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Report on China's Targeting of the Maritime, Logistics & Shipbuilding Sectors for Dominance​

January 21, 2025

China's Maritime Playbook "Unreasonable"

In this episode, Sal Mercogliano—a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the findings from the Office of the Trade Representative Report on China's Targeting of the Maritime, Logistics, and Shipbuilding Sectors for Dominance.


16:13

USTR Investigation Finds China’s Maritime Playbook ‘Unreasonable’ as U.S. Shipbuilding Hits Historic Low https://gcaptain.com/ustr-investigati...
Report: US to Declare China’s Use of Unfair Trade Practices in Shipbuilding https://maritime-executive.com/articl...

Link to report:
 
The soybean market might have raised its floor | Weekly Commodity Market Update

 
Last edited:

S&P 500 and Nasdaq futures rise, Netflix pops after earnings beat: Live updates​

S&P 500 and Nasdaq-100 futures rose Wednesday, led by early gains in Netflix, after the streaming giant posted blockbuster quarterly results.

Futures contracts tied to the broad market index advanced 0.4%, while those associated with the Nasdaq-100 jumped 0.8%. Dow Jones Industrial Average futures gained 61 points, or 0.1%.

Netflix shares soared more than 14% after the company surpassed 300 million paid memberships. It’s fourth-quarter earnings and revenue also topped analyst expectations. The streamer’s results got a boost from hit series “Squid Game” and live sporting events such as the Jake Paul and Mike Tyson boxing match.

 
I don't normally post Snyder's vids, but I thought this one is pretty good. Talks about the Baltic Dry, supply chain, trade and more.

The Real Economic Effects of Trump’s Policies: A Deep Dive​

Jan 21, 2025

Tariffs on Mexico and Canada begin on February 1, or do they? Whether President Trump is merely posturing or not, the threat is real and the situation globally they would be starting from makes for a difficult mix. That's why the dollar is rising, rates are falling, and real economy variables are already experiencing significant pressure.


17:55
 

Wall Street Breakfast Podcast: Netflix Bills Climb, Shares Rise​

Summary​

  • Netflix's fourth-quarter earnings exceeded expectations, with record user growth and increased subscription prices, alongside expanded buyback plans.
  • Space stocks surged as bullish sentiment grew following Trump's pro-space policies and the nomination of Jared Isaacman.
  • Google invests significantly in Anthropic, boosting its AI sector presence and competing with OpenAI.
More:

 
Morning Bid: Trump switches to AI as tariffs lurk, Netflix soars

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

Retaining a persistent, if uncertain, threat of new tariffs, U.S. President Donald Trump quickly switched his attention to technology and artificial intelligence this week - exciting the red-hot sector that's about to report its latest earnings round.

More:

 

Scrap Metal Insights: Copper’s Next Move Amid Tariff Fears and Market Uncertainty​

📈 Check Scrap Prices: https://iScrapApp.com/ - The scrap metal markets are shifting fast as tariff uncertainty, economic rollbacks, and global production changes shake things up. Copper prices remain stable—for now—but traders are watching tariff threats and rate cut speculation closely. Meanwhile, ferrous scrap prices have surged, with the South leading the charge. Here’s what you need to know to stay ahead:


10:56

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

Wall Street Breakfast Podcast: EU Weighs EV Subsidies Amid Struggles​

Summary​

  • The EU is considering subsidies for electric vehicles to support domestic carmakers amid weak demand, while maintaining the 2035 deadline for ending internal combustion engine sales.
  • Santee Cooper seeks proposals to complete halted nuclear reactors, aiming to meet AI-driven clean energy demand, benefiting nuclear-related stocks.
  • CNN and NBC News reportedly plan job cuts to reduce costs, with CNN potentially moving some production to Atlanta for efficiency.
  • Electronic Arts' plunged premarket after lowering its full-year net bookings forecast due to weaker performance from key game titles.
More:

 

Panama Canal Battle Latest: What It Could Mean For U.S. Ag​

Jan 23, 2025


3:03
 

What the Ship (Ep116) | Maritime Leaders | Tariffs & Review | Panama Canal | Wind Leases | Red Sea​

Jan 23, 2025 #supplychain #Coastguard #FMC

What the Ship (Ep 116) | The Gulf of America? | Trump Fires Commandant of US Coast Guard and Appoints New Head of FMC | Trade Review and Tariffs | Panama Canal Security | Wind versus Oil Offshore Leases | Ceasefire in Gaza and Is the Red Sea Opening Back Up? January 23, 2025


35:00

Time stamps and links below the vid on youtube.
 

Inside Greenland’s $211M Rare Earth Goldmine​

Nov 22, 2024
Explore the massive Tanbreez Greenland Rare Earth Mine, home to 4.7 billion tonnes of mineral-rich deposits poised to reshape global supply chains for critical minerals. With advanced extraction methods, renewable energy, and direct shipping access, this project could secure rare earth independence for the West.


12:54
 

Stock futures inch lower, but major averages on track for second positive week in a row: Live updates​

Stock futures edged lower in overnight trading Thursday after the S&P 500 hit a record closing high following President Donald Trump’s call to lower interest rates and crude prices.

Futures on the Dow Jones Industrial Average dipped 35 points. S&P 500 futures and Nasdaq 100 futures both inched down 0.1%. Earlier, the S&P 500 notched its first record close since Dec. 6.

Stocks got a boost Thursday after Trump said he would “demand that interest rates drop immediately” as he addressed world leaders in Davos, Switzerland. The president also said he would ask Saudi Arabia and other OPEC nations to lower the price of oil.

