Market Insight Exclusive with Jeff Rubin: Nexus of evils – what happens when oil, globalisation and the environment collide? 

Jeff Rubin needs no introduction, but I am giving him one anyway.
Former CIBC global chief economist for some 20 years, leading oil authority and much sought after keynote speaker, Jeff has developed and published ground-breaking insights on the lesser known aspects of oil in globalisation and the modern economy. 
He’s received 10 first place citations from Brendan Wood International as the top-ranked economist throughout his career. 
He’s also the award-winning author of …

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https://theloadstar.com/market-insight-exclusive-with-jeff-rubin-nexus-of-evils-what-happens-when-oil-globalisation-and-the-environment-collide/

Carriers in with a chance of surviving IMO 2020 if they ditch the ‘freebies’

Drewry is expecting “marginally higher contract rates, higher fuel charges and better carrier discipline” this year, with global freight rates up by about 6%.
However, in its 2019 Container Freight Outlook presentation today, for the two major east-west tradelanes, Drewry has evidence of flat new January-December contract rates between Asia and Europe, but anticipates some improvement in transpacific annual contract rates when they are renewed in May.
In regard to capacity management, …

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https://theloadstar.co.uk/carriers-in-with-a-chance-of-surviving-imo-2020-if-they-ditch-the-freebies/

Trade and politics split the fortunes of the two giants of Latin American trade

The two largest economies on the east coast of South America are set to see divergent fortunes next year as container operators hope for an end to the doldrums that have hit trade.
Delegates at last week’s TOC Americas Container Supply Chain event in Panama heard how Brazil and Argentina dominate trade in the region, accounting for some 99% of teu trade between them.
“Brazil is turning the corner and now looking up …

The post Trade and politics split the fortunes of the two giants of Latin...

https://theloadstar.co.uk/trade-politics-split-fortunes-two-giants-latin-american-trade/