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Catching a falling knife - Compliance in Trumpian Times

Posted by William Hogg on May 29, 2019 9:51:17 AM
You only have to look at the headlines of the last few weeks to know that the current market conditions represent a perfect storm for those concerned about compliance. How does an industry which has always worked around the edges of the possible (and occasionally the legal) find a way through?
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China-US tension creates uneven liner risks

Posted by Neil Dekker on May 23, 2019 3:36:55 PM

The latest round of tariff increases imposed by the US on Chinese-made goods will, we believe, impose different levels of potential risk on the major liner operators. Second-time around, the wider market ramifications could also be more significant. 

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Filing Season - All Change

Posted by William Hogg on May 9, 2019 9:59:04 AM
It’s reporting season again, a time when nerds such as ourselves get excited about seeing whether estimations about last year’s performance of the companies we cover were accurate, and finding that extra nugget of information buried in note 148b. However, 2019 has brought with it challenges which may undermine the value of past financials.
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Joining the Dots at Richards Bay Coal Terminal

Posted by Ian Staples on Apr 30, 2019 8:59:01 AM

This week's Insight has come from Infospectrum alumnus Ian Staples, who has been keeping an eye on movements in the major South African coal export point, Richards Bay Coal Terminal (RBCT).

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Two Minutes With Wanting Huang, Senior Analyst, Singapore

Posted by William Hogg on Apr 29, 2019 3:53:33 PM

This month, we spent some time with Wanting Huang, Senior Analyst at Infospectrum’s Singapore office, who shared what she gets up to on a typical day and why she enjoys being a member of the Infospectrum team.

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Reinforcing a long-term commitment to the global counterparty risk appraisal market ahead of IMO 2020

Posted by Panos Panousis on Apr 26, 2019 5:02:37 PM

In today’s global maritime industry, continuous access to high quality counterparty risk appraisal has never been more vital.  As we progress the latest phase of our global expansion plan, our growing team of analysts are keenly observing a plethora of changes that are impacting traders, credit managers, and CFOs. These include, but are not limited to, the upcoming introduction of the IMO’s global sulphur limit, complex industry and macroeconomic trends, and changes in the counterparty risk appraisal market. 

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PDVSA: Trials and Tribulations

Posted by Luciano Mezzalira on Apr 2, 2019 2:11:09 PM

A key member of our Americas team, Luciano Mezzalira, is a proud Venezuelan, and has been following the ongoing political crisis in the country.  We've covered the challenges of compliance issues in our earlier article. In our latest piece, Luciano covers the issues surrounding national oil company Petróleos de Venezuela S.A. (PDVSA), and how this is impacting its exposure to the shipping markets.

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Bad Operators: It's All in the Small Print

Posted by William Hogg on Mar 18, 2019 9:00:00 AM

We've covered the impact of the recent dry bulk market movements on the operating sector in our recent article, but there are some market participants whose model ensures money is made in any market by walking away from commitments.

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Two Minutes With Simon Hasslacher, Senior Analyst, Americas

Posted by William Hogg on Mar 12, 2019 9:40:28 AM

This month, we spoke with Simon Hasslacher, Senior Analyst at Infospectrum’s Americas office, to learn more about how his shipping career began and what he gets up to outside of work.

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Irrational Ordering? Container Shipping Supply and Demand Hangs in the Balance

Posted by Neil Dekker on Mar 7, 2019 9:25:34 AM

Is it business as usual for ocean carriers as they continue to buy large vessel assets? In a rapidly changing market, it is important that shipping lines have sufficient liquidity to pay for assets that some would argue are, in certain cases, not even required.

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