Dry Freight, FFAs and Technology with Mads Frank Markussen

Dry Freight, FFAs and Technology with Mads Frank Markussen

In this episode, we do a deep dive into the dry freight market and how bulk commodities are shipped around the world and by whom. As the commodities markets themselves become more efficient, freight markets are starting to represent one of the biggest sources of risk and opportunity available to traders and charterers. This, in turn, is driving convergence between the traditional separation between ship owners, charterers and the traders. What is the structure of the market for dry freight? How do participants use Freight Forward Agreements? What is the impact on talent? And how could coming technology disrupt and develop this volatile corner of the commodities world. Our guest is Mads Frank Markussen, Head of Research and Market Intelligence at the European ship owner and freight trader, Navi Merchants

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Seizures, Search Warrants, and Sanctions: The blockade of Venezuela’s Dark Fleet Webinar by Deep Blue Intelligence

Seizures, Search Warrants, and Sanctions: The blockade of Venezuela’s Dark Fleet Webinar by Deep Blue Intelligence

For a special episode we have the recording of a webinar, David Tannenbaum, the Director of Deep Blue Intelligence, and Carmella O’Hanlon from Blank Rome, discuss the US Coast Guard’s seizure of the ...

24 Dec 202555min

The Big Picture with David Fyfe

The Big Picture with David Fyfe

As we come toward the end of the year, what is the global macro-economic picture. What have been the key themes in 2025 and how have they manifested in energy and commodity markets? And what can we d...

17 Dec 20251h 2min

The State of Oil with Homayoun Falakshahi

The State of Oil with Homayoun Falakshahi

As we begin to wrap up the year, we return to the crude markets. What has been oil’s journey in the latter half of 2025? What has all this meant for trader performances after a challenging first half?...

10 Dec 202553min

Trading in Asia with Iain Lawson

Trading in Asia with Iain Lawson

In this episode we return to Singapore and commodity trading in Asia. Is Singapore still a must -have hub as part of a global commodity footprint? What are the key commodities traded there? How do tho...

3 Dec 202551min

Wine with Nick Brewer

Wine with Nick Brewer

Today, in time for the US Thanksgiving, we discuss wine. From rare Burgundies to commodity wine that is shipped in containers and blended. What is wine? How is it made? What is the market structure an...

26 Nov 202558min

Will Ags Save Your Portfolio? With Jake Hanley

Will Ags Save Your Portfolio? With Jake Hanley

Today, we are talking agricultural markets and the case for investing in agricultural commodities, particularly in ETFS. And why that case is enhanced in the volatile world of today and the perhaps mu...

19 Nov 202549min

Trading: the hidden $3trillion dollar opportunity with Antti Belt

Trading: the hidden $3trillion dollar opportunity with Antti Belt

Why don’t more energy & resource companies have trading arms? For that matter, why don’t more sectors trade? Chips, drugs even real estate? Why are CEOs reticent to set up trading platforms and what a...

12 Nov 202555min

Schism & Domination: Founding Trafigura & Glencore:  Mark Crandall Part 2

Schism & Domination: Founding Trafigura & Glencore: Mark Crandall Part 2

In Part 2, Mark Crandall relives the events that led to the founding of Glencore and Trafigura. Why did Claude Dauphin go his separate way and what was the founding vision for Trafigura? How had Marc...

5 Nov 20251h 2min

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