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The huge surge in Chinese steel production was fed above all from imported iron ore and most of that came

April 4, 2021

The huge surge in Chinese steel production was fed above all from imported iron ore and most of that came from Australia. A plateau was reached in 2016. Can China now reduce its dependence?
@Gavekal https://t.co/WradQwBNCy

RT @ctorresreporter: Ice cream CPI. This is out of control We need tighter monetary policy. Seasonally adjusted, mind you, so

August 9, 2022

RT @ctorresreporter: Ice cream CPI. This is out of control We need tighter monetary policy. Seasonally adjusted, mind you, so clearly too m…

Global rate of shipbuilding never recovered from 2000s boom-bust cycle -> capacity shortages now will not be fixed in short-run.

August 9, 2022

Global rate of shipbuilding never recovered from 2000s boom-bust cycle -> capacity shortages now will not be fixed in short-run. ft.com/content/9bdc26… https://t.co/cAufcDGTJx

Congestion at ports and slow turnaround is hobbling global shipping capacity. The proportion of the world cargo fleet in port

August 9, 2022

Congestion at ports and slow turnaround is hobbling global shipping capacity. The proportion of the world cargo fleet in port was up 7 percentage points