Rubrique

À la une

The newest reporting across commodity, energy and shipping markets.

À la une

Les camionneurs mexicains lancent une grève nationale en raison de l'insécurité routière et de la hausse des coûts

Les camionneurs mexicains lancent une grève nationale en raison de l'insécurité routière et de la hausse des coûts

Les entreprises de transport routier mexicaines ont entamé lundi une grève nationale illimitée pour protester contre l'insécurité sur les autoroutes, les vols de marchandises, l'extorsion et la hausse des coûts d'exploitation, avec des manifestations prévues dans les principaux centres de fret le long de la frontière entre le Mexique et les États-Unis. La grève, organisée par la National Chamber of Freight Transportation (CANACAR) et d'autres organisations de transporteurs, appelle à des manifestations à travers le Mexique, notamment à Nuevo Laredo, Reynosa, Monterrey, Tijuana et Mexico. Les p

Helena Marsh

Elison de la FMCSA s'exprime de nouveau sur Motus, toujours aucune date pour une réparation complète

Elison de la FMCSA s'exprime de nouveau sur Motus, toujours aucune date pour une réparation complète

Chattanooga – Cela fait peu de temps – moins d'un mois – que Jesse Elison s'est adressé à un événement du secteur et a abordé la question du nouveau système d'enregistrement en difficulté Motus. L'administrateur adjoint de la Federal Motor Carrier Safety Administration (FMCSA) s'est exprimé lundi lors du Broker Compliance Symposium de FreightWaves, l'une des deux sessions d'une journée qui servent de prélude au plus grand Future of Freight Festival qui débute ici mardi. La plus grande nouvelle de sa présentation n'était en réalité pas une nouvelle : après avoir déclaré à la National Motor Frei

Helena Marsh

Pourquoi Trump ne peut pas se permettre de perdre la course aux terres rares

Pourquoi Trump ne peut pas se permettre de perdre la course aux terres rares

Pendant des années, l'Occident a cherché une issue technologique aux terres rares. Les ingénieurs ont mis au point de nouvelles conceptions de moteurs, des chimies d'aimants alternatives et des matériaux qui réduisent, voire éliminent, le besoin de certains minéraux critiques. Chaque fois que la Chine renforce ses contrôles à l'exportation, ces efforts bénéficient d'un regain d'attention. Ils méritent d'être poursuivis. Mais ils ne répondent pas à la question que les fabricants doivent résoudre aujourd'hui. La capacité de production est devenue l'actif rare numéro un. Cette prise de conscience

Helena Marsh

BRENTATTEINT114TRADE FLOW INSIGHT

Le Brent atteint 114 $ alors que les attaques des Houthis menacent les infrastructures énergétiques saoudiennes

Les prix du pétrole brut étaient en passe d'enregistrer une forte hausse hebdomadaire, le Brent étant sur la voie d'un gain d'environ 6 $ par baril et le WTI enregistrant une progression beaucoup plus modeste, passant d'environ 99 $ le baril lundi à plus de 100 $ plus tôt aujourd'hui. Au moment de la rédaction, le brut Brent se négociait à 114,00 $ le baril et le West Texas Intermediate s'échangeait à 100,40 $ le baril, alors que les hostilités au Moyen-Orient restent à la une pour les négociants en pétrole. L'attention semble toutefois se porter sur les attaques des Houthis contre les infrast

Helena Marsh

L'Europe se prépare à une crise énergétique hivernale alors que les réserves de gaz s'amenuisent

L'Europe se prépare à une crise énergétique hivernale alors que les réserves de gaz s'amenuisent

Après des mois de prix de l'énergie élevés, l'Europe peut s'attendre à une poursuite de la hausse des coûts des carburants durant les mois d'hiver avec l'augmentation de la demande. Les contraintes persistantes sur le commerce de l'énergie et les menaces pesant sur les infrastructures énergétiques au Moyen-Orient devraient limiter les approvisionnements mondiaux et continuer à faire grimper les prix, frappant durement les consommateurs à moins que les gouvernements n'interviennent. L'Union européenne (UE) aurait payé 100 milliards d'euros supplémentaires pour le pétrole et le gaz depuis le déb

