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The Big Picture
The Big Picture: Politics vs. fundamentals
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US recession risk
Consumer confidence decline
March 11, 2025
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Slower Indian coal imports in the Q4 2024 and early 2025
March 06, 2025
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Chinese steel exports and the era of trade protectionism
February 27, 2025
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Plans to charge Chinese ships at US Ports
COSCO and MSC face significant exposure to these fees
February 26, 2025
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China’s reduced appetite for corn and the consequences for Panamaxes
February 20, 2025
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Indian diesel/jet exports to Europe switch to shorter routing during Houthi’s tentative ceasefire
March 11
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Capesize trade flows in the Q1
March 11
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Mexico and Canada hit by US tariffs, but specific exemptions still possible
March 06
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OPEC to go ahead with production increase in April
March 05
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US targets Chinese dominance in maritime sector with new port fees proposal
February 28
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US slaps more sanctions on Iranian oil
February 28
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EU and UK agree more sanctions on Russia
February 28
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EU suspends sanctions on Syria
February 28
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First Dar Blend cargo in a year loads Sudan
February 28
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Trump plans to end Chevron license in Venezuela
February 28
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