EU ETS, and Energy Alternatives

Welcome back to another episode of Freight Up, the podcast where we deep-dive into the latest trends in the shipping and commodities markets.

EU ETS explained

As shipping companies face new regulations we've got a freight container-full of insights awaiting us.

The EU ETS conundrum is upon us and our experts Luke and Hugh will unwrap the layers of complexity in managing these emissions, the role of traders in a green future, and the strategies for dealing with EU allowances.

Also, here's the link to the site they mention!

Panamax rates

In this episode, as markets navigate through choppy waters, we'll explore the strong currents in the Panamax rates driven by an insatiable mineral demand and the emergence of Indonesian coal cargoes that's pushing volumes to new heights in Asia.

We're also seeing significant fixtures across the transatlantic with a special eye on mineral cargoes.

Talking trade trends, we'll dissect the flurry of activity in the Dry FFA market, especially within Cape, Panamax, and Supermax contracts.

Coking coal chaos

Then, there's China where coking coal futures are surging—an aftershock of governmental inspects and unfortunate mining mishaps.

Despite this, the outlook on Fob Australia Coking coal suggests that the supply may remain tight, with miners jostling for their slice of the pie.

LNG's future

Our guest, Dr Jonathan Gaylor, who has 10 years’ experience in alternative fuels, currently serving as the Alternative Fuels Manager for Navig8, a prominent shipping and trading company that includes Integr8, will share his expert take on LNG's bullish future.

We'll uncover why LNG dual fuel vessels may hold the competitive edge and discuss why gas price volatility could be a silver lining for traders.

With the winter season ahead, LNG prices could spell out future trends.

Timestamps

00:00 SGMF and majors improve bunkering; price challenges remain.

07:26 Viable shipping sectors for Prabs, considering market changes.

09:57 Ship owners face challenges in managing risk.

12:45 Winter will showcase LNG market's future direction.

17:05 Two likely scenarios regarding ship management contracts.

20:41 Malta, Netherlands, Spain, Sweden, and Cyprus requirements.

25:06 Warehousing EUAs for clients offers advantages.

28:21 Uncertainty over oil production cuts extension speculation.

29:05 Oil prices fell sharply but recovered quickly.

33:14 Refinery maintenance caused high fuel prices.

37:59 Cape Market saw surge in rates, trading.

39:14 Iron ore freight rates surged due to strong demand and active trading in China.

43:36 Record future volumes in Dry FFAs market.

47:14 Limited impact on Fob and coal markets.

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OPEC is NoPEC and EU ETS explained as shipping companies face new regulations

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