Into the Futures: The commodity derivatives podcast brought to you by Freight Investor Services – Details, episodes & analysis

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/