Oil Through the Looking Glass 08/10/2020

* In A World with Too Much Oil, OPEC+ Sweats Its Next Move* OPEC+ is considering its next move after implementing a 3-phase plan of output cuts over the course of 2020 and into early 2021. Demand recovery is slower than expected and prices are lower than many had hoped for which has meant that …

FIS CASTAWAY – EPISODE 27

Please click below to view the report   This week, as China takes a holiday, the news stream for the rest of the world is incredibly active. From rocketing Freight to flat Tankers, find out the impact on Commodities markets with Chris, Kerry and Tom.     Available now on:   Website https://freightinvestorservices.com/blog/fis-castaway-eps-27-unprecedented-coverage-in-unprecedented-times/   Spotify  …

Oil Through the Looking Glass 01.10.2020

India’s Gasoline Sales Jump to Pre-Covid Levels in September, Diesel Improves Indian refiners reported sales have risen to pre-pandemic levels in September for gasoline but there has been a reported drop off in diesel sales as loosening restrictions sparked energy consumption and economic activity.  Indian state refiners sold 2.2 million tonnes of gasoline, up 1.85% …

FIS Tanker News Update

VLCCs head south   After a short resurgence in TD3C worldscale levels, they are once again on their way back south. The first decade of September saw values on a rollercoaster, dropping to a low of ws24.75 before seeing a good steady climb out of this rut to a much-needed peak at ws38.39 on (14/09) …

Oil Through the Looking Glass 29.09.2020

Tankers carrying Iranian fuel begin entering Venezuelan waters The first group of three tankers have entered south American waters carrying 270,000 barrels of gasoline for a starved Venezuela, which arrived in their waters at 8.05 EDT. The vessel arrived after crossing the Atlantic Ocean and Caribbean Sea without any disturbances, with 2 more vessel due …

To catch a falling knife

It started overnight with the equities and the iron ore coming under pressure. Fears about banking, the global economy, and the horror that we call the Pandemic. However, this sell off feels like it might have more behind it. Since March, equities, iron ore, steel and base have shrugged of the global economic slowdown. The …

FIS CASTAWAY – EPISODE 24

Confused by market jargon? Getting your stochastic mixed up with your doji stars? Then don’t fear! This week’s special podcast episode explains all about market technicals and how to use them with FIS technical research analyst Ed Hutton.   Available now on: Website https://freightinvestorservices.com/blog/fis-castaway-eps-24-unprecedented-coverage-in-unprecedented-times/ Spotify  https://open.spotify.com/episode/3tXBm8aTEgEf9vK7kKIsKj?si=v-WRJWu3RIeXFy6o7NDEvg And Itunes https://podcasts.apple.com/gb/podcast/fis-castaway/id1507094242#episodeGuid=aacbc42e-90c9-a808-518e-a244416f7bcf   Disclaimer: This podcast is a marketing communication and …

Castaway Podcast Episode 23 Available Now

How are the markets pricing the US election? What’s in store for capesize freight? And why is iron ore still so high? Answer all these questions and more with a listen of this week’s Castaway – now with 50% fewer puns. Available now on:     Website  https://freightinvestorservices.com/blog/fis-castaway-eps-23-unprecedented-coverage-in-unprecedented-times/      Spotify  https://open.spotify.com/episode/3SpQJknSkltYrKcOsipe4w      And Itunes …

Tanker News Update 2/9/20

*VLCC Hopes Dwindle*   Looking at the paper TD3C, last week, saw a market that started badly, weakening as each day progressed. The lengthening of the list combined with no real enquiry or demand saw rates continue to slide with no apparent immediate solution. Spot has slipped below WS30 for the first time in around …