Helena Marsh

Texas Researchers Say Permian Wastewater Could Cool AI Data Centers

Texas Researchers Say Permian Wastewater Could Cool AI Data Centers

The artificial intelligence boom is placing a dangerous strain on the world’s water and energy resources. As hyperscalers build up resource-hungry data centers at a breakneck pace, demand projections for these finite resources are skyrocketing faster than policymakers can keep pace. But a new study from researchers at the University of Texas at Austin suggests that there may be a way to sustainably source water for data centers by using wastewater from the oil and gas industry. The water and energy use of AI data centers is enormous…

Helena Marsh

Les produits chimiques du Moyen-Orient conservent leur avantage concurrentiel malgré la crise d'Ormuz

Les produits chimiques du Moyen-Orient conservent leur avantage concurrentiel malgré la crise d'Ormuz

Malgré la guerre en Iran et la crise d'Ormuz, la production de produits chimiques à faible coût du Moyen-Orient est en passe de conserver son avantage à long terme sur les autres régions. Des changements à court terme dans l'approvisionnement en polymères ont lieu en raison des contraintes actuelles sur la base industrielle du golfe Persique, ce qui profite aux entreprises chimiques américaines. Mais à long terme, le Moyen-Orient devrait conserver sa base d'acheteurs car il dispose toujours des deux leviers pour être compétitif sur le marché mondial : une base de production étendue et, surtout

Helena Marsh

Les prix du pétrole restent élevés alors que la guerre maintient une offre tendue jusqu'en 2027
MarchésSynthèse

Les prix du pétrole restent élevés alors que la guerre maintient une offre tendue jusqu'en 2027

Pendant les trois premiers mois environ de la guerre entre les États-Unis, Israël et l'Iran, l'humeur dominante sur les marchés pétroliers était que le conflit prendrait fin d'un jour à l'autre. Le bref cessez-le-feu de juin a renforcé cet optimisme, il a donc fallu un certain temps avant de faire face à la réalité : la guerre ne prendrait pas fin d'un jour à l'autre. Elle pourrait même se prolonger jusqu'à l'année prochaine, ce qui signifie des prix plus élevés pour une période plus longue. Le contrat à terme sur le pétrole brut Brent de l'ICE pour janvier 2027 s'échange à 102,59 $ le baril.

Helena Marsh

SIBCONSINGAPOURTRACETRADE FLOW INSIGHT

SIBCON 2026 : Singapour trace un avenir multi-carburant résilient pour le soutage mondial

La 24e édition de la Singapore International Bunkering Conference and Exhibition (SIBCON 2026), organisée par la Maritime and Port Authority of Singapore, se tient du 13 au 15 octobre 2026 au Resorts World Sentosa sur le thème « Tracer un avenir multi-carburant résilient », avec parmi les annonces phares de nouvelles normes pour le soutage à l'ammoniac et la numérisation.

Editorial Desk

Elisabeth Braw: The Undersea War

Elisabeth Braw: The Undersea War

A ship’s anchor can wreak havoc on the world’s undersea infrastructure, something that has provided plenty of rich material for Splash reporting in recent years. For Elisabeth Braw, the Cook Islands-flagged tanker Eagle S provides one of the most brazen examples. On Christmas Day 2024, the vessel was accused of dragging its anchor 90 km …

Helena Marsh

Borderlands Mexico: US takes 76% of vehicle exports as September shipments plunge

Borderlands Mexico: US takes 76% of vehicle exports as September shipments plunge

Borderlands Mexico is a weekly rundown of developments in the world of United States-Mexico cross-border trucking and trade. This week in Borderlands Mexico: US takes 76% of vehicle exports as September shipments plunge; DSV expands US-Mexico freight operations with McAllen office; and Texas university seeks $772,700 for AI-powered Laredo freight project. US takes 76% of vehicle exports as September shipments plunge More than three-quarters of Mexico’s light-vehicle exports were destined for the U.S. during the first nine months of 2026, underscoring the importance of cross-border automotive t

Helena Marsh

Brent Back Above $100 as Houthis Hit Saudi Infrastructure

Brent Back Above $100 as Houthis Hit Saudi Infrastructure

Crude oil prices, which dipped on Tuesday, reversed their direction, with Brent ticking above $100 again earlier today following reports of fresh Houthi attacks on Saudi energy infrastructure. At the time of writing, Brent crude was trading at $101.49 per barrel and West Texas Intermediate was changing hands for $90.14 per barrel, despite a statement from Saudi Arabia’s energy minister, Prince Abdulaziz bin Salman, who said Tuesday the kingdom’s oil flows via the Rast-West pipeline had rebounded to 5.8 million barrels daily. The statement…

Helena Marsh

How close is shipping to the top?

