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The Geopolitical Energy and Risk Monitoring Report
Welcome to The GERM Report by Dan Graeber, a commentary on the intersection between geopolitical events and the price of oil. GERM stands for Geopolitical Energy and Risk Monitoring. Our indicator is based on the expected price volatility by the end of the current trading week. Risk level: Yellow RED: Severe (+/- 4%) ORANGE: High (+/- […]
Tags: Brent, COSCO, freight, GERM, syria, Trump, Turkey -
Felixstowe Operational Update
Following challenges with the implementation of a new terminal operating system (TOS) on June 2018, container vessels calling at Felixstowe faced serious delays. This resulted in sharp declines in deployed capacity and a diversion of deep-sea services away from Felixstowe. At ClipperData, we have invested significantly in our data coverage, which allows us to provide […]
Tags: anchorage time, container shipping, containers, efficiency, Felixstowe, freight, operational efficiency, port, productivity, Shipping, teu, vessels -
Asia-to-ECSA Trade Booms as China Seeks Protection From US Trade War
The Asia to East Coast South America (ECSA) trade is surging – and a major factor is a greater focus by China on boosting its business with this continent. Drivers for this include moves by China to bolster its Belt and Road Initiative (BRI) in ECSA, an upsurge in its demand for Brazilian agricultural products […]
Tags: brazil, china, freight, Trade -
The Geopolitical Energy and Risk Monitoring Report
Welcome to The GERM Report by Dan Graeber, a commentary on the intersection between geopolitical events and the price of oil. GERM stands for Geopolitical Energy and Risk Monitoring. Our indicator is based on the expected price volatility by the end of the current trading week. Risk level: Orange RED: Severe (+/- 4%) ORANGE: High (+/- […]
Tags: Brent, Economy, freight, GERM, sanctions, Trade, Trump, vlcc