lick it, or become like China
Coronavirus cases continue to mount world-wide. It’s getting to the point now where we all know somebody with symptoms and nearly...
Mark Williams
Mar 30, 20204 min read
14 views
0 comments
The End of the Line for Small State Systems?
Last week we reported some Chinese state statistics that detailed the impact of Covid-19 on the economy in January and February, for...
Mark Williams
Mar 23, 20203 min read
76 views
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The Day the Earth Stood Still
Governments around the world are taking extraordinary action to try to slow the spread of Covid-19, which now numbers more cases outside...
Mark Williams
Mar 16, 20206 min read
111 views
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Two Black Swans? Sauve Qui Peut!
Black Swan one is Coronavirus, the Mummy of public health scares. OK the global infection rate is much smaller than flu and the mortality...
Mark Williams
Mar 9, 20203 min read
144 views
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Unexpected Consequences of Covid-19
To add to last week’s portents of doom, China (as you will no doubt have seen already) released dismal Purchasing Managers Indices last...
Mark Williams
Mar 2, 20205 min read
195 views
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Macro Macchiato: Increasing Signs of Recession?
The global economy has grown slowly since the financial crash of 2008, but it has grown consistently to recover lost production. Even in...
Mark Williams
Feb 24, 20204 min read
101 views
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Macro Macchiato: WHO do you trust?
The legendary Irish columnist Fintan O’ Toole wrote a piece at the weekend for the UK’s Observer (a Sunday newspaper) in which he was...
Mark Williams
Feb 16, 20204 min read
60 views
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MACRO MACCHIATO: SKIP LNG, MOVE STRAIGHT TO HYDROGEN?
Renowned philanthropist and exterminator of typing pools Bill Gates has ordered a luxurious super-yacht, his first as it turns out. The...
Mark Williams
Feb 10, 20203 min read
155 views
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