Welcome to a special episode of Freight Up, our last for the year!

As we head into the holiday season, today's episode is packed with everything you need to get up to speed with the latest happenings in the freight and commodity markets.

Whether you're taking a break from the Christmas rush or wrapping up your year-end strategies, you won't want to miss this detailed analysis of market trends, economic indicators, and expert forecasts.

First up, Davide kicks things off with an update on the key market movements over the past two weeks.

We’ve seen some significant job growth in the US, with 227,000 jobs added in November, but this hasn't been enough to counter ongoing challenges in the freight markets.

For instance, the Capesize index has plummeted.

Our analysts Ed and Hao Pei dive deep into the technical and fundamental aspects of these trends, providing an illuminating discussion on what's driving the market's bearish outlook and what we might expect as we move into 2025.

After listening, you'll walk away with a comprehensive understanding of the current state of the freight and bulk commodities markets.

You'll learn about the impacts of Chinese industrial performance and US economic data on market movements, how the Panamax and Supramax segments are faring, and the projections for the iron ore market in the coming year.

This knowledge will equip you with actionable insights to adjust your strategies accordingly, be it for short-term trading or long-term investment planning.

So, sit back, put down your WSJ or Times newpaper, grab another cuppa, and let's make sense of the markets together on this festive edition of Freight Up.

Links referenced in this episode:

• fis.live

Companies mentioned in this episode:

• Boeing
• Freight Investor Services
• Capesize
• C3
• C5
• Panamax
• Supramax
• C3
• C5
• FIS Live
• China
• India
• EU

In this episode of Freight Up, we tackle the major shifts and trends in the freight and bulk commodity markets that have unfolded over the last two weeks.

I'm Jess, and together with Davide, we'll guide you through the latest developments, featuring insights from our guests, Hao Pei, and Archie Smith.

If you're keen to understand the dynamics currently shaping iron ore, steel, and fuel oil, this episode is essential listening.

We'll kick things off with an update on the economic indicators from major markets like the UK, Japan, and Germany.

You'll learn how inflation trends are diverging in these countries and the implications for global trade.

Moving forward, we delve into manufacturing activities in China and the U.S., examining their impact on the freight indices.

We'll break down the significant downturn in shipping indexes, detailing the struggles faced by the Capesize, Panamax, Supramax, and Handysize segments.

By focusing on these movements, you'll gain a clearer picture of the pressure points in global shipping.

We'll discuss the turmoil in the dry bulk market, especially the surprising drop in freight rates during what is typically a peak period because of China's year-end restocking.

We'll address the role of geopolitical events, such as the typhoon in China, and market holidays like Thanksgiving in the U.S., that have contributed to market sluggishness.

With Hao Pei's expert take on global steel tariffs and China's internal housing market stimuli, and Archie Smith's deep dive into the high sulphur fuel oil market shifts, you'll come away with actionable insights.

By listening to this episode, you'll be equipped to make informed decisions, anticipate market movements, and leverage the latest trends in the freight and commodity markets.

Don't miss out on these critical updates that can shape your strategies in the weeks to come.

The key movements and news of the markets followed by us at Freight Investor Services

Hello, and welcome to this week's Freight Up podcast.

I'm Jess.

Together with Davide, we'll guide you through this episode, packed with insights and analysis.

Today, we're covering a lot of info despite Archie Smith missing our segment on fuel oil.

We'll kick things off with the latest updates in the freight market, diving into index movements over the last two weeks.

From the steady but modest shifts in the Panamax market to the more dramatic fluctuations in Capesize contracts, we'll give you the detailed breakdown you need to understand these currents.

Next up, we're diving into the iron ore sector with insights from Hao Pei in Shanghai.

As Hao discusses, the iron ore index saw a rise and fall this week.

He analyses the geopolitical and economic factors that contributed to these movements.

Hao's analysis will equip you with a nuanced understanding of how global events shape this crucial commodity market.

We also touch upon the coking coal market.

For more detailed analysis and up-to-the-minute insights, make sure you're subscribed to our podcast and following us on LinkedIn.

You can also get the Freight Investor Services app, FIS Live, to never miss a beat.

Remember, staying informed is key to staying ahead. Thanks for tuning in to this episode of Freight Up.

See you in two weeks for our next episode delving into the freight and commodity markets.