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Ultime

The newest reporting across commodity, energy and shipping markets.

Ultime

Gli autotrasportatori messicani avviano uno sciopero nazionale contro l'insicurezza stradale e l'aumento dei costi

Gli autotrasportatori messicani avviano uno sciopero nazionale contro l'insicurezza stradale e l'aumento dei costi

Le aziende di autotrasporto messicane hanno lanciato lunedì uno sciopero nazionale a tempo indeterminato per protestare contro l'insicurezza sulle autostrade, il furto di merci, l'estorsione e l'aumento dei costi operativi, con manifestazioni previste nei principali centri logistici lungo il confine tra Stati Uniti e Messico. Lo sciopero, organizzato dalla National Chamber of Freight Transportation (CANACAR) e da altre organizzazioni di categoria, richiede manifestazioni in tutto il Messico, inclusi Nuevo Laredo, Reynosa, Monterrey, Tijuana e Città del Messico. Le proteste potrebbero interromp

Helena Marsh

Elison della FMCSA torna a parlare di Motus, ancora nessuna data per la riparazione completa

Elison della FMCSA torna a parlare di Motus, ancora nessuna data per la riparazione completa

Chattanooga–Non è passato molto tempo–meno di un mese–da quando Jesse Elison ha parlato a un evento del settore affrontando la questione del travagliato nuovo sistema di registrazione Motus. Il vice amministratore della Federal Motor Carrier Safety Administration (FMCSA) ha parlato lunedì al Broker Compliance Symposium di FreightWaves, una delle due sessioni giornaliere che fungono da preludio al più ampio Future of Freight Festival che inizia qui martedì. La notizia più importante della sua presentazione in realtà non è stata una notizia: dopo aver dichiarato alla National Motor Freight Traff

Helena Marsh

Perché Trump non può permettersi di perdere la corsa alle terre rare

Perché Trump non può permettersi di perdere la corsa alle terre rare

Per anni, l'Occidente ha cercato una via d'uscita tecnologica dalle terre rare. Gli ingegneri hanno sviluppato nuovi design di motori, chimiche alternative per magneti e materiali che riducono o addirittura eliminano la necessità di alcuni minerali critici. Ogni volta che la Cina inasprisce i controlli sulle esportazioni, questi sforzi ricevono una nuova ondata di attenzione. Vale la pena perseguirli. Ma non rispondono alla domanda che i produttori devono risolvere oggi. La capacità produttiva è diventata la risorsa scarsa numero uno. Questa consapevolezza sta guidando uno dei più ambiziosi pr

Helena Marsh

BRENTRAGGIUNGE114TRADE FLOW INSIGHT

Il Brent raggiunge i 114 dollari mentre gli attacchi degli Houthi minacciano le infrastrutture energetiche saudite

I prezzi del greggio si avviano a registrare un netto guadagno settimanale, con il Brent sulla buona strada per un incremento di circa 6 dollari al barile e il WTI che segna un rialzo molto più modesto, passando da circa 99 dollari al barile di lunedì a oltre 100 dollari all'inizio della giornata odierna. Al momento della stesura, il greggio Brent veniva scambiato a 114,00 dollari al barile e il West Texas Intermediate a 100,40 dollari al barile, mentre le ostilità in Medio Oriente rimangono in prima pagina per i trader petroliferi. L'attenzione, tuttavia, sembra concentrarsi sugli attacchi de

Helena Marsh

L'Europa si prepara a una crisi energetica invernale con scorte di gas ai minimi

L'Europa si prepara a una crisi energetica invernale con scorte di gas ai minimi

Dopo mesi di prezzi dell'energia elevati, l'Europa deve aspettarsi che i costi del carburante continuino ad aumentare durante i mesi invernali con la crescita della domanda. Le continue limitazioni nel commercio energetico e le minacce alle infrastrutture energetiche in tutto il Medio Oriente dovrebbero limitare le forniture energetiche globali e continuare a far salire i prezzi, colpendo duramente i consumatori a meno di interventi governativi. Si stima che l'Unione Europea (UE) abbia pagato 100 miliardi di euro in più per petrolio e gas quest'anno, spingendo i ministri dell'UE a cercare modi

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

I prodotti chimici del Medio Oriente mantengono il loro vantaggio di costo nonostante la crisi di Hormuz

I prodotti chimici del Medio Oriente mantengono il loro vantaggio di costo nonostante la crisi di Hormuz

