Energy Markets Editor

Helena Marsh

Helena covers crude, refined products and the trading houses that move them, with a focus on price formation in the Mediterranean and Black Sea.

Articles by Helena Marsh

Мексиканські далекобійники розпочали національний страйк через безпеку на автошляхах та зростання витрат

Мексиканські далекобійники розпочали національний страйк через безпеку на автошляхах та зростання витрат

Мексиканські транспортні компанії розпочали в понеділок безстроковий загальнонаціональний страйк на знак протесту проти відсутності безпеки на автошляхах, крадіжок вантажів, вимагання та зростання експлуатаційних витрат. Демонстрації заплановані у великих логістичних вузлах уздовж кордону між США та Мексикою. Страйк, організований Національною палатою вантажних перевезень (CANACAR) та іншими галузевими організаціями, передбачає проведення акцій по всій території Мексики, зокрема в Нуево-Ларедо, Рейносі, Монтерреї, Тіхуані та Мехіко. Протести можуть порушити вантажоперевезення через деякі з най

Helena Marsh

Елісон з FMCSA знову згадує Motus, але терміни повноцінного відновлення все ще невідомі

Елісон з FMCSA знову згадує Motus, але терміни повноцінного відновлення все ще невідомі

Чаттануга – Минуло небагато часу – менш як місяць – відколи Джессі Елісон виступив на галузевому заході та торкнувся питання проблемної нової системи реєстрації Motus. Заступник адміністратора Федерального управління з безпеки автомобільних перевезень (FMCSA) виступив у понеділок на симпозіумі з питань комплаєнсу брокерів, організованому FreightWaves, — одній з двох одноденних сесій, що служать прелюдією до більшого фестивалю Future of Freight Festival, який розпочинається тут у вівторок. Головною новиною в його презентації фактично стала відсутність новин: після того, як на початку жовтня на

Helena Marsh

Чому Трамп не може дозволити собі програти гонку рідкісноземельних металів

Чому Трамп не може дозволити собі програти гонку рідкісноземельних металів

Протягом багатьох років Захід шукав технологічний вихід із залежності від рідкісноземельних металів. Інженери розробили нові конструкції двигунів, альтернативні хімічні склади магнітів та матеріали, що зменшують або навіть виключають потребу в деяких критично важливих мінералах. Щоразу, коли Китай посилює експортний контроль, ці зусилля отримують новий сплеск уваги. Вони варті того, щоб їх реалізовувати. Але вони не вирішують питання, яке виробники мають розв'язати сьогодні. Виробнича потужність стала найдефіцитнішим активом номер один. Це усвідомлення стимулює один із найамбітніших промислови

Helena Marsh

BRENT114TRADE FLOW INSIGHT

Brent досяг $114 на тлі загрози нападів хуситів на енергетичну інфраструктуру Саудівської Аравії

Ціни на сиру нафту були на шляху до значного тижневого зростання: Brent мала набрати близько $6 за барель, а WTI продемонструвала значно скромніше зростання — з близько $99 за барель у понеділок до понад $100 сьогодні вранці. На момент написання статті нафта Brent торгувалася по $114,00 за барель, а West Texas Intermediate — по $100,40 за барель, оскільки бойові дії на Близькому Сході залишаються головною темою для нафтових трейдерів. Проте основна увага, здається, зосереджена на атаках хуситів на інфраструктуру Саудівської Аравії, включаючи об'єкти Aramco.

Helena Marsh

Адміністрація Трампа оприлюднила стратегію щодо морепродуктів для підтримки риболовецького флоту США та внутрішнього виробництва

Адміністрація Трампа оприлюднила стратегію щодо морепродуктів для підтримки риболовецького флоту США та внутрішнього виробництва

Адміністрація Трампа в п'ятницю оприлюднила свою стратегію America First Seafood Strategy, окресливши плани щодо зміцнення комерційної риболовецької галузі США через регуляторні реформи, інвестиції в риболовецькі судна та берегову інфраструктуру...

Helena Marsh

Європа готується до зимової енергетичної кризи через низькі запаси газу

Європа готується до зимової енергетичної кризи через низькі запаси газу

Після місяців високих цін на енергоносії Європа може очікувати на подальше зростання вартості палива протягом зимових місяців через збільшення попиту. Очікується, що тривалі обмеження в торгівлі енергоресурсами та загрози енергетичній інфраструктурі на Близькому Сході обмежать світові поставки енергії та продовжать підвищувати ціни, що боляче вдарить по споживачах, якщо уряди не втрутяться. Вважається, що Європейський Союз (EU) вже витратив додаткові 100 мільярдів євро на нафту та газ цього року, що спонукало міністрів EU шукати шляхи подолання наслідків високих цін на паливо. Оскільки…

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

Хімічна промисловість Близького Сходу зберігає перевагу в собівартості попри кризу в Ормузькій протоці

