Infospectrum Insights

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Two Minutes with Luciano Mezzalira, Senior Analyst, Oxford

Posted by William Hogg on 5 Jul 2019

This month we caught up with Luciano Mezzalira, Senior Analyst at Infospectrum’s Oxford office, who has been a mainstay of Infospectrum's Americas team since 2006.

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Trading, shipping and the Strait of Hormuz

Posted by Infospectrum Analyst Team on 1 Jul 2019

The escalation of political strains between the US and Iran seen in recent weeks has added more uncertainty to global energy and shipping markets. The sensitivity arises from the status of the Strait of Hormuz, the 65km-wide sea channel which separates Iran from Oman, and through which around 20% of global oil supply passes.

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A case in point - Corruption in Colombia

Posted by Americas Desk on 19 Jun 2019

Political & Country risk has always been very much in the limelight, and we are currently seeing numerous examples play out in countries all over the world. Our Americas team has been monitoring their local region closely, and here provides a case study of sorts, which highlights some of the complications businesses with international interests and investments can face. 

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Global LNG trade: “Risk-versus-reward” in a growing market

Posted by Infospectrum Analyst Team on 13 Jun 2019

The boom in liquefied natural gas (LNG) trade shows no signs of abating, with globally-traded volumes likely to edge up towards 350million tonnes (mt) in 2019. LNG is seen as complementary to climate targets and offers diversification from reliance on pipeline gas. The key demand driver is China, which will soon overtake Japan as "number-one" LNG importer. Activity is rising in Europe, too, with Germany soon to join the ranks of buyers.

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Catching a falling knife - Compliance in Trumpian Times

Posted by William Hogg on 29 May 2019

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 23 May 2019

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 9 May 2019

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 30 Apr 2019

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 29 Apr 2019

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 26 Apr 2019

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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