Tag archives: CC

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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Daily Virtual Steel Mill Report 07/03/22

Market Verdict on Iron Ore： • Neutral.   Macro： • MySteel estimated that China manufacturing orders potentially recover, while the cash flow expected to improve. Mysteel estimated the investment of manufacturing would increase by 6%. • Robert Holzmann, the ECB’s governing committee, told the German Business Daily that the ECB should raise interest rates by …

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Daily Virtual Steel Mill Report 06/03/22

Market Verdict on Iron Ore： • Neutral to bearish.   Macro： • China government work report set 5% as economy growth target in 2023 and 3% as fiscal deficit rate, which were both considered conservative from the market. The market was also focusing on the new governors lists and reform programs on institutions.   Iron …

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Daily Virtual Steel Mill Report 02/03/22

Market Verdict on Iron Ore： • Neutral.   Macro： • After implementing the quantitative easing policy for nearly 10 years, the European Central Bank has accumulated 5 trillion euros (about $5.31 trillion) of bonds. At present, the ECB will begin to remove these bonds from its balance sheet at an average rate of 15 billion …

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