Episodes
Capes Climb and Arb opportunity on Iron Ore Spreads
This latest episode of Freight Up tracks the markets with a strong focus on capesize bulk carriers and the shifting opportunities in iron ore spreads. I’m Jess, and alongside Davide, I’ll be steering you through what’s been a dynamic couple of weeks across freight and commodity markets. This week, ...
Iron ore drops and HSFO cracks at historical highs
Iron ore has seen a sharp drop recently, and high sulphur fuel oil cracks have surged to levels not seen before—two standout moves that framed this episode of Freight Up. Hi I’m Jess, and alongside Davide and the team, we walk you through what’s really driving these changes in dry bulk freight and ...
Tariff suspension provides short term boost to commodity markets
The main story across freight and commodities over the past fortnight has been the headline-making 90-day tariff reduction between the US and China. Hi, I’m Jess, and on this episode of Freight Up, myself and Davide unpack how this policy shift has tempered volatility and delivered a short-term lif...
Global events shaping the commodities markets
Markets this week have been shaped by a volley of global events, each leaving its mark on commodities and freight. We’ve seen flat performances across dry freight indexes, despite slight gains in Capesize and Panamax sectors, and a muted Supramax uptick offset by minor losses in Handys. Oil and equ...
Tariffs, Trade, Trump: A brief history and future of the global economy
This podcast episode delves into the pressing topic of the current state of the freight and commodity markets, particularly in the context of the influence of Donald Trump’s administration. The discussion initiates with an analysis of recent fluctuations in key commodity prices, including significa...
How electric arc furnaces are adding new steel capacity in the US
If you’re looking to gain an understanding of how the steel industry is transforming, then this episode of "Freight Up" is for you.
China's steel restrictions and a new lithium contract
In this episode, we explore significant price fluctuations in the iron ore market with Hao Pei decoding the impacts of China's crude steel restrictions and market rumours on iron ore prices. Hello, we're Jess and Davide, and we welcome you back to another insightful episode of Freight Up – your go-...
Freight Up! (And iron ore DOWN)
This is Freight Up, the place where we unpack the labyrinth that is the freight and commodity markets. I'm Jess, one of your guides on this voyage, alongside my co-host Davide. In this episode, we'll be diving headfirst into the current resurgence of the freight market with Ben Klang, while parsing...
Capes at a Two-Year Low and Gas Markets Volatility
In this week's episode, w e'll explore the recent movements in the dry bulk freight rates, where the cape size segment has notably hit a two-year low, and the factors influencing these changes. Hello, we're Jess and Davide, and we welcome you back to another insightful episode of Freight Up – your ...