Хімічна промисловість Близького Сходу зберігає перевагу в собівартості попри кризу в Ормузькій протоці

Попри війну з Іраном та кризу в Ормузькій протоці, низька собівартість виробництва хімікатів на Близькому Сході дозволить регіону зберегти свою довгострокову перевагу над іншими регіонами. Короткострокові зміни в джерелах постачання полімерів відбуваються через нинішні обмеження промислової бази Перської затоки, що йде на користь хімічним компаніям США. Проте в довгостроковій перспективі Близький Схід, ймовірно, збереже свою базу покупців, оскільки все ще володіє двома важелями конкурентоспроможності на світовому ринку — розгалуженою виробничою базою і, перш за все, низькими витратами...

Helena Marsh

Ціни на нафту залишаються високими, оскільки війна стримує пропозицію до 2027 року
РинкиОгляд

Ціни на нафту залишаються високими, оскільки війна стримує пропозицію до 2027 року

Протягом перших трьох місяців війни США та Ізраїлю з Іраном панівний настрій на нафтових ринках полягав у тому, що конфлікт закінчиться з дня на день. Коротке червневе припинення вогню підсилило цей оптимізм, тому знадобилося більше часу, щоб поглянути фактам в очі: війна не закінчиться з дня на день. Вона може тривати навіть до наступного року — а це означає вищі ціни протягом довшого періоду. Ф’ючерсний контракт на нафту марки ICE Brent на січень 2027 року торгується на рівні 102,59 доларів за барель. Червневий контракт 2027 року лише трохи нижчий — 92,71 долара за барель, а грудневий…

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

Австралія готується оприлюднити остаточний план щодо утримання більших обсягів ЗПГ на внутрішньому ринку

Австралія готується оприлюднити остаточний план щодо утримання більших обсягів ЗПГ на внутрішньому ринку

Австралія готується представити остаточну версію суперечливого плану, який змусить виробників скрапленого природного газу резервувати до п'ятої частини своєї продукції для місцевих покупців.

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

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

Нова норма нафтового ринку — вищі ціни
РинкиОгляд

Нова норма нафтового ринку — вищі ціни

У вівторок ціни на нафту відкотилися назад, нівелювавши нещодавні здобутки, оскільки інвестори оцінювали ознаки відновлення експорту виробниками Близького Сходу на тлі невизначеності щодо долі війни в Ірані. Нафта марки Brent з постачанням у листопаді впала на 1,5% до $103,72 за барель станом на 13:10 за східним часом, тоді як нафта марки WTI з постачанням у жовтні знизилася на 2,2%, торгуючись на рівні $90,62 за барель. Експорт сирої нафти з регіону зріс до 15,5 мільйонів барелів на добу у вересні, що становить понад 80% від довоєнного рівня і є найвищим показником з моменту початку конфлікту

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

CHINAACCOUNTINGGLOBALTRADE FLOW INSIGHT

China Accounting For 19% of Global Crude Oil Trade

The Chinese market remains the largest one in terms of seaborne crude oil imports, after the first eight months of 2026. In its latest weekly report, shipbroker Banchero Costa said that “after a marginal decline in 2024, when global crude oil loadings decreased by -0.2% y-o-y, things picked up in 2025, with full-year volumes increasing ...

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

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

VINTAGETONNAGECAPTURESTRADE FLOW INSIGHT

Vintage Tonnage Captures the Freight Premium

The defining feature of the current asset market is not limited to five-year-old tonnage trading above newbuilding prices. Repricing spans the entire age curve and intensifies with vessel age. VLCC values are up 30% year-over-year at five years, 42% at ten years, 61% at fifteen years, and 90% at twenty years. The Suezmax curve shows ...

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
РинкиОгляд

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

TANKERSEXPORTFLOWSTRADE FLOW INSIGHT

Tankers: Export Flows Could Increase from West to East

The tanker market could experience an increase of flows from West to East in the coming years, following the 65 billion barrel deal between the US and Venezuela. In its latest weekly report, shipbroker Gibson said that “last Friday, President Trump announced that the US had reached an agreement to control 65 billion barrels of ...

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

GLOBALMARINEENERGYTRADE FLOW INSIGHT

Global Marine Energy Leaders to Gather at IBIA Annual Convention 2026

IBIA – The International Bunker Industry Association will bring together leading figures from across the global marine energy and shipping industries at its 2026 Annual Convention, taking place 10–12 November at the New York Marriott Downtown. The Convention will address the key issues shaping the marine fuels sector, including regulation and policy, fuel quality, alternative ...

