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Dry bulk digital efficiency drivers in the spotlight - Splash247

The first session at the first ever Geneva Dry conference tackled digital efficiency drivers across the dry bulk supply chain, smoothly moderated by Richard Watts from HR Maritime. The panel was tasked with outlining how digitalisation can enhance dry bulk shipping operations to the benefit of...
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The economic and commodities outlook from Geneva - Splash247

As metaphors go to highlight today’s tortuous trading environment, the fact that the Economic and Commodities Outlook session kicked off Friday’s Geneva Dry conference with an empty seat on stage was rather apt – Shamika Sirimanne, director of the UN Trade and Development’s division on...
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Podcast here. Really nothing to see, can listen in one tab, play around the forum in a different tab. It's an hour and 10 mins long so you may want to listen in segments, I did. Remember, this is someone's opinion. DYODD

David Murrin: We are Looking at a Decade of Conflict​

May 6, 2024 #DavidMurrin #HegemonicChallenge #Autocracy

Tom Bodrovics is once again joined by global forecaster and author David Murrin to discuss global conflicts and the cycles that lead to them. Murrin believes that China is currently challenging the U.S. in a hegemonic battle, influenced by the Kondratiev cycles that have been playing out for centuries. He sees war as a natural selection process that arises when an empire reaches its peak, and describes it as entropic. Murrin believes that war is inevitable and that China is using hostile actions such as the release of COVID-19 and IP extraction to challenge the U.S. The ongoing Ukrainian-Russian conflict is described as a "bloody stalemate" due to the U.S.'s lack of support for Ukraine. Murrin argues that until America provides Ukraine with the necessary resources and confronts Putin with strength, he will continue to gain ground. He also discussed the role of leadership in handling the COVID-19 pandemic, the complexity of the Middle East conflict, and the need for Western countries to create coherence and order in order to present a strong front against external challenges.

Murrin also discussed the Kondratiev cycles, to explain the potential for a third world war. He predicts an escalating conflict in the Middle East, with Iran potentially using its nuclear power for regional dominance. He warns of hypersonic cruise weapons and the need for the U.S. to maintain a military capability on par with its challengers. Murrin also suggests that the West must learn from the mistakes of the past, particularly in the Middle East, and avoid the hubris of thinking that one nation is exceptional. He emphasizes the importance of lateral thinking and adaptability in facing hegemonic challenges and urges Western societies to demand more from their leaders and prioritize strategic thinking.

Murrin stresses the importance of understanding the cycles of history and learning from past mistakes, as well as the need for strong leadership and lateral thinking in navigating through these conflicts.



Time Stamp References:
0:00 - Introduction
0:47 - Conflicts & Cyclicality
10:40 - Russia & West's Approach
16:23 - Outcomes & Inevitability
21:33 - U.S. Power & Hubris
22:48 - Hamas/Israel Conflict
34:20 - Chess Moves & WW III
39:47 - Constriction & Commodities
45:22 - Coming Commodity Cycle
51:53 - Treasury Exits & China
54:28 - Chinese Demographics
58:10 - Conscription
1:03:26 - Concluding Thoughts
1:07:30 - Wrap Up
 

South America runs into production problems | Weekly Commodity Market Update​

May 7, 2024

This week Will and Ben dive into the impacts of wet weather and upcoming USDA reports.


12:37
 

Morning Bid: Stocks buoyant as Sweden cuts, oil skids​

May 8, 2024

A look at the day ahead in U.S. and global markets from Mike Dolan

Wall Street looks to have brushed off the latest hawkish Federal Reserve noises and Disney's outsize swoon, with European bourses stalking new records as Sweden becomes the latest G10 central bank to cut interest rates and oil prices plunged.

Stocks futures and Treasury yields held pretty steady overnight even after Minneapolis Fed chief and known hawk Neel Kashkari said all policy options were on the table in getting inflation back in the bottle.

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splash247.com

Two more MSC ships targeted by the Houthis - Splash247

Two more boxships belonging to Mediterranean Shipping Co (MSC) were attacked by the Houthis yesterday with Splash estimates now suggesting the number of merchant ships targeted in the region since November last year is closing in on 100 ships. The MSC Gina and MSC Diego – both around 4,000 teu...
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splash247.com

Making data actionable: Geneva Dry workshop has plenty of advice - Splash247

After the first session of the inaugural Geneva Dry conference chewed over digital efficiency drivers across the dry bulk supply chain, the second session of the day followed a similar – digital – path and looked at how large amounts of shipping data could be turned into actionable solutions...
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Scrap Prices: Aluminum Finally Sees A Boost, Copper Falls​

📈 Check Scrap Prices: https://iScrapApp.com/ - Join us in this week’s scrap metal market update where we dissect the latest fluctuations in copper and aluminum prices. Learn why copper might rebound despite recent dips and why scrappers are rushing to sell their aluminum stock. We’ll also cover the stability in iron and steel prices, and the steady market for catalytic converters affected by platinum price shifts. Plus, find out how slight increases in carb and rare earth prices could affect your scrapping strategy. Don’t miss our ongoing series on YouTube for more tips and strategies to maximize your profits in the scrap metal market.

👉 Read more: https://iscrapapp.com/blog/weekly-scr...


14:20
 

Morning Bid: China trade heats up, UK rates in view​

May 9, 2024

A look at the day ahead in U.S. and global markets from Mike Dolan

As Wall Street stalls its recent rally, world markets switched attention to China's on-off recovery and whether the Bank of England's latest policy decision on Thursday may signal that it is ready to ease credit as early as next month.

U.S. stock futures as well as Asian and European equities have turned more subdued generally. But Chinese stocks (.CSI300), opens new tab clearly outperformed overnight after news the country's exports and imports returned to growth in April - stirring hopes that government stimulus measures there may be starting to kick in.

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