How close is shipping to the top?

Shipping markets rarely announce the top with any clarity. More often, the argument about whether the peak has arrived only really starts when freight rates are still climbing, asset values are making less and less conventional sense and owners are sufficiently confident to keep buying ships at prices that would have looked ridiculous a few …

Helena Marsh

Iranian Oil Starts Flowing to Tajikistan Despite U.S. Sanctions Risk

Iranian Oil Starts Flowing to Tajikistan Despite U.S. Sanctions Risk

Tajikistan announced that it is now receiving oil and petroleum products from Iran, opening a potential new energy source for a country whose fuel supplies have long been dominated by Russia. The deliveries began in late August, Tajikistan's Energy and Water Resources Ministry told the Asia-Plus news agency, following talks between the two countries on expanding cooperation in the oil and gas sector. The ministry has not disclosed the volume of the shipments, their commercial terms, or how the oil and petroleum products were transported to Tajikistan.…

Helena Marsh

Iran’s Disappearing Oil Is Becoming Everyone’s Problem

Iran’s Disappearing Oil Is Becoming Everyone’s Problem

Iranian oil is disappearing from the market just as its biggest buyer returns for more. China’s recovering crude demand is colliding with the loss of a supplier that sustained its independent refiners through the crisis, forcing them to compete for increasingly expensive alternatives. The consequences reach beyond China: every replacement barrel tightens supplies for other buyers, while Tehran faces a growing incentive to disrupt the Strait of Hormuz, which is now carrying an unexpectedly strong 13 million barrels a day (just 5 million below…

Helena Marsh

La nouvelle normalité du pétrole réside dans des prix plus élevés
MarchésSynthèse

La nouvelle normalité du pétrole réside dans des prix plus élevés

Les prix du pétrole ont reculé mardi, annulant leurs récents gains alors que les investisseurs pesaient les signes de reprise des exportations des producteurs du Moyen-Orient face à l'incertitude entourant le sort de la guerre en Iran. Le Brent pour livraison en novembre a chuté de 1,5 % pour s'échanger à 103,72 $ le baril à 13h10 ET, tandis que le brut WTI pour livraison en octobre a reculé de 2,2 % pour s'échanger à 90,62 $/bbl. Les exportations de brut de la région ont grimpé à 15,5 millions de barils par jour en septembre, soit plus de 80 % des niveaux d'avant-guerre et le niveau le plus é

Helena Marsh

RESEARCHSHOWSHOWTRADE FLOW INSIGHT

New research shows how regulation could reshape shipping

Amid regulatory uncertainty, there is one key challenge to ensuring shipping meets its decarbonization goals: making the right decisions today. DNV’s latest edition of Maritime Forecast to 2050 explores how different scenarios could reshape fuel demand, investment decisions, and decarbonization pathways, helping shipowners to navigate uncertainty and build resilient fleets. Shipping’s energy transition has entered ...

Helena Marsh

How long can the million-dollar VLCC market last?

How long can the million-dollar VLCC market last?

The VLCC market has reached levels that would have sounded absurd only months ago. Middle East-China earnings have pushed beyond $1m a day, Atlantic routes have surged into the hundreds of thousands and secondhand values have exploded to the point where rust-stained 15-year-old VLCCs are changing hands for more than newbuilds. The argument now dividing …

Helena Marsh

Petrobras locks in 20-year US supply from Sempra’s LNG project in Lone Star State

Petrobras locks in 20-year US supply from Sempra’s LNG project in Lone Star State

Brazil’s state-owned energy giant Petrobras has struck a two-decade-long deal with Sempra Infrastructure, a subsidiary of Sempra, for the supply of liquefied natural gas (LNG) from a U.S. project under development in Jefferson County, Texas. The post Petrobras locks in 20-year US supply from Sempra’s LNG project in Lone Star State appeared first on Offshore Energy .

