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Mercados

Prices, spreads, curves and positioning across the commodity complex.

Mercados

Los precios del petróleo se mantienen elevados mientras la guerra mantiene una oferta ajustada hasta 2027
MercadosResumen

Los precios del petróleo se mantienen elevados mientras la guerra mantiene una oferta ajustada hasta 2027

Durante los primeros tres meses aproximadamente de la guerra de Estados Unidos e Israel contra Irán, el sentimiento dominante en los mercados petroleros era que el conflicto terminaría en cualquier momento. El breve alto el fuego de junio reforzó ese optimismo, por lo que tomó más tiempo afrontar la realidad: la guerra no terminaría pronto. Incluso podría extenderse hasta el próximo año, lo que significa precios más altos durante más tiempo. El contrato de futuros de crudo ICE Brent para enero de 2027 cotiza a 102,59 dólares por barril. El contrato de junio de 2027 es ligeramente inferior, a 9

Helena Marsh

La nueva normalidad del petróleo son precios más altos
MercadosResumen

La nueva normalidad del petróleo son precios más altos

Los precios del petróleo retrocedieron el martes, revirtiendo las ganancias recientes mientras los inversores sopesaban las señales de recuperación de las exportaciones por parte de los productores de Oriente Medio frente a la incertidumbre que rodea el destino de la guerra en Irán. El crudo Brent para entrega en noviembre cayó un 1,5% para cotizar a 103,72 dólares por barril a la 1:10 pm ET, mientras que el crudo WTI para entrega en octubre descendió un 2,2% para negociarse a 90,62 dólares por barril. Las exportaciones de crudo de la región aumentaron a 15,5 millones de barriles por día en se

Helena Marsh

DRYBULKMARKETTRADE FLOW INSIGHT
MercadosResumen

Dry Bulk Market: Capesizes Showing More Strength

Capesize The market enjoyed a notably bullish week, recovering strongly after the UK holiday-shortened start and building momentum across both basins. Early weakness in the Pacific quickly proved short-lived as sustained miner participation tightened available tonnage and restored confidence. By midweek, all major miners were actively fixing, driving C5 steadily higher and attracting increasingly aggressive ...

Helena Marsh

Shell’s technology set to enter wider FLNG market through Wison deal
MercadosResumen

Shell’s technology set to enter wider FLNG market through Wison deal

China-based provider of clean energy services Wison New Energies (WNE) has joined forces with the UK-headquartered energy giant Shell to bring the European firm’s liquefaction technology to the wider liquefied natural gas (LNG) market for the first time, strengthening Wison’s floating LNG (FLNG) offering and aiming to accelerate deployment of next-generation FLNG projects. The post Shell’s technology set to enter wider FLNG market through Wison deal appeared first on Offshore Energy .

Helena Marsh

Supply driven trucking market cycle explained in the data
MercadosResumen

Supply driven trucking market cycle explained in the data

Chart of the Week: Accepted Truckload Volume Index, SONAR Truckload Rejection Index – USA SONAR : ASTVI.USA, STRI.USA The Accepted SONAR Truckload Volume Index (ASTVI), which measures the volume of truckload tenders carriers accept for loads moved under existing rate agreements, averaged around 9,800 last week. The SONAR Truckload Rejection Index (STRI), which measures the percentage of tendered loads rejected, hovered around 13.5%. While both are down from their 12-month highs, together they suggest the current truckload market cycle is more supply-driven than any in recent history — and stil

Helena Marsh

Canada retaliates against US with tariffs of up to 50% as trade war escalates
MercadosResumen

Canada retaliates against US with tariffs of up to 50% as trade war escalates

Why it matters: With trucks carrying more than half the value of U.S.-Canada freight, escalating tariffs threaten to disrupt cross-border volumes, manufacturing supply chains and carrier demand along major gateways such as Detroit, Port Huron and Buffalo. Canada announced retaliatory tariffs of up to 50% on billions of dollars of U.S. goods Tuesday, escalating a trade dispute between the two countries after negotiations collapsed over the weekend. Canadian Finance Minister François-Philippe Champagne said Ottawa will impose “dollar-for-dollar” counter-tariffs on about $27.6 billion worth of U.

