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.

This podcast uses the following third-party services for analysis:

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