Nonostante la guerra in Iran e la crisi di Hormuz, la produzione chimica a basso costo del Medio Oriente è destinata a conservare il suo vantaggio a lungo termine rispetto ad altre regioni. Sono in corso cambiamenti a breve termine nell'approvvigionamento di polimeri a causa degli attuali vincoli nella base industriale del Golfo Persico, a vantaggio delle aziende chimiche statunitensi. Tuttavia, nel lungo periodo, il Medio Oriente probabilmente manterrà la sua base di acquirenti perché possiede ancora le due leve per essere competitivo sul mercato globale: un'ampia base produttiva e, soprattut

Helena Marsh

I prezzi del petrolio rimangono elevati mentre la guerra mantiene l'offerta limitata fino al 2027
MercatiSintesi

I prezzi del petrolio rimangono elevati mentre la guerra mantiene l'offerta limitata fino al 2027

Durante i primi tre mesi circa della guerra tra Stati Uniti, Israele e Iran, l'umore dominante sui mercati petroliferi era che il conflitto sarebbe finito da un momento all'altro. Il breve cessate il fuoco di giugno ha rafforzato quell'ottimismo, quindi ci è voluto un po' più di tempo per affrontare i fatti: la guerra non sarebbe finita da un momento all'altro. Potrebbe addirittura protrarsi fino al prossimo anno, e questo significa prezzi più alti per un periodo più lungo. Il contratto futures ICE Brent per gennaio 2027 viene scambiato a 102,59 dollari al barile. Il contratto di giugno 2027 è

Helena Marsh

SIBCONSINGAPOREDELINEATRADE FLOW INSIGHT

SIBCON 2026: Singapore delinea un futuro multi-carburante resiliente per il bunkeraggio globale

La 24ª edizione della Singapore International Bunkering Conference and Exhibition (SIBCON 2026), organizzata dalla Maritime and Port Authority of Singapore, si svolge dal 13 al 15 ottobre 2026 presso il Resorts World Sentosa sotto il tema "Delineare un futuro multi-carburante resiliente", con i nuovi standard per il bunkeraggio di ammoniaca e la digitalizzazione tra gli annunci principali.

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 nuova normalità del petrolio sono prezzi più alti
MercatiSintesi

La nuova normalità del petrolio sono prezzi più alti

I prezzi del petrolio sono arretrati martedì, invertendo i recenti guadagni mentre gli investitori valutavano i segnali di ripresa delle esportazioni da parte dei produttori mediorientali rispetto all'incertezza che circonda il destino della guerra in Iran. Il greggio Brent con consegna a novembre è sceso dell'1,5% a 103,72 dollari al barile alle 13:10 ET, mentre il greggio WTI con consegna a ottobre è sceso del 2,2% a 90,62 dollari al barile. Le esportazioni di greggio dalla regione sono salite a 15,5 milioni di barili al giorno a settembre, pari a oltre l'80% dei livelli prebellici e al live

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 si unisce ai trader a Istanbul mentre i flussi commerciali di fertilizzanti si ridisegnano

Alkagesta si unisce ai trader a Istanbul mentre i flussi commerciali di fertilizzanti si ridisegnano

Alkagesta ha partecipato con il suo desk fertilizzanti alla conferenza Argus Fertilizer Caspian, Black Sea and Eastern European Markets 2026 di Istanbul, unendosi a oltre 450 delegati che hanno discusso di flussi commerciali reindirizzati, esposizione al CBAM, offerta dall'Asia centrale e la crisi logistica che sta rimodellando la distribuzione dei fertilizzanti.

Editorial Desk

BLOOMBERGSTRETTASULTRADE FLOW INSIGHT

Bloomberg: la stretta sul carburante per aviazione in Asia minaccia di estendersi all'Europa

Bloomberg riferisce che la carenza di carburante per aviazione dovuta alla guerra in Iran si sta diffondendo dall'Asia all'Europa a causa del blocco dello Stretto di Hormuz, con prezzi record e voli cancellati. Alkagesta, fornitore citato da Bloomberg per l'oleodotto NATO CEPS in Europa, è esposta alla stessa contrazione delle forniture.

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

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
MercatiSintesi

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

Mercati, carghi e notizie aziendali — ogni mattina

Un briefing conciso su commercio di materie prime, energia, olio combustibile, trasporti marittimi e logistica. Gratuito, senza spam, disiscrizione in qualsiasi momento.