Helena Marsh

Alkagesta rejoint les négociants à Istanbul alors que les flux commerciaux d'engrais se redessinent

Alkagesta rejoint les négociants à Istanbul alors que les flux commerciaux d'engrais se redessinent

Alkagesta a participé avec son bureau engrais à la conférence Argus Fertilizer Caspian, Black Sea and Eastern European Markets Conference 2026 à Istanbul, rejoignant plus de 450 délégués pour débattre des flux commerciaux redirigés, de l'exposition au mécanisme d'ajustement carbone aux frontières (MACF), de l'approvisionnement en Asie centrale et des contraintes logistiques qui remodèlent la livraison d'engrais.

Editorial Desk

BLOOMBERGNURIEROSTRADE FLOW INSIGHT

Bloomberg : La pénurie de kérosène en Asie menace de s'étendre à l'Europe

Bloomberg rapporte que la pénurie de kérosène liée à la guerre en Iran s'étend de l'Asie à l'Europe alors que le détroit d'Ormuz reste bloqué, entraînant des prix records et des annulations de vols. Alkagesta, un fournisseur cité par Bloomberg pour le pipeline CEPS de l'OTAN en Europe, est exposé à ce même resserrement des approvisionnements.

Editorial Desk

CHINACOULDCURBTRADE FLOW INSIGHT

China Could Curb Fuel Exports as Diesel and Gasoline Stocks Sink

China’s diesel fuel and gasoline inventories are declining, which may eventually lead to the imposition of export curbs, Bloomberg has reported, citing recent fuel inventory data. Gasoline inventories at state-owned energy majors were down by 2.9% last week to their lowest level since 2022, according to Chinese commodity market research firm JLC International. Diesel inventories are sitting at the lowest in 15 months, booking a 2.4% dip last week, the publication noted. “With the domestic market tightening, we see an increasing risk…

Helena Marsh

Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shortage, and traders have gone bullish. They are especially bullish on fuels in the United States, it seems. The world’s biggest crude oil consumer and the biggest exporter of crude and fuels has not managed to avoid a supply squeeze at…

Helena Marsh

SHIPPINGETSENERGYTRADE FLOW INSIGHT

Shipping: The EU ETS and the Energy Complex

The EU ETS is expected to keep impacting shipping both in the near and in the long term, following the latest gas price increases. In its latest weekly report, shipbroker Intermodal said that “the EUA market maintained its upward trend in August, despite the quieter trading conditions and lower liquidity that typically characterize the holiday ...

Helena Marsh

Washington’s Venezuela Oil Deal Is About Much More Than Crude

Washington’s Venezuela Oil Deal Is About Much More Than Crude

Washington’s takeover of more than a fifth of Venezuela’s oil reserves in a deal officially signed by U.S. Energy Secretary Chris Wright on 2 September was as unexpected as it was dramatic, with President Donald Trump’s comment a few days earlier that it is “the biggest oil deal in world history” looking justified from several perspectives. From a pure volume standpoint, the deal covers 65 billion barrels of proven crude oil reserves (out of Venezuela’s total 303 billion barrels) across 17 fields. To put that…

Helena Marsh

DRYBULKMARKETTRADE FLOW INSIGHT
MarchésSynthèse

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

ASIA-USCONTAINERRATESTRADE FLOW INSIGHT

Asia-US container rates rise, tanker rates ex-USG soften as Asia port congestion intensifies

Rates for shipping containers from east Asia and China to the US were mostly higher this week while rates for liquid chemical tankers ex-US Gulf were mostly softer, all while schedule reliability is decreasing because of congestion at Asia ports. PORT CONGESTION Global container vessel schedule reliability dropped to 56.4% in July 2026, a decline ...

