Cape sizes in dangerous water amid valuation fears

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

From Cape Sizes to Crude Oil: An In-depth Look at Market Movements and Macroeconomic News

Welcome back to Freight Up!

We might be a little late with our grim tale this week given the release of this episode, but...

In this week's episode, we're covering quite a lot of ground, starting off with the continuing unrest caused by turmoil in the Middle East.

We're discussing the war premium and how that impacts on the market.

And if you guessed 'pricing' when you read that... you might be on to something.

Oh, and how is China getting all involved with things?

Do listen to learn more from our very own Ricky Forman.

The Ferrous complex

This one offers us a contrasting narrative.

Our expert in the field Hao Pei is here to tell us about some unexpected iron ore movements being caused by macroeconomic shifts in China.

Here's the link to the FIS live app

Timestamped summary of this episode:

00:02:14 Topsy turvy markets due to Middle East war concerns 00:04:22 Brent price drops due to war, demand concerns. 00:08:19 Dry freight market drops, vessel supply outweighs demand. 00:10:03 Negative sentiment continues, but some improvement seen. 00:16:30 Iron ore markets trade on expectations. China's government getting involved. 00:20:03 BHP strikes, iron ore demand, pollution concerns.

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