Helena Marsh

ShipStation Global Brings Freight Into the Same Lane as Parcel

ShipStation Global Brings Freight Into the Same Lane as Parcel

Small and midsize shippers are often forced to stitch together various tools for parcel labels, freight quotes, tracking, and much more. The fragmentation gets more expensive as a business grows past pure e-commerce, since the moment a merchant needs to move inventory between warehouses or ship a pallet instead of a box, they’re forced out of whatever platform runs their day-to-day shipping and into unfamiliar territory. ShipStation Global CEO Tom Madine has built the company’s post-merger strategy around closing that gap, knowing that the same merchants who came to the platform for parcel lab

Helena Marsh

High Oil Prices Speed Up China’s Shift Away From Crude

High Oil Prices Speed Up China’s Shift Away From Crude

China’s oil consumption fell 9% year over year in the second quarter as expensive crude accelerated the use of electric cars, trucks, rail and industrial equipment. The decline helped cut China’s carbon dioxide emissions by 1% during the quarter, according to an analysis by the Centre for Research on Energy and Clean Air. It was the first quarterly emissions decline in China driven primarily by lower oil consumption. Power-sector emissions rose 3% during the same period as coal-fired generation increased. Electric vehicles displaced…

Helena Marsh

A Subdued Asian Summit Sharpens the Contrast Between Xi and Trump

A Subdued Asian Summit Sharpens the Contrast Between Xi and Trump

It was a relatively subdued Shanghai Cooperation Organization summit for Chinese leader Xi Jinping. He departed the host city Bishkek having made few attention-grabbing headlines. There were no big announcements or viral moments, unlike at 2025’s SCO summit on Xi’s home turf in the Chinese city of Tianjin. In Bishkek, there were no photos of Xi, Russian leader Vladimir Putin and Indian Prime Minister Narendra Modi cutting up together sans interpreters, nor Putin and Xi caught on hot mics discussing how to live for 150 years, nor…

Helena Marsh

Food Inflation Jumps as Higher Energy Costs Hit UK Retailers

Food Inflation Jumps as Higher Energy Costs Hit UK Retailers

Shop price inflation has hit a two-year high and is set to climb through the autumn as a surge in energy and commodity costs filters through to consumers, a top business group has found. The British Retail Consortium (BRC), which represents major supermarkets and high street shops across the UK, warned that shop price inflation increased to 1.5 per cent in the year to August. The higher rate of price rises compares to a rise of 0.9 per cent in the year to July and a three-month average of 1.2 per cent. Shop price inflation was at the…

Helena Marsh

Dameme steps up as Geodis CCO

Dameme steps up as Geodis CCO

Geodis has promoted Veronique Dameme to chief commercial officer for its global freight forwarding business, effective today. Ms Dameme brings more than 30 years’ experience in the logistics sector, including 17 years in the US, with expertise spanning international business development, customer strategy and global supply chains. She has particular experience in the healthcare and life sciences sector, having joined Geodis in October 2025 as sales director for healthcare and life sciences ... The post Dameme steps up as Geodis CCO appeared first on The Loadstar .

Helena Marsh

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

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

Iran Dismisses Trump Claim of Kharg Attack as Hostilities Return

Iran Dismisses Trump Claim of Kharg Attack as Hostilities Return

Iran on Monday dismissed as “laughable” a Truth Social AI-generated post by U.S. President Donald Trump that the key Iranian oil export hub of Kharg Island is “being blown to smithereens”, as tensions in the Middle East boiled up again with U.S. attacks and Iranian claims of retaliatory strikes. President Trump late on Sunday posted an AI-generated video on his Truth Social platform, with the caption “Kharg Island being blown to smithereens!!! President DJT”. In response to the post, Iran on Monday said, via…

Helena Marsh

TAIWANONLYLEVERAGETRADE FLOW INSIGHT

Is Taiwan The Only Leverage The U.S. Has In Getting China To Toe The Line In Ira

There is always a winner in any major global oil crisis. In 1973/74, it was Saudi Arabia and its OPEC brothers who shifted the balance of power in the market away from the previous arrangement dominated by the West’s ‘Seven Sisters’ to the oil producers of the Middle East. After the 2014-2016 Oil Price War, it was the U.S. whose earlier nascent shale oil sector resisted the threat to its very existence from Saudi Arabia and OPEC, reorganising into a meaner, leaner, lower-cost oil production machine. The U.S. was the winner again…

Helena Marsh

Supply driven trucking market cycle explained in the data
РинкиОгляд

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

Borderlands Mexico: Nuevo León governor pitches border boom as Texas-Mexico freight surges

Borderlands Mexico: Nuevo León governor pitches border boom as Texas-Mexico freight surges

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: Nuevo León governor pitches border boom as Texas-Mexico freight surges; NADBank plans nearly $164M in water projects; and Otay Business Park completes first phase near US-Mexico border. Nuevo León governor pitches border boom as Texas-Mexico freight surges Nuevo León Gov. Samuel García is betting billions of dollars in infrastructure, industrial development and security investments can help transform the Mexican state into an increasingly

Helena Marsh