Episodes
Decoding carbon offsets and exploring the voluntary carbon market with Viridios Capital Welcome back to Freight Up! It's the (mostly) weekly podcast from Freight Investor Services - or as we're more affectionately known - FIS.  In this week's episode, we’re revisiting an older conversation around the world of international shipping and its impact on greenhouse gases and carbon emissions trading. Producer Neal sits in for Fernanda and the rest of the Freight Up podcast team and recasts a...
Published 08/24/23
Riding that freight rollercoaster once more with updates on the Cape, Panamaxes and Iron Ore! Welcome back to "Freight Up!", the podcast from Freight Investor Services that brings you all the latest news and insights from the world of freight and logistics.  In today's episode, we’re discussing the significant fall in price and aggressive moves that are shaking the industry. Joining us on the show are our industry experts Kerry Deal, Hao Pei, James Robinson, and Archie Smith, providing...
Published 08/10/23
Insights from China's Politburo Meeting - James Robinson Shares Key Takeaways Are you interested in gaining insights into the potential impacts of China's Politburo meeting on the iron ore market? If so, this is the episode of our Freight Investor Services podcast for you.  This week on "Freight Up!", James Robinson will be sharing valuable information that can help you understand the impact of the meeting on the markets.  By listening in, you’ll be bang up to date with the knowledge...
Published 08/03/23
The steel market 'summer lull' - is it over? The steel industry is undergoing something of a transformation. With the green movement propelling changes and the rising importance of scrap, stakeholders in the industry must be prepared for evolving market dynamics. While the summer slump is expected, the underlying changes are what will define the future of steel. In this week's episode of Freight Up, our Freight Investor Services podcast, we delve into that story, as well as getting the...
Published 07/27/23
Oil Price Fluctuations Our week started with some serious drama.  And our man Archie Smith was all over it, and reveals all to us in this episode.  Listen up to hear what led to him saying the below quote: "This has been quite an eventful week for oil". - Archie Smith You've honestly got to hear it to believe it! Archie Smith and James Robinson join us for more insight from the Fuel Oil and Iron Ore desks! We're joined for the first time by Peter Stallion. Excitingly, our...
Published 07/20/23
Stay Ahead of the Game! Ed Hutton shares technical analysis insights with you Does this sound familiar?  You're constantly analysing market trends, trying to make sense of the fluctuating freight industry. But no matter how hard you try, you just can't seem to grasp the bigger picture. You've been told to rely solely on fundamental analysis, but it's left you feeling frustrated and lost. The pain of missing out on profitable opportunities and making costly mistakes is overwhelming. ...
Published 07/13/23
From Quotas to Cuts: The Turbulent High Sulphur Fuel Oil Market Does the volatility in the high sulfphur fuel oil market feel all too familiar? Have you been told that closely monitoring crude oil importing quotas and export cuts is the key to understanding this volatility? But despite your efforts, you're still left without a clear understanding of the factors driving this market's unpredictability?  The pain of taking ineffective action and not getting the desired results can be...
Published 07/06/23
Strong Demand Drives Rally in High Sulphur Fuel Oil Unforeseen winds of change swept through the freight industry as iron ore prices soared, driven by the unwavering commitment of China's Premier Li to bolster domestic demand. Freight industry traders and professionals! Brace yourselves for a rollercoaster ride.  This unexpected twist in the market will challenge conventional strategies, forcing you to question the status quo. Will you adapt and seize the opportunity to redefine your...
Published 06/29/23
Solving Data Discrepancies: The Fix for Improved European Positioning with Joshua Stern! Welcome to the latest episode of this FIS podcast in which we talk data discrepancies, new algorithms, HRC markets, the Rebar market, China's influence and the economic strategy, Brent's price and much more! Pssst! Here's the post Josh refers to in the episode! My special guests this week are Ricky Forman, Joshua Stern, James Robinson! "Improving transparency in market data is key to making...
Published 06/22/23
And how the US strategic petroleum reserve affects fuel oil market Welcome to the latest episode of this FIS podcast which this week is delving more deeply into the carbon market! "We've created a solution to the whole problem and we've created two transactions, so now the market will know that there's been two transactions, so the market has now got some enthusiasm about that." - Theo Goulios Do you want to stay ahead of the game in the commodities industry and make informed business...
Published 06/15/23
In this episode of Freight Up from FIS: We explore the complex dynamics of oil and fuel markets shaping the global economy. The ramifications of output cuts and their influence on oil markets. How recessionary pressures affect the fuel industry and its future prospects. The importance of Europe's increasing energy independence and its repercussions. Examine the burgeoning activity of high five spreads in the bunker market and their importance. Nick McClements, a skilled base...
Published 06/08/23
In this episode: Discover the challenges in green ammonia production and how market turbulence affects the shipping industry. Investigate the role of Brent Crude Futures Complex prices on international economies. Uncover the implications of the OPEC+ meeting and its relation to Iranian oil transportation. Delve into long-term iron ore contracts, seaborne coal valuations, and the impact of China's demand. Determine the effects of e-commerce on shipping, the last-mile delivery...
