Monthly Newsletter - February 2025
|
Discover the latest platform updates, including newly improved Market Prices, Fuel EU, Port Agents and Quick Views, plus key market highlights
on Dry and Tanker market dynamics.
|
|
|
Analytics Suite: Market Prices just got even better! Now, you can assess Spot Prices, analyse FFA Contracts, and conduct insightful comparisons to evaluate competitive markets—all in one place. With expanded insights and an improved UX/UI, now you have a powerful tool to make informed Chartering and Hedging decisions taking into account various value drivers. Full access for Baltic subscribers, but even without, you can explore trends with Signal’s rates.
|
|
Analytics Suite: Easily access reliable, up-to-date contact details for over 3,200 port agents worldwide. Integrated within Port Insights, this report sits alongside Live View, Congestion Trends, and Bunkers, helping you coordinate Port Calls efficiently. Having the right contacts at the right time makes all the difference—start using the Port Agents Report today!
|
|
|
Analytics Suite: Quick Views streamline your workflow, allowing you to assess market performance without manual filtering. Whether it's Vessel Count or Flows, you can have with one click preset views based on either Baltic Routes or Commodity and refine with additional filters to match your needs. Now available for both Tanker and Dry users—filter, save, and analyse data effortlessly.
|
|
Voyage Calculator: Starting 2025, all fleets must comply with the Fuel EU Maritime Regulation. We’ve integrated Fuel EU costs directly into the Voyage Calculator, so you can track penalties, get a transparent breakdown, and understand the regulation methodology. Navigate the new compliance landscape with ease and make better-informed decisions for your voyages.
|
|
|
Dynamics of U.S. Coal Exports to Europe
|
U.S. coal shipments to Europe saw a 4.5% year-over-year decline in 2024, with January 2025 volumes showing further weakness. Regulatory changes and energy transition policies may be contributing factors, while seasonal peaks are expected later in the year.
|
|
|
|
Evolution of Canadian Oil Flows
|
Recent volatility in the crude oil freight market has been driven by Canadian oil exports and U.S. tariff decisions. While the suspension of tariffs on Canadian oil has provided short-term relief, uncertainty remains about potential reintroduction in Q2 2025.
|
|
|
|
VLCC Supply Tightening & TD3 Outlook
|
VLCC net supply has dropped significantly, reinforcing the inverse correlation with TD3 rates. With crude oil demand remaining resilient, TD3 rates continue to strengthen. However, macroeconomic uncertainties such as OPEC policies and Federal Reserve rate decisions add complexity to the outlook.
|
|
|
|
Cyclone Disruptions Hit Australian Iron Ore Exports
|
Severe weather events in early 2025 disrupted Australian iron ore shipments, causing temporary port closures and infrastructure damage. While this led to a dip in iron ore prices, expectations remain for a market rebound as operations normalise.
|
|
|
|
Evolution of Russian Dirty Oil Flows to Europe
|
Sanctions and geopolitical events continue to reshape Russian oil flows, with Turkey reducing imports due to recent U.S. sanctions. If the Russia-Ukraine war ends, potential lifting of sanctions could drive a shift in global crude supply chains and oil prices.
|
|
|
|
Thank you for catching up with the latest from Signal! Stay tuned for more updates, insights, and tools. Click here to download this newsletter.
|
|
|
© 2025 The Signal Group. All Rights Reserved.
|
|
|
|
