In this week's episode, we'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 go-to podcast for the latest in freight and commodity markets from Freight Investor Services or as some of us know us, FIS.

We'll also gain a valuable perspective from our guest Ben Klang, who provides an in-depth view of the current dynamics in iron ore and coking coal markets.

Plus, you'll hear from our highly knowledgeable carbon emissions broker, William Addison, on the evolving situation in the European carbon markets.

In this episode of "Freight Up", we're discussing the impact of Russian sanctions on HSFO and Tarrifs on ferrous.

We also look at the wider shifts in the freight and bulk commodity markets.

Hi, I'm Jess from the Freight Investor Services podcast team and I’m here to guide you through a packed agenda featuring expert insights that promise to arm you with the knowledge you need to navigate these turbulent times.

We're kicking things off with updates from Ben Klang as he breaks down market responses to new international tariffs and their implications for dry freight.

Then, we'll turn to Hao Pei for a detailed look at the impact of recent cyclones on iron ore supply and the subtle tug-of-war playing out between US and Australia over coking coal markets.

And then Archie Smith and Lewis Johns bring significant updates on how Russian sanctions are rippling through the high-sulphur fuel oil sector.

00:00 Freight Markets & Economic Updates

03:52 Hurricanes Impact Australia's Iron Ore Supply

09:49 China's Manufacturing Slowdown Signals Concerns

12:31 Crude Futures Under Pressure

15:18 U.S. Crude Fills Europe's Supply Gap

18:39 Shipping Market Optimism Amid Risks

Hello, Jess here from Freight Up! Welcome to our latest episode, "Navigating 2025 - Freight Market Trends, Tariff Turbulence, and Green Horizons."

In this episode, we take a serious deep dive into the current dynamics reshaping the freight and bulk commodity markets as we enter 2025.

You'll hear our discussions on the latest economic data from the US and China, key trends in the dry bulk market, and the impact of new greenhouse gas regulations.

If you're looking to stay ahead of the curve in an ever-evolving market, this episode is packed with insights you'll want to hear.

We kick things off with a detailed look at recent economic developments.

In our discussion with Ben Klang, we tackle the supply-demand dynamics in the dry bulk market. Ben gives us a grim outlook: a sluggish Chinese economy, Trump's proposed tariffs, and the geopolitical landscape all suggest impact.

00:00 China's Growth, Inflation, and Trade Updates

04:06 2025 Dry Bulk Market Outlook

07:45 Capesize Stabilises, Panamax Falls

09:56 US Politics Drive Oil Price Fluctuations