Published 06/01/23
Fuel Oil Update As the fuel oil market exhibits an absence of clear direction, corporate energy traders who rely on fuel oil may find themselves in a difficult situation. With environmental regulations and external factors at play, volatility is becoming a more common occurrence in the industry. This instability brings forth potential risks that can deeply impact businesses and their bottom lines. As a result, devising a strategic approach will be crucial in maneuvering through this...
Published 05/25/23
As steel prices continue to fall and demand remains low, a critical resource is becoming increasingly important - scrap. But with concerns over maintaining the supply of scrap, the scrap market is seeing significant volatility and a shift towards a contango environment. Will anyone be able to lock in profits and manage their cash flows amidst this perfect storm? Find out in this week's episode of Freight Up! from FIS.Fuel Market Update The fuel market bears significance to the steel industry...
Published 05/18/23
Investors who follow fuel oil markets - you need to listen to this episode! We've got some up to the moment news from Archie Smith on the jump in oil markets and year on year overall CPR data leading to new confidence! It's time to separate fact from fiction. Join our contributors Archie Smith, Joshua Stern, and Hao Pei as they share the truth about market movements so that you can get crucial insight and make informed investment decisions.Physical Market Liquidity We also discuss the...
Published 05/11/23
Our guest this episode is Professor Nikos Nomikos, an expert in shipping trade and finance. He has experience in researching freight derivatives and their use in managing freight exposure for shipping companies. In an insight packed 20 minutes on the Freight Up podcast from FIS he notes that charters are more active in the freight derivatives market than ship owners, who primarily focus on managing costs to survive the volatile shipping markets. However, shipping is an industry ripe for...
Published 05/09/23
Are you a trader seeking to stay ahead of fuel oil market fluctuations? Listen to this episode and discover how Ricky Forman and Kerry Deal can provide you with valuable insight into the dynamic and ever-changing fuel oil market, giving you a heightened understanding of market sentiment and volatility."I'm naturally quite a risk adverse person. So when it comes to the market, I'm always a person that just believes in hedging and then moving on." - Ricky FormanOur guest speakers this week are...
Published 05/04/23
The latest episode of "Freight Up" our freight and commodities market podcast provides more insights into the current state of the market, from our various desks. This week our correspondents offer updates on various commodities, including crude, oil, steel, ferrous and fertilizer. As always, they're offer our listeners analysis and advice to help traders make informed decisions.One key takeaway from the episode is that crude oil prices have dipped below $81 per barrel due to the impact of...
Published 04/27/23
Are you wondering about the impact of the G7 price cap on Russian crude oil, or the relationship between the cyclone in Western Australia and freight rates? Ignore all the noise around the complex web of speculation and misinformation. Get the latest insights directly from the experts. G7 Price Cap on Russian OilIn the world of the fuel oil market, there have been discussions around the current $60 per barrel price cap set by G7 nations on Russian Euros crude. This cap has stood untested for...
Published 04/20/23
An update from steel market expert Joshua Stern rounds up the freight up talk in this week's episode. We also learn how the market's contending with the devastating effects of a natural disaster in Turkey.In this episode, you will learn:The Euro scrubber spread's effect on fuel oil market and vessel values.Gain insights into the trends and rates of Cape and Panamax shipping markets.Recognize the growth of steel market through hot rolled coil as a crucial indicator.Acquire knowledge on risk...
Published 04/13/23
From the rise of iron ore shipments from Australia to booming coal exports from Indonesia, the freight industry can sometimes seem too good to be true. But is danger looming on the horizon? With potential production cuts to Chinese steel, will the market be able to sustain itself? Join 'Freight Up Fernanda' to follow the twists and turns the freight market's throwing up for us this week, and listen to learn whether it can continue to defy the odds!In this episode, you'll learn: 1. Discover...
Published 04/06/23
The FIS Freight and Commodity podcast this week features our new communications manager, Fernanda. She'll be the new host of this podcast as of the next episode. In this latest episode, the current host, Mo, introduces Fernanda and plays three important clips from past episodes. These include Chris Hudson, the previous host who started the podcast. Mo also talks about his feelings during the transition period and how he felt when Chris left the department. He also shares a clip of the time he...
Published 03/29/23
FIS were at the forefront of the Singapore Exchange Container futures launch in February 2023. We discuss the launch of the four contracts and the outlook for the Container market in 2023.
Published 03/22/23
A discussion on the impact of Silicon Valley Bank turmoil on the commodity complex; includes Crude Oil, freight, metals, and ferrous complex.
Published 03/15/23
A discussion on the price dynamics of EUAs and how shippers can manage their carbon risk. With special guest, carbon markets and shipping expert Richard Stephenson.
Published 03/08/23