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

Piețe

Prețurile petrolului rămân ridicate, în timp ce războiul menține oferta limitată până în 2027
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Prețurile petrolului rămân ridicate, în timp ce războiul menține oferta limitată până în 2027

În timpul primelor trei luni de război al SUA și Israelului cu Iranul, starea de spirit dominantă pe piețele petroliere a fost că conflictul se va încheia în orice moment. Scurta încetare a focului din iunie a întărit acel optimism, așa că a fost nevoie de ceva mai mult timp pentru a face față faptelor: războiul nu se va încheia prea curând. S-ar putea chiar să se prelungească până anul viitor — iar acest lucru înseamnă prețuri mai mari pentru mai mult timp. Contractul futures ICE Brent pentru ianuarie 2027 se tranzacționează la 102,59 dolari pe baril. Contractul pentru iunie 2027 este doar pu

Helena Marsh

Noua normalitate a petrolului înseamnă prețuri mai mari
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Noua normalitate a petrolului înseamnă prețuri mai mari

Prețurile petrolului au scăzut marți, anulând câștigurile recente, în timp ce investitorii au evaluat semnele redresării exporturilor producătorilor din Orientul Mijlociu în raport cu incertitudinea privind soarta războiului din Iran. Țițeiul Brent cu livrare în noiembrie a scăzut cu 1,5%, tranzacționându-se la 103,72 dolari pe baril la ora 13:10 ET, în timp ce țițeiul WTI cu livrare în octombrie a scăzut cu 2,2%, fiind cotat la 90,62 dolari pe baril. Exporturile de țiței din regiune au urcat la 15,5 milioane de barili pe zi în septembrie, depășind 80% din nivelurile de dinaintea războiului și

Helena Marsh

DRYBULKMARKETTRADE FLOW INSIGHT
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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
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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
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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
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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
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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
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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
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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
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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
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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

Piețe, încărcături și știri despre companii — în fiecare dimineață

Un briefing concis despre comerțul cu mărfuri, energie, păcură, transport maritim și logistică. Gratuit, fără spam, dezabonare oricând.