Tag archives: CC

Freight and Commodity Podcast 15/03/23

A discussion on the impact of Silicon Valley Bank turmoil on the commodity complex; includes Crude Oil, freight, metals, and ferrous complex.   Click Below to Listen:     Website – https://freightinvestorservices.com/fis-podcast/   Spotify – https://open.spotify.com/episode/3wdlnjCwsXjxz7FqQOla0S?si=6Svyu2-4SFuTH8StAlGoNw   Itunes –https://podcasts.apple.com/gb/podcast/episode-122-15-03-2023/id1507094242?i=1000604330096  

Daily Virtual Steel Mill Report 15/03/22

Market Verdict on Iron Ore： • Neutral.   Macro： • The U.S. recorded an annual CPI of 6% in February without quarterly adjustment, which has declined for the eighth consecutive month and is the lowest since September 2021. The monthly CPI rate of the U.S. recorded 0.4% after the quarterly adjustment in February, the lowest …

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Daily Virtual Steel Mill Report 13/03/22

Market Verdict on Iron Ore： • Neutral.   Macro： • U.S. February non-farm payroll increased by 311,000, estimated up 225,000, last 517,000. U.S. February jobless rate at 3.6%, est. 3.4%, last 3.4%. • U.S. federal reserve announced emergency bank financing program(BTFP). The Ministry of Finance will provide $25 billion to support bank loans. According to …

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Daily Virtual Steel Mill Report 09/03/22

Market Verdict on Iron Ore： • Neutral.   Macro： • U.S. January ADP new added jobs 242,000, higher than expected 200,000. Job vacancies in the month dropped to 10.8 million. • China January CPI up 1% on the year, estimated 1.9%, last 2.1%. China January PPI down 1.4% on the year, estimated 1.3%, last down …

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Freight and Commodity Podcast 08/03/23 – Carbon EUA pricing, Shipping and Our New Consultancy

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.   Click Below to Listen:     Website – https://freightinvestorservices.com/fis-podcast/   Spotify – https://open.spotify.com/episode/6QFYgwvStlQTui173csh3c?si=SMUC5nCoTT2JmWwYcXCgLw   Itunes –https://podcasts.apple.com/gb/podcast/episode-121-08-03-2023-carbon-eua-pricing-shipping/id1507094242?i=1000603288600  

Daily Virtual Steel Mill Report 08/03/22

Market Verdict on Iron Ore： • Neutral.   Macro： • Federal Reserve Chairman Jerome Powell said in his congressional testimony that he would further raise interest rates to achieve the 2% inflation target. The final interest rate level is higher than previously expected. If necessary, he would accelerate the pace of interest rate increase. Powell …

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