FIS CASTAWAY – EPISODE 13

This week the team talk $6 million dollar bail, Cape splits, and EU travel bans; all this is alongside our usual in depth analysis of the supply and demand factors affecting commodity market prices.   Available now on the FIS website (www.freightinvestorservices.com/media )   Spotify https://open.spotify.com/show/7yMLsm5s8tLtrCQr7bG8wD?si=FW6Rvj9HRjClAx3vRjq8iw   And Apple https://podcasts.apple.com/sg/podcast/fis-castaway/id1507094242  

Ferts in Focus 24/6/20

Focus in international urea markets has been on India’s most recent purchasing tender by RCF, and whether it would support the recent rebound in global urea prices. Early reports of sub $240/t cfr being offered for both east and west coast India point to softer prices globally. The question now, is how much volume will …

ShipShape: The Long and Winding Road

It is one of the best-known Beatles songs from their final studio album Let It Be, but it also encapsulates perfectly the challenge many commodity markets face as they begin to recover from the enormous disruption of Coronavirus.   The pandemic has impacted every metric you can think of: quantitative easing, government debt, unemployment, share …