Editorial Desk

Used Truck Market: Why Supply & Pricing are So Strong Now
MercadosResumen

Used Truck Market: Why Supply & Pricing are So Strong Now

#fwtv_gNAFO1c0TpI .fwtv-panel{border:1px solid #d0d0d0;padding:18px;border-radius:6px;line-height:1.6}#fwtv_gNAFO1c0TpI .fwtv-panel p{margin:0 0 12px}#fwtv_gNAFO1c0TpI .fwtv-note{font-style:italic;color:#666;margin-top:16px;padding-top:12px;border-top:1px solid #e0e0e0} The used truck market is experiencing unprecedented strength! Daimler Trucks’ Chris Backeberg explains why sleeper inventory is below COVID levels, leading to strong pricing and gains for carriers. Discover how OEMs coordinate new truck orders with remarketing strategies, and what this means for fleet balance sheets and mainten

Editorial Desk

Baltic Dry Index Rises for 4th Day
MercadosResumen

Baltic Dry Index Rises for 4th Day

The Baltic Exchange’s dry bulk freight index, which monitors rates for ships carrying dry bulk commodities, advanced for a fourth consecutive session on Tuesday, rising about 1.5% to a fresh high since August 12 at 2,926 points. The capesize index, which typically transports 150,000-ton cargoes including iron ore and coal, also increased for a fourth ...

Editorial Desk

From doorstep to supply depot, this EV truck maker aims to tackle both
MercadosResumen

From doorstep to supply depot, this EV truck maker aims to tackle both

Across the U.S., a final-mile network operates in a similar yet predictable manner: a small truck, a short route, one person in the cab. The U.S. Army runs that same network, except it has more challenges for the person in the cab and the route. Harbinger , the Garden Grove, Calif., builder of electric and hybrid medium-duty chassis, is supplying prototype trucks to tackle what the Army refers to as the last tactical mile. It started with American Rheinmetall, which was awarded an 18-month Army contract on July 31 for Project Sustainment. It is an effort to field hybrid-powered uncrewed ground

Editorial Desk

US-Canada supply chains face uncertainty as trade talks collapse
MercadosResumen

US-Canada supply chains face uncertainty as trade talks collapse

U.S.-Canada trade negotiations collapsed just hours before a deadline to avert steep new tariffs, sending the two countries into an escalating trade dispute that could ripple through trucking, automotive manufacturing and cross-border supply chains. The United States imposed 50% tariffs on billions of dollars of Canadian goods beginning at 12:01 a.m. ET Saturday after negotiators failed to reach an agreement Friday. The affected imports include products ranging from cement and dairy products to hockey sticks and other goods. Canada is the second-largest trading partner of the United States, be

Editorial Desk

AI in Warehousing: How AutoScheduler Drives Supply Chain Efficiency
MercadosResumen

AI in Warehousing: How AutoScheduler Drives Supply Chain Efficiency

#fwtv_tgcwcyhWwkI .fwtv-panel{border:1px solid #d0d0d0;padding:18px;border-radius:6px;line-height:1.6}#fwtv_tgcwcyhWwkI .fwtv-panel p{margin:0 0 12px}#fwtv_tgcwcyhWwkI .fwtv-note{font-style:italic;color:#666;margin-top:16px;padding-top:12px;border-top:1px solid #e0e0e0} Keith Moore, CEO of AutoScheduler AI, dives into how AI-powered warehouse orchestration is revolutionizing supply chain operations. Learn how AutoScheduler helps businesses untangle complex warehousing challenges, optimize decision-making, and significantly boost efficiency, throughput, and service while reducing overall costs.

Editorial Desk

Trade Flow Insight Daily

Mercados, cargamentos y noticias de empresas — cada mañana

Un briefing conciso sobre comercio de materias primas, energía, fuelóleo, transporte marítimo y logística. Gratis, sin spam, cancele cuando quiera.