top of page
Search


Sanctions and the Tanker Freight Market
The US Middle East policy of shoot first and explain afterwards continues to bear fruit. The assassination of Iran’s military commander...
Mark Williams
Jan 6, 20203 min read


All I want for Christmas is Huawei
I started 2019 with a research note about The Asian Century, concluding that within ten years we would all be in the Belt and Road...
Mark Williams
Dec 23, 20193 min read


Will we get a good deal for Christmas?
The US and China announced their Phase One trade deal on Friday, though it has not yet been signed by either side. The deal reduces some...
Mark Williams
Dec 16, 20193 min read


Macro Macchiato 08/04/19: There's No Such Thing As A Good Forecast
In 1999 I completed my MSc in Operational Research, having gone back to college part time because, with a BA and MA in Literature with...
Mark Williams
Apr 8, 20194 min read


Hostage Taking: The new Medieval Practices of Deglobalization
Deglobalization has taken on a new twist: the taking of economic hostages. In a return to a medieval form of warmaking, rival countries...

Mark Williams
Dec 14, 20183 min read


Deals Deals Deals
The retreat of globalisation and the rise of smaller club deals President Trump has praised his own efforts in replacing NAFTA with USMCA...

Mark Williams
Oct 11, 20184 min read
Macro update 06/09/18
Donald Trump hogs all the headlines when it comes to policy. His trade war with China, rapprochement with Russia, his issues with the EU...

Mark Williams
Sep 6, 20181 min read
Has the time come for oil tanker consolidation?
I have been thinking about two important changes in oil markets that are bound to affect tanker markets. These are in addition to the...
Mark Williams
Feb 1, 20182 min read
bottom of page