More:

 
CLS WMR Week 3 (registration is free)

Bancosta Week 3

Fearnleys Week 4

www.drewry.co.uk

World Container Index - 23 Jan

23 Jan 2025: Drewry’s World Container Index decreased 11% to $3,445 per 40ft container this week.
www.drewry.co.uk www.drewry.co.uk

Baltic Exchange Dry Index - Price - Chart - Historical Data - News

Baltic Dry decreased 282 points or 28.28% since the beginning of 2025, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Baltic Exchange Dry Index - values, historical data, forecasts and news - updated on January of 2025.
tradingeconomics.com tradingeconomics.com
 

Stock futures slip, but major averages on track for second positive week in a row: Live updates​

Stock futures edged lower Friday after the S&P 500 hit a record closing high following President Donald Trump’s call to lower interest rates and crude prices.

Futures on the Dow Jones Industrial Average fell 60 points, or 0.1%. S&P 500 futures also lost 0.1%, and the Nasdaq-100 futures shed 0.2%. On Thursday, the S&P 500 notched its first record close since Dec. 6.

Stocks got a boost Thursday after Trump said he would “demand that interest rates drop immediately” as he addressed world leaders in Davos, Switzerland. The president also said he would ask Saudi Arabia and other OPEC nations to lower the price of oil.

More:

 
www.marctomarket.com

Dollar Slides

Breaking Down and Making Sense of the Global Capital Markets with Political Economist Marc Chandler
www.marctomarket.com www.marctomarket.com
 

S&P 500 slides on Friday as rally pauses, but stocks notch back-to-back weekly gains: Live updates​

The S&P 500 closed lower after hitting new records on Friday, as investors took some profit at the end of a solid week centered on President Donald Trump’s return to the White House.

The benchmark index shed 17 points, or 0.3%, to 6,101.24, reversing course after hitting a fresh intraday record earlier in the session. The Nasdaq Composite slipped 0.5% to 19,954.30. The Dow Jones Industrial Average dropped 140.82 points, or 0.3%, to 44,424.25. The lower close on Friday means the three major indexes have snapped a four-day winning streak.

More:

 
www.freightwaves.com

The autonomous yard dog gets an AI-powered upgrade

Autonomous yard operations leader Outrider recently announced an industry-first deployment of advanced reinforcement learning (RL) techniques across its customer sites.
www.freightwaves.com www.freightwaves.com

www.freightwaves.com

Rail industry outlines legislative priorities at House hearing

Cargo theft, rail crossings, and infrastructure improvements dominate House hearing on rail legislative issues.
www.freightwaves.com www.freightwaves.com

www.freightwaves.com

Kodiak Robotics strikes first in the driverless truck commercialization race

Kodiak Robotics and Atlas Energy Solutions announced that Atlas completed the delivery of 100 loads of proppant with two RoboTruck equipped with Kodiak Driver, Kodiak’s self-driving system.
www.freightwaves.com www.freightwaves.com
 

Shipping 101: Containerships​

Jan 25, 2025 #supplychain #shipping #containership

In this episode, Sal Mercogliano—a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the evolution of containerships.

Shipping 101: Containerships​


- The Geography of Transport Systems https://transportgeography.org/conten...
- Port Economics, Management and Policy https://porteconomicsmanagement.org/p...
- Fourth Arm of Defense Sealift and Maritime Logistics in the Vietnam War https://www.history.navy.mil/research...
 

Dow futures tumble 400 points, Nasdaq futures lose 4% as Nvidia leads AI stock rout: Live updates​

Stock futures were down sharply on Monday on concern about an artificial intelligence stock bubble popping because of the emergence of Chinese startup DeepSeek that possibly made a competitive AI model for a fraction of the cost.

Futures tied to the Dow Jones Industrial Average dropped 430 points, or 1%, while S&P futures shed 2.3%. Nasdaq 100 futures slid 4.5% amid a big decline in technology shares.

Last week, DeepSeek released an open source AI model that reportedly outperformed OpenAI’s in several tests. The company had launched an open source large-language model in December for what it says was less than $6 million. While Wall Street questions that figure, the foreign startup is still raising concern that the billions being spent to build out big AI models could be done for much more cheaply.

More:

 

Take Five: Fed, ECB - and more from Trump​

LONDON, Jan 27 (Reuters) - It's a big week ahead as the U.S. Federal Reserve, European Central Bank and Bank of Canada hold their first meetings of 2025.

Into the mix go earnings from heavyweights including Apple and Tesla, and likely market spikes from comments by new U.S. President Donald Trump - especially any on tariffs.

Here's your guide to the week ahead in global markets from Lewis Krauskopf in New York, Kevin Buckland in Tokyo and Amanda Cooper, Lucy Raitano and Yoruk Bahceli in London.

More:

 

DeepSeek May End US Stocks Exceptionalism: 3-Minute MLIV​

Jan 27, 2025

Anna Edwards, Guy Johnson, Kriti Gupta and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."


3:13
 

Morning Bid: AI, aye, aye​

Jan 27(Reuters) - A look at the day ahead in U.S. and global markets by Amanda Cooper, Finance and Markets Breaking News Editor, Europe.

Stocks are getting hammered on Monday, with hefty declines in the technology sector as artificial intelligence big guns like Nvidia, Qualcomm and Intel took a dive.

The trigger was a burst of hype around the launch last week of Chinese startup DeepSeek's AI rival to ChatGPT. Not only is DeepSeek's app now top of the leaderboard on the Apple Store in terms of downloads, online searches for "DeepSeek" have exploded in the last 7 days, while those for its larger competitor have remained stagnant.

More:

 
maritime-executive.com

Floating Offices

Connectivity might be the fastest-changing part of the shipping industry.Just a decade ago, most ships dropped out of digital contact when they saile...
maritime-executive.com maritime-executive.com
 
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