168 episodes

Freight and commodities. A complex industry when it comes to investment, but the Freight Investor Services broking team are here to keep you informed! Join Fernanda each week as she chats with the incredibly knowledgeable people from various desks within the Freight Investor Services organisation. Freight Investor Services works with professionals in the freight and commodity industry to ensure we're fully on top of all things trading! With news from our fuel oil desk and general freight updates, after listening, you'll be fully educated on your options for hedging and investment.

Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services Freight Investor Services

    • News
    • 5.0 • 4 Ratings

Freight and commodities. A complex industry when it comes to investment, but the Freight Investor Services broking team are here to keep you informed! Join Fernanda each week as she chats with the incredibly knowledgeable people from various desks within the Freight Investor Services organisation. Freight Investor Services works with professionals in the freight and commodity industry to ensure we're fully on top of all things trading! With news from our fuel oil desk and general freight updates, after listening, you'll be fully educated on your options for hedging and investment.

    Freight Falls, Iron Ore's Rise & Oil Market Heats Up!

    Freight Falls, Iron Ore's Rise & Oil Market Heats Up!

    Iron Ore's Resurgence and Oil's Rally: Navigating the Current Commodity Climbs!Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
    I'm your host, Fernanda, and in this episode of Freight Up it's a mix of emotions as I'll be saying my final goodbye to you.
    But before you and I dock for the last time, let's chart the course for today's adventure through the world of Freight and Commodities.
    We'll welcome aboard Jessica Free, our very own new marketing executive, who'll share some tantalizing tidbits about the much-anticipated overhaul of our FIS Live app.
    As we navigate through today's choppy waters, we'll examine the downturn in freight indices and investigate the iron ore market's surprising resurgence.
    Plus, we'll dissect the impact of geopolitical turbulence on soaring oil prices.
    Our crew of Freight Uppers for this episode includes:
    Ben Klang, who'll talk us through bulk carrier rates
    Hao Pei, whose market insights keep us ahead of the curve
    And Archie Smith, the people's broker, who'll unpack the reasons behind crude oil's climb above $90...
    So, grab your life vest as we set sail one last time together.
    It's an honor to have been your captain here on Freight Up, and I'm thrilled to have you with me for one final voyage.
    Useful links:FIS Live
    Timestamps00:00 Freight market down, indices show negative trends.
    04:36 Capes rates decreased, but recovered slightly.
    09:23 China decreases mortgage rate, boosts housing market.
    10:58 Iron market indicators improving, sustainable rebound expected.
    14:33 OPEC continues production cuts, Middle East tensions boost prices.

    • 17 min
    Dry Freight Drama, Iron Ore volatility and Crude Oil Cash Rise

    Dry Freight Drama, Iron Ore volatility and Crude Oil Cash Rise

    Dramatic Movements in Dry Freight Markets and Significant Rally in Crude OilHello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
    I'm your host, Davide, and in this episode of Freight Up, we're back with our usual format after the special episode on US energy last week.
    If you missed that, you can catch up here.
    We'll be discussing the latest movements in the dry freight markets, the iron ore market, and fuel oil.
    I'll start with a roundup of the latest commodity news, including the US durable goods orders, Russian oil shipments to North Korea, and the potential trade implications of the Baltimore bridge collapse.
    Then, we'll hear from our experts as Ben Klang shares insights on the dry freight market, Hao Pei discusses the iron ore market, and Archie Smith provides analysis on the significant rally in crude oil.
    Click play and join me for this insightful voyage through the current trends and developments in the freight and commodities industry.
    Useful links:FIS Live
    Timestamps00:00 Freight up with Davide: Latest commodity news.
    04:45 Shipping rates fluctuated, ending the week lower.
    08:36 Iron ore market volatility rises, directionless sentiment.
    12:21 Brent future hits recent highs, supply tightness.
    14:49 Front cracks softened and April May spread narrowed.

    • 17 min
    US Energy Insights with our American Experts

    US Energy Insights with our American Experts

    Oil, oil, Everywhere! US energy predictions and trendsHello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
    I'm your host, Davide, and in this episode of Freight Up, I'm thrilled to bring you a special episode delving into the energy market with my US colleagues.
    Joining me today are Daniel and Miguel, as we explore the US energy sector.
    Together, we'll be discussing the impact of various factors such as EV cars, oil production, OPEC cuts, monetary policy, and geopolitical tensions on the energy market.
    We'll also talk about the nuances of these elements and their implications for the future of the oil market in the year ahead.
    Useful links:FIS Live
    Timestamps01:00 China's industrial production rises, Bank of Japan raises interest rates, Brent crude prices surge, EU tariffs on grain imports, volatile FFA market movements.
    02:00 The Dry Freight FFA market update, Panamaxes and iron ore.
    03:54 US market experts Daniel and Miguel on OPEC and inflation.
    12:32 Federal Reserve's tightening policy impacts global economy.
    16:26 Bunker industry resilient, adapting to new routes.
    17:42 Oil prices likely to rise, reaching $80-90.

    • 20 min
    Fuel oil arbitrage and Capes take a breather

    Fuel oil arbitrage and Capes take a breather

    Commodity roundup: iron ore drops, Capes take a breakHello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
    I'm your host, Davide, and in this episode of Freight Up, we're covering the fuel oil arbitrage, and the latest on the Capes.
    We start with a roundup of the latest macroeconomic news, discussing topics such as China's consumer price rise and US employment rate.
    We then hear from our team of 'Freight Uppers' on the topics of iron ore, dry freight, and fuel oil.
    Hao Pei provides insights into the significant drop in the iron ore market and potential signs of reversal.
    Ben Klang shares the shifts in the dry freight market, including the impact on the FFA market.
    Archie Smith discusses the impact of data releases, including the OPEC monthly report, on the fuel oil market and explains the volatility in the front month high sulphur fuel oil east-west differential.
    What are you waiting for?
    Click play on the episode and listen in as we break down the complex world of freight and commodities.
    Useful links:FIS Live
    Timestamps00:00 US inflation stable, freight market movements summarised.
    03:51 Iron maintenance stable, but dropped on Friday.
    08:36 Capes experienced choppy FFA market, with increases.
    12:56 OPEC lowers production; CPI stays steady. API data shows crude stockpile decrease.
    15:19 Asian buyers support prices, European prices higher.

    • 17 min
    Iron Ore takes a dive – but can it rebound from 118?

    Iron Ore takes a dive – but can it rebound from 118?

    Iron Ore Index Dive: Can We Expect a Quick Rebound to $116-$118? Hao Pei Reveals All!Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
    I'm your host, Fernanda and in this episode of Freight Up, I'm joined again by Davide, the newest member of the "Freight Up" team.
    Cape Size Surge and Iron Ore Market:The episode highlights the significant surge in Cape Size index and its impact on the FFA market.
    Hao Pei provided valuable insights on the iron ore market, discussing China's recent policy updates and their implications.
    Dry Freight Market Movements:Ben Klang discussed the movements in the dry freight market, providing detailed insights into the Cape FFA market and its impact on the wider market.
    He elaborates on the increasing physical activity in the Pacific and steady rates in the Atlantic region, along with the high demand for the c five iron ore route.
    Ben's analysis highlighted the strong volumes and trading activities in the Cape, Panamax, and Supermax vessels, offering a comprehensive overview of the dry freight market.
    OPEC's Extended Cuts and Fuel Oil Market:Archie Smith provides a hot take on OPEC's extended cuts and the future of Brent crude prices.
    He sheds light on the impact of Russia's decision to cut a further almost 500,000 barrels a day in production and exports in Q2, which surprised the market.
    Archie's analysis suggests that mere cuts might not be sufficient to reach the $100 per barrel mark, emphasising the potential influence of geopolitical tensions.
    Additionally, he discusses the volatility in low sulphur fuel oil cracks and spreads, offering valuable insights into the fuel oil market.
    Useful links:FIS Live
    Timestamps00:00 Big conference discussing stimulus and government policies.
    06:25 Cape FFA market sees fluctuating rates.
    07:52 Week's maritime markets saw mixed performance.
    13:49 Monday morning saw significant swings in cracks.
    14:44 Oil prices fall due to lower settlements.

    • 16 min
    Slumps, bumps and oil pumps

    Slumps, bumps and oil pumps

    Cape Size Index Surge: Iron Ore Concerns and Beijing's Impact Explored on "Freight Up"Hello and welcome back to Freight Up, the number 1 commodities and freight markets podcast from FIS.
    I'm your host, Fernanda and in this episode of Freight Up, I'm joined again by Davide, the newest member of the "Freight Up" team.
    We're once again bringing out our big gun 'freight-uppers' to unravel the recent fluctuations in the freight and commodities market.
    We'll be exploring the reasons behind the substantial increase in the Cape size index, analysing the concerns surrounding the iron ore market, and discussing the impact of macroeconomic news and geopolitical tensions on market dynamics.
    Together with Davide, we'll be talking to Ben Klang, Archie Smith, and Hao Pei, and we'll provide you with comprehensive insights into various market movements and offer projections for the future.
    This episode is a must-listen for anyone seeking a deeper understanding of the complexities and trends within the freight and commodities industry.
    Useful links:FIS Live

    Timestamps00:00 US sanctions Sovcomflot; Vale expects iron ore growth.
    Market movements: Cape +33.8%, Panamax -7.3%, Supermax +8%, Hennessy +11.8%.
    05:26 Oil price range-bound due to conflicting factors.
    09:04 OPEC cuts didn't work, US production rampant.
    10:44 Latest article on LinkedIn discusses global spare capacity.
    13:59 Cape size market rallied amid significant activities.
    19:48 Slow recovery on construction sites after Chinese New Year.
    22:43 Market participants desensitized to macro stimulus, news.
    24:12 China's iron ore recovery is uncertain.

    • 26 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

Deirdre Tshien ,

A great listen

This podcast breaks down the complex world of cargo, offering easy-to-digest insights that make you think differently about what's shipped and why. A surprisingly enlightening listen for those curious about the ins and outs of commodities.

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