Welcome back to "Freight Up," your go-to podcast for insights into the major freight and bulk commodity markets from FIS. I'm your host, Jess.

We'll start with our regular guest Ben Klang providing the latest updates on the dry freight markets across all vessel segments.

Ben will discuss recent trends, index movements, and key drivers shaping the freight landscape.

Next, we have a special segment focusing on the US steel industry with Martin Vera, a senior commodities broker, and Catherine Wang, a steel desk broker, joining us from our US offices.

They'll share insights on US HRC futures, the unique aspects of the US steel market, current volatility, and future outlooks.

We'll also touch on the impact of Mexican steel imports and the state of US domestic raw steel production.

Rounding out the episode, Hao Pei is back to give us the latest on ferrous products, including a closer look at recent developments in the iron ore and coking coal markets.

Listen in for an informative discussion on freight, steel, and ferrous commodities, as we navigate the complexities and opportunities in these dynamic markets.

You won't want to miss it!

00:00 Jess with the freight market update.

04:22 Rates hit high, trading mostly range-bound.

10:33 US steel industry: 80 million tons yearly, electric arc furnaces dominant.

12:15 Implied volatility on front end contracts at 25%.

16:36 Difficulty in steel production led to price spikes.

19:09 US steel producers foresee price rebound in 2024.

22:21 Iron ore correction, train impact, China equities.

Welcome back to "Freight Up," your go-to podcast for insights into the major freight and bulk commodity markets from FIS.

I'm your host, Davide, and it's time once again for the latest updates and movements in major freight and bulk commodity markets.

Joining us are Hao Pei from Shanghai to discuss the iron ore market and Archie Smith, who will break down the fuel oil sector.

We'll be covering everything from the recent dip in the US unemployment rate and China's inflation trends to fluctuations in iron ore and fuel oil prices.

Listen for insights on market movements, coal demand, and the latest data impacting our industry.

Don't forget to follow the podcast and our company page on LinkedIn, and download our FIS Live app to stay ahead with the freshest freight and commodity analysis.

Let's get started!

00:00 Shipping rates fluctuate, handysize index remains flat.

05:25 Futures prices and open interest continue to rise.

08:30 Attempting to persuade market on resilient iron ore demand in China.

12:15 Trump's impact on oil market, weak China imports.

Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.

I'm your host, Davide, and in this episode of Freight Up, I'm thrilled to bring you a special episode delving into the energy market with my US colleagues.

Joining me today are Daniel and Miguel, as we explore the US energy sector.

Together, we'll be discussing the impact of various factors such as EV cars, oil production, OPEC cuts, monetary policy, and geopolitical tensions on the energy market.

We'll also talk about the nuances of these elements and their implications for the future of the oil market in the year ahead.

FIS Live

01:00 China's industrial production rises, Bank of Japan raises interest rates, Brent crude prices surge, EU tariffs on grain imports, volatile FFA market movements.

02:00 The Dry Freight FFA market update, Panamaxes and iron ore.

03:54 US market experts Daniel and Miguel on OPEC and inflation.

12:32 Federal Reserve's tightening policy impacts global economy.

16:26 Bunker industry resilient, adapting to new routes.

17:42 Oil prices likely to rise, reaching $80-90.

A short, sharp update this week as we discuss the jump in oil prices, the bounce back on iron ore, and of course the Capesize rates having gone to the Moon.

With ESG concerns at the forefront, and debate on the future of bunker fuels, we ask our 'oracle' at Integr8 fuels, Anton Shamray, for his thoughts on the future direction of this vital market. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Storm clouds are gathering ahead of Q4, but with soaring freight, sliding iron ore, and confident oil, we look at where we might be headed. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Where will these markets go? Freight, iron ore and oil get the technical treatment, with our Senior Technical Analyst Ed Hutton in this week's podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Get in your gamble straddles and ride out Q4 in comfort? Hear about that suggestion and what’s been driving the freight and commodity markets in this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

As we review the markets and our correct calls from last week, join us for insights as we look into the crystal ball of commodities on freight, oil and ferrous. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Time to go green? Voluntary carbon contracts are here to help. Hear about those and what's happening in the oil, freight and ferrous markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Laudate Nostradamus! With our freight and apocalyptic iron ore calls from last few weeks coming true, we look at what’s been going on in the ferrous, oil and freight markets this week. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Iron ore leads the fall as we discuss Chinese emissions targets, OPEC+ production, and typhoon congestion affecting the ferrous, oil and freight markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

With the growing ESG revolution and growth of EVs we talk to Jack Nathan, Peter Hannah and Will Adams about battery metals alongside an update of freight, oil and iron ore markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.

I'm your host, Davide, and in this episode of Freight Up, we're covering the fuel oil arbitrage, and the latest on the Capes.

We start with a roundup of the latest macroeconomic news, discussing topics such as China's consumer price rise and US employment rate.

We then hear from our team of 'Freight Uppers' on the topics of iron ore, dry freight, and fuel oil.

Hao Pei provides insights into the significant drop in the iron ore market and potential signs of reversal.

