Should you plan to have other drybulk (and probably not only drybulk) people on record, gentle request from my side is to elaborate on the subject of Baltic Indices and their relevance / discrepancy with physical markets.
What Peter said - TA cape route has 10% total volume, but 25% of weight in the index. And there are many other examples across the sizes. Like Baltic Handy Index is excluded from Baltic Dry Index. While today it's higher than Baltic Supramax Index and so on.
Further want to add, that the constant evolution of ship sizes and very diversified cargo base make dry bulk, in my opinion, very difficult to follow from the outside. Hence believe any and all insights in drybulk industry will make your audience happy.
Dear Edward, we've just listened to your insightful interview with the top dry bulk analyst, and it's an excellent content and valuable insights shared. It's a "must-listen" for anyone interested in dry bulk shipping.
At Maritime Analytica Newsletter Editions, where we cover container shipping news, art, sustainability, and games with +2K subscribers from +115 countries, we believe in the power of diverse perspectives. Your audience might find our content equally engaging. How about exploring a cross-posting opportunity? This way, our subscribers can benefit from a broader range of perspectives in the maritime industry. Looking forward to the possibility of collaboration. Regards.
By the way, these below are our latest posts on container shipping in Substack. Please feel free to review, and if you find the one that will be the most beneficial for your subscribers, you can cross-post in your page. (Here is how; https://on.substack.com/p/introducing-mentions-and-cross-posts). We're also looking forward to having the link of your free posts/podcasts related to container shipping, so that we can easily review and cross-post one in our page accordingly. Our contact details are included into final section of each post.
Dry bulk rates are looking firm for 2024. Dry bulk fleet increased in 2023 because congestion droped, unlikely to happen in 24. Product tankers rates are good . Klaveness Combination Carriers is in the sweet spot. Seriously looking into this.
Thank you, Ed.
That's just great!
Should you plan to have other drybulk (and probably not only drybulk) people on record, gentle request from my side is to elaborate on the subject of Baltic Indices and their relevance / discrepancy with physical markets.
What Peter said - TA cape route has 10% total volume, but 25% of weight in the index. And there are many other examples across the sizes. Like Baltic Handy Index is excluded from Baltic Dry Index. While today it's higher than Baltic Supramax Index and so on.
Further want to add, that the constant evolution of ship sizes and very diversified cargo base make dry bulk, in my opinion, very difficult to follow from the outside. Hence believe any and all insights in drybulk industry will make your audience happy.
Thank you!
Dear Edward, we've just listened to your insightful interview with the top dry bulk analyst, and it's an excellent content and valuable insights shared. It's a "must-listen" for anyone interested in dry bulk shipping.
At Maritime Analytica Newsletter Editions, where we cover container shipping news, art, sustainability, and games with +2K subscribers from +115 countries, we believe in the power of diverse perspectives. Your audience might find our content equally engaging. How about exploring a cross-posting opportunity? This way, our subscribers can benefit from a broader range of perspectives in the maritime industry. Looking forward to the possibility of collaboration. Regards.
https://maritimeanalytica.substack.com/
By the way, these below are our latest posts on container shipping in Substack. Please feel free to review, and if you find the one that will be the most beneficial for your subscribers, you can cross-post in your page. (Here is how; https://on.substack.com/p/introducing-mentions-and-cross-posts). We're also looking forward to having the link of your free posts/podcasts related to container shipping, so that we can easily review and cross-post one in our page accordingly. Our contact details are included into final section of each post.
- 📰 The Maritime News: https://maritimeanalytica.substack.com/p/the-maritime-news-edition-27
-🎨The Maritime Art: https://maritimeanalytica.substack.com/p/the-maritime-art-edition
- 🎮The Maritime Games: https://maritimeanalytica.substack.com/p/the-maritime-games-edition
-🌿The Maritime Sustainability: https://maritimeanalytica.substack.com/p/the-maritime-sustainability-edition
Regards
Sam, Founder of Maritime Analytica
Dampskibsselskabet Norden and Klaveness. Two great companies. Dry bulk + product tankers.
Dry bulk rates are looking firm for 2024. Dry bulk fleet increased in 2023 because congestion droped, unlikely to happen in 24. Product tankers rates are good . Klaveness Combination Carriers is in the sweet spot. Seriously looking into this.
Great épisode! We need a podcast explaining the oil market and the gas market.
This was great, very interesting episode!
Edward, you are making us smarter. Great podcast again.
An excellent interview, with a top dry bulk analyst. Much great insight to absorb. A “must listen” for anyone interested in dry bulk shipping.
Time to listen, finally. Great job, Peter is facilely encyclopedic in addition to being a really nice guy.