Comment

Capes’ contained rise and perplexed figures rule the day… plus the 2020 saga

John Faraclas

The BDI (Baltic Dry Index) gained four points and now stands at 1,574; Geopolitics in total mess and the Environment another issue to be appropriately tackled… John Faaclas’ daily recap:

The Capes’ BCI was up 51 points and now stands at 2,199… Are the capes sustainable or just volatile, or another bubble? We shall see…

Just one point plus for the Panamaxes’ BPI now at 1,679 points; caution…

The Supras too on one point; the BSI managed to clinch  this one very special point and now...

http://www.allaboutshipping.co.uk/2018/10/03/172713/

Analysis: supply chain players go head to head in a fight for pricing power

One of the thorniest questions I have been struggling with lately is the priority of the main actors in the supply chain arena: is it now a fight for power or a race for cash, let alone higher profitability?
Ultimately, I can’t help but come to the conclusion that it is all about shareholder returns, particularly for the freight forwarders. Pleasing investors is more pressing than dealing with their customers’ needs – although they …

The post Analysis: supply chain players go head to head in a...

https://theloadstar.co.uk/analysis-supply-chain-players-go-head-head-fight-pricing-power/

Overcoming fragmenting geopolitics, OMFIF at the IMF

Commentary: Overcoming fragmenting geopolitics

By Mark Sobel in Washington

The IMF’s expert staff, surveillance and technical assistance are important public goods, as is its machinery for international financial co-operation. Financial crises will remain endemic. In those moments, even the most reluctant shareholders will turn to the Fund to be the first respondent. Out of self-interest they will ensure that the IMF has the resources to do its job. The Fund’s greatest challenges come foremost...

http://www.allaboutshipping.co.uk/2018/09/28/overcoming-fragmenting-geopolitics-omfif-at-the-imf/

A marketshare conundrum for liners, as expiry of EC block exemption nears

In a year and half, the deepsea alliance structure could find itself on the wrong side of European competition legislation.
Yesterday, the European Commission reopened its investigation into the block exemption that currently applies to container shipping, and which allows them to operate alliances on trades that serve the EU.
Brought into law in 2010 – following the EU’s decision to outlaw the old conference system that allowed shipping lines to jointly set freight rates – the …

The post A...

https://theloadstar.co.uk/marketshare-conundrum-liners-expiry-ec-block-exemption-nears/

Despite the global financial turmoil the BDI’s renowned volatility is here to stay…

John Faraclas

The BDI was up 53 points earlier on today and now stands at 1,503 points surpassing the crucial but also psychological threshold of 1,500. The Geopolitical turmoil coupled with the Trade War, Sanctions, Tariffs will soon become a catalyst and the shit will hit the fan… John Faraclas’ brief recap:

The Capes’ BCI with 42 points plus are recapitulating and hopefully the 2,000 point mark will be conquered subject the trade war easy’s down… Let the 1,910 points be the base…

The Panamaxes’...

http://www.allaboutshipping.co.uk/2018/09/26/despite-the-global-financial-turmoil-the-bdis-renowned-volatility-is-here-to-stay/

Businesses must digitise trade documents to get on board the UK’s export drive

Simon Streat of Bolero International.

Businesses must digitise trade documents to get on board the UK’s export drive

By Simon Streat, VP Product Strategy, Bolero International

Expanding the UK’s export trade has become a vital strategic objective for everyone in business and government.

While the government wants to almost double exports to £1 trillion by 2020, International Trade Secretary Liam Fox in August that he wants exports as a proportion of UK GDP to rise from 30 per cent to 35 per cent.

Int...

http://www.allaboutshipping.co.uk/2018/09/26/businesses-must-digitise-trade-documents-to-get-on-board-the-uks-export-drive/

Market Insight: Damco – has the latest revamp broken APMM’s ‘beating heart’?

When I wrote that Damco was “the beating heart” of AP Møller Mærsk Group (APMM) in mid-2016 I had no idea that the corporate plan was to rip it up and leave what was left of its freight forwarding arm in a state of induced coma, before, presumably – as most of my sources suggest – selling those...

https://theloadstar.co.uk/market-insight-damco-latest-revamp-broken-apmms-beating-heart/

Analysis: a Schenker IPO on the board’s agenda at Deutsche Bahn?

Corporate Germany and its financiers have never been busier: Deutsche Post-DHL last week announced a restructuring of its PeP unit; Thyssenkrupp has this month decided to spin off its shipbuilding business; and, finally, troubled lender Deutsche Bank could itself be a break-up candidate – if you believe the rumour mill.
Yet these latest news and speculation could be soon overshadowed by major corporate action which might be brewing in the secret rooms of …

The post Analysis: a Schenker IPO on...

https://theloadstar.co.uk/analysis-schenker-ipo-boards-agenda-deutsche-bahn/

Remembering Reggie Dale, Banks prepared for ‘guillotine Brexit’, Islamic finance podcast

Reginald ‘Reggie’ Dale, 1940-2018

Obituary: Reginald ‘Reggie’ Dale, 1940-2018

Reginald ‘Reggie’ Dale, OMFIF advisers network member, who died on 18 September, was a much-admired commentator on European politics and economics with a matchless catalogue of contacts in Brussels. He spent many years with the Financial Times, reporting on Britain’s negotiations to join the European Economic Community, and latterly served as the newspaper’s US editor before joining the International Herald Tribune and...

http://www.allaboutshipping.co.uk/2018/09/21/remembering-reggie-dale-banks-prepared-for-guillotine-brexit-islamic-finance-podcast/

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