Ben Klang shares the shifts in the dry freight market, including the impact on the FFA market.

Archie Smith discusses the impact of data releases, including the OPEC monthly report, on the fuel oil market and explains the volatility in the front month high sulphur fuel oil east-west differential.

What are you waiting for?

Click play on the episode and listen in as we break down the complex world of freight and commodities.

FIS Live

00:00 US inflation stable, freight market movements summarised.

03:51 Iron maintenance stable, but dropped on Friday.

08:36 Capes experienced choppy FFA market, with increases.

12:56 OPEC lowers production; CPI stays steady. API data shows crude stockpile decrease.

15:19 Asian buyers support prices, European prices higher.

We hop into the world of Ferts with our Aussie broker Andrew Manna walking us through this growing market, alongside our usual discussion on Freight, Iron ore and Oil. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

As the UK looks to relax covid regulations next week, the team discuss what’s happening in the freight, iron ore and oil markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This week is all about that base. Nick McClements talks about the base metal market after we explore the freight, iron ore and oil markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Emissions contracts, what are they good for? Absolutely everything. Alongside our usual market updates we delve into the world of carbon emissions with Alex Moore. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Have you met coal? With coking coal finally making significant moves we invite Dave Powell to talk to us about this vitally important commodity. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

As Capes jump over 50% week on week, we discuss the 'extra-terrestrial' trajectory and where it could go, as well as the oil and iron ore markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This week’s podcast we are joined by Peter Hannah – Index Manager at Fastmarkets – to talk about the future of Iron Ore and the ferrous complex. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

All aboard the Commodity Express as we talk about the movers and shakers from the rollercoaster of freight and commodity markets this week. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Scrap your friends and listen to this week’s podcast – Volatility in oil and freight, collapsing iron ore, and we take an in depth look at CME and LME steel and scrap contracts, as well as the upcoming SGX Shanghai rebar contract. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

With storm clouds over London this week, we try to clear things up about what's been happening with the dramatic falls on freight, whispers of Iranian oil coming back, and strong steel mill margins in China, on this week's Castaway podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.

I'm your host, Fernanda and in this episode of Freight Up, I'm joined again by Davide, the newest member of the "Freight Up" team.

The episode highlights the significant surge in Cape Size index and its impact on the FFA market.

Hao Pei provided valuable insights on the iron ore market, discussing China's recent policy updates and their implications.

Ben Klang discussed the movements in the dry freight market, providing detailed insights into the Cape FFA market and its impact on the wider market.

He elaborates on the increasing physical activity in the Pacific and steady rates in the Atlantic region, along with the high demand for the c five iron ore route.

Ben's analysis highlighted the strong volumes and trading activities in the Cape, Panamax, and Supermax vessels, offering a comprehensive overview of the dry freight market.

Archie Smith provides a hot take on OPEC's extended cuts and the future of Brent crude prices.

He sheds light on the impact of Russia's decision to cut a further almost 500,000 barrels a day in production and exports in Q2, which surprised the market.

Archie's analysis suggests that mere cuts might not be sufficient to reach the $100 per barrel mark, emphasising the potential influence of geopolitical tensions.

Additionally, he discusses the volatility in low sulphur fuel oil cracks and spreads, offering valuable insights into the fuel oil market.

FIS Live

00:00 Big conference discussing stimulus and government policies.

06:25 Cape FFA market sees fluctuating rates.

07:52 Week's maritime markets saw mixed performance.

13:49 Monday morning saw significant swings in cracks.

14:44 Oil prices fall due to lower settlements.

Iron ore is at record highs, driven by insatiable domestic Chinese demand. So, we have renamed it IronCoin in honour of its meteoric rise from last year. Hear all about it and our usual freight and commodity markets on this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Japanese power, a red-hot Cape market, rising oil, and iron ore around record levels. Get updated on our main markets as well as battery metals and lumber on this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

'No Smoking here - It's the Castaway Emissions Special! Join us with our special guest Andrew Glass of Viridios Capital and Avatar Commodities to discuss Emissions Offsets and their effect on the world of shipping and commodities. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Garden gnome shortages, green levies and rising commodity prices, find out all about it in this week’s podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

In our 50th episode, we look at the market movements in the year since we started, as well as updates on dry freight, iron ore, tanker and oil markets, plus info on the transition to Panamax 5TC contracts Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Post Easter trading regrets? Don't worry, get an update on what's happening in the Freight, Iron Ore and Oil markets on this week's podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Crisis in the Suez! We talk to Peter Stallion our Container broker to find out what's been happening, along with our usual freight, ferrous and oil updates. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Serious volatility in air passenger travel has us asking CEO Mark Howarth of Skytra about their index for air passenger travel pricing. Learn about incredible new tools for hedging and trading this vital sector, along with our usual news and updates, on this week's Castaway. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Wo is mein Handy? Here it is! Special guest Hans-Christian Olesen joins us to discuss the Baltic Exchange’s new Handysize index and the transition from Panamax 4TC to 5TC in our freight market special. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Confused? Missed last week’s volatile markets? Look no further, listen to this week’s Castaway to get updated on our main shipping and commodity markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.