Helena Marsh

Sea Pioneer emerges behind SK Oceanplant aframax haul

Sea Pioneer emerges behind SK Oceanplant aframax haul

Greek owner Sea Pioneer Shipping has emerged as the company behind SK Oceanplant’s recently announced series of six firm plus two optional aframax tankers. Market sources have identified the Vasilis Bacolitsas-led owner as the previously unnamed Greek customer behind six 115,000 dwt crude carriers at the South Korean yard, with two further options attached. SK …

Helena Marsh

This Cattle Feedlot Turns Manure Into 1.2 Million MMBtu of Natural Gas a Year

This Cattle Feedlot Turns Manure Into 1.2 Million MMBtu of Natural Gas a Year

A new project is seeking to turn cattle manure into a source of sustainable natural gas for energy production and shipping fuel. The initiative just broke ground in Broken Bow, Nebraska, where eight anaerobic digesters will process waste from the Adams Land & Cattle feedlot into what the project leads are hoping will be a lucrative and eco-friendly source of approximately 1.2 million MMBtu of pipeline-quality natural gas per year. “The Adams Land & Cattle RNG facility demonstrates how American agriculture can play an important role…

Helena Marsh

America Is Betting Big on a New Generation of Small Nuclear Reactors

America Is Betting Big on a New Generation of Small Nuclear Reactors

Governments worldwide are racing to develop small modular reactors (SMRs) as part of their plans for a nuclear power renaissance, with significant progress being seen in recent years. However, the United States appears to be leading the way in nuclear microreactor development, with significant investment in the technology recently announced by the U.S. Army. SMRs are advanced nuclear reactors with a power capacity of up to 300 MW(e) per unit, or around one-third of the generating capacity of a conventional nuclear reactor. They are much smaller…

Helena Marsh

U.S. Oil Rig Count Rises as Gas Rig Activity Declines

U.S. Oil Rig Count Rises as Gas Rig Activity Declines

The total number of active drilling rigs for oil and gas in the United States stayed the same this week, according to new data that Baker Hughes published on Friday, with the total rig count in the US staying at 588, up 51 from this same time last year. The number of active oil rigs rose by 2, reaching 449 during the latest reporting period, according to the data. This is 35 above this same time last year. The number of gas rigs fell by 2 to 130, which is 12 more than this time last year. Miscellaneous rigs stayed the same at 9. The latest EIA…

Helena Marsh

Citadel Eyes U.S. Shale as Oil Trading Moves Closer to the Wellhead

Citadel Eyes U.S. Shale as Oil Trading Moves Closer to the Wellhead

Citadel is shopping for U.S. oil production assets, including a previous bid for WildFire Energy before Magnolia Oil & Gas agreed to buy the Eagle Ford producer for $4.06 billion. Reuters reported Friday that the hedge fund and commodities trader has held talks with several private-equity owners of oil-weighted exploration and production companies in recent weeks. WildFire would have given Citadel roughly 53,000 barrels of oil equivalent per day of production, about 70% of it oil, plus 810,000 net acres in South Texas. Magnolia ultimately won…

Helena Marsh

Ukraine Pushes Congress for Russia Sanctions Before Election Recess

Ukraine Pushes Congress for Russia Sanctions Before Election Recess

Ukraine’s top sanctions official says he remains optimistic about prospects for a sweeping Russia sanctions bill in the US Congress despite growing uncertainty over when the House of Representatives will take it up, as lawmakers face a sharply shortened legislative calendar ahead of the November elections. Vladyslav Vlasiuk, Ukrainian President Volodymyr Zelenskyy’s sanctions commissioner, spent this week in Washington meeting lawmakers and congressional staff as Kyiv presses Congress to advance the Lindsey O. Graham Sanctioning Russia…

Helena Marsh

Big jump in truck transportation jobs in latest BLS report

Big jump in truck transportation jobs in latest BLS report

With the overall jobs report from the Bureau of Labor Statistics showing a surprisingly big jump in employment, truck transportation participated in that rebound. The monthly report showed truck transportation employment rising 4,800 jobs to 1,470,300. It’s the highest level of jobs in the sector since October. But with employment since then mostly trending down each month, the number of jobs in the sector is still about 10,000 jobs less than it was a year ago. window.googletag = window.googletag || {cmd: []}; googletag.cmd.push(function() { var gptSlot = googletag.defineSlot('/21776187881/FW-

Helena Marsh

Trade Flow Insight Daily

Marchés, cargaisons et actualités des entreprises — chaque matin

Un briefing concis sur le négoce de matières premières, l'énergie, le fioul, le transport maritime et la logistique. Gratuit, sans spam, désinscription à tout moment.