Want to create an interactive transcript for this episode?
Podcast: Freight Up! Fuel oil, iron ore, steel and other commodity insights from Freight Investor Services
Episode: Capes Climb and Arb opportunity on Iron Ore Spreads
Description: This latest episode of Freight Up tracks the markets with a strong focus on capesize bulk carriers and the shifting opportunities in iron ore spreads.I’m Jess, and alongside Davide, I’ll be steering you through what’s been a dynamic couple of weeks across freight and commodity markets. This week, we dig into why the capesize segment has outperformed, the forces shaping paper and physical market moves, and how macroeconomic shifts in China and the West are starting to make their mark. We also welcome Ben Klang for a guided walk throug...