By the Numbers
Demand still strong heading into CNY, though ocean rates stay level
AJOT | February 12, 2021 | Maritime | Liner Shipping | By The Numbers
Ocean rates out of Asia stayed level this week, even as some manufacturing in China will stay open over Chinese New Year to meet still-surging demand.
FTR reports preliminary trailer orders fell in January after 4-month run of robust orders
AJOT | February 12, 2021 | Intermodal | Trucking | By The Numbers
FTR reports that preliminary U.S. net trailer orders came in at 30,000 units for January, falling 34% from the robust December numbers. However, January 2021 orders were 83% higher than last January. Trailer orders for the past twelve months total 313,000.
Oil’s red-hot rally fizzles with virus continuing hold on market
Bloomberg | February 11, 2021 | Energy | Conventional | By The Numbers
Oil slipped below $58 a barrel as a recent rally fizzled with the Covid-19 pandemic continuing to weigh on the demand outlook and as one technical indicator signaled prices may have climbed too far, too fast.
EIA projects renewables share of U.S. electricity generation mix will double by 2050
AJOT | February 08, 2021 | Energy | Conventional | By The Numbers
In its Annual Energy Outlook 2021 (AEO2021), the U.S. Energy Information Administration (EIA) projects that the share of renewables in the U.S. electricity generation mix will increase from 21% in 2020 to 42% in 2050.
Rystad Energy’s daily market comment from our Vice President for Oil Markets Paola Rodriguez Masiu
AJOT | February 08, 2021 | Energy | Conventional | By The Numbers
Oil prices started the week on a bullish note as the market prices in a number of price-positive developments. But breaching 60 dollars is also a psychological achievement.
WorldACD: Trends for the past 5 weeks (wk 04)
AJOT | February 08, 2021 | Air Cargo | Freighters | By The Numbers
WorldACD's latest views on air cargo market developments, covering each of the last 5 weeks up till Sunday 31 January.
World Container Index - 04 Feb
AJOT | February 04, 2021 | Maritime | Liner Shipping | By The Numbers
Drewry’s composite World Container index decreased 0.4% to $5,228.71 per 40ft container.
Airlines Operated 97% Fewer Flights in 2020 than in 2019 as Passenger Traffic Growth Fell by 67%
AJOT | February 04, 2021 | