How the US Election Impacts Freight and Commodity Markets

Welcome back to Freight Up, the premier podcast from Freight Investor Services where we dissect and explore the major movements and current developments in the freight and bulk commodity markets.

We're Jess and Davide, and we'll be your guides today as we delve into a special episode centered on the recent US Elections and their implications for our industry.

Joining us are experts Archie Smith, and Hao Pei, who will share their unique insights on how the election results might shift our markets.

By listening in today, you'll gain a deeper understanding of how the political landscape influences freight and commodity trading, ensuring you stay ahead of the curve.

In this episode, we'll kick things off with a comprehensive freight update.

From the latest news in the American job market to the latest index movements, we've got you covered.

As we transition to specific commodities, we take a closer look at how the US elections are likely affecting iron ore and fuel oil markets.

We learn the potential impacts, particularly focusing on dry bulk markets and how Trump's probable victory might reignite trade tensions with China, affecting grain and steel exports.

Hao connects the dots between geopolitical movements and China's proactive fiscal policies.

Finally, Archie examines how the election results are already causing ripples in the fuel oil market, shedding light on the immediate bearish impact on crude oil prices following Trump's rise and the longer-term implications of tariff impositions.

Links referenced in this episode:

Companies mentioned in this episode:

Freight Investor Services
Kaizen General Service
FIS Live

2024 US Election Special

Into the Futures: The commodity derivatives podcast brought to you by Freight Investor Services