I'm your host, Fernanda and in this episode of Freight Up, I'm joined again by Davide, the newest member of the "Freight Up" team.

We're once again bringing out our big gun 'freight-uppers' to unravel the recent fluctuations in the freight and commodities market.

We'll be exploring the reasons behind the substantial increase in the Cape size index, analysing the concerns surrounding the iron ore market, and discussing the impact of macroeconomic news and geopolitical tensions on market dynamics.

Together with Davide, we'll be talking to Ben Klang, Archie Smith, and Hao Pei, and we'll provide you with comprehensive insights into various market movements and offer projections for the future.

This episode is a must-listen for anyone seeking a deeper understanding of the complexities and trends within the freight and commodities industry.

FIS Live

00:00 US sanctions Sovcomflot; Vale expects iron ore growth.

Market movements: Cape +33.8%, Panamax -7.3%, Supermax +8%, Hennessy +11.8%.

05:26 Oil price range-bound due to conflicting factors.

09:04 OPEC cuts didn't work, US production rampant.

10:44 Latest article on LinkedIn discusses global spare capacity.

13:59 Cape size market rallied amid significant activities.

19:48 Slow recovery on construction sites after Chinese New Year.

22:43 Market participants desensitized to macro stimulus, news.

24:12 China's iron ore recovery is uncertain.

Don’t get caught napping on China’s 5 year plans, OPEC meeting and commodity market movements. Listen to this week’s podcast where we update you on iron ore, steel, freight and oil markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Record volumes and incredible volatility. Listen to John B, CEO of FIS, on what's been happening in the dry freight markets and the reasons behind it, on this week's podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This week we are joined by Charlotte Radford - minors, ores and alloys editor at Fastmarkets - to discuss the increasingly important cobalt market, alongside a brief markets update. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Iron Ore and Ferts have had a rollercoaster of a week, while Capes continue their slide, listen to all the analysis pre-CNY on this week's podcast. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

IO and Dry Freight tumble, as European HRC stays strong. Hear analysis from the team across our markets, on this week's Castaway podcast - now on Tuesdays! Disclaimer: freightinvestorservices.com/castaway-disclaimer/

All the interest is in the Steel and Iron Ore markets this week, as Tom gives us insight into what is happening, as margin rates for mills turn negative. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Castaway is back with our market updates for Freight, Fuel, Iron Ore, Fertilizers and Tankers, with a special mention for FIS’s first Cobalt trade, tune in now! Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Whether you’ve been Naughty or Nice, tune in to our special episode ‘The 12 Commodities of Christmas’ to hear the team break down the year’s price action and trends across all our products, along with the usual news and comment. Disclaimer: freightinvestorservices.com/castaway-disclaimer/.

Caught off guard by the Iron Ore moves? Listen to this week's Castaway podcast where Chris, Tom and Kerry have it covered, along with all our markets.

Disclaimer: freightinvestorservices.com/castaway-disclaimer/

This week is our Brazil special. Tom, Alex, Chris, and Kerry are joined by Roberto Doring, Deputy Head of Mission to the UK, to discuss the past, present and future of Brazil’s presence in the commodity complex.

Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.

I'm your host, Fernanda and in this episode of Freight Up, I'm joined by Davide, the newest member of the "Freight Up" team.

We're going to explore the intricate world of freight and commodities.

From the dry freight market to battery metals, we cover a wide range of topics.

We'll discuss China's economy, iron ore demand, mining developments, and uranium, shedding light on the market movements in various freight indexes.

Davide offers valuable insights on the battery metals market, including recent price movements, policy impacts, and future growth prospects.

We also have our senior technical analyst Ed Hutton on with us sharing his expertise on the dry freight market, delving into market volatility, spreads, and potential bullish signals.

It's a content-packed episode that you don't want to miss on "Freight Up".

00:00 China's economy experiences deflation, PBOC takes action.

03:54 Indexes show gains and some decreases.

08:36 Physical market importance grows, derivatives on debt launch.

09:56 European Commission forecasts significant rise in demand.

14:21 Historical spreads and futures indicate bullish outlook.

17:59 Shipping market spreads overexposed, potential imbalance.

19:43 Market needs rebalance, spreads signal overexposure.

End-of-year-feeling in your markets? Longing to get away? Join the team as they wing it and discuss the new Baltic Exchange Air Freight Index on this week's Castaway.

Disclaimer: freightinvestorservices.com/castaway-disclaimer/

China's coal imports continue to fall along with Cape freight, while oil and iron ore push, and the Baltic launches a new airfreight index - we discuss it all on Castaway this week along with our award winning app! markets.Disclaimer: freightinvestorservices.com/castaway-disclaimer/

Join this week's Election Special on Castaway as the team discuss the implications of a Biden Presidency, a Vaccine, and more on our commodity markets. Disclaimer: freightinvestorservices.com/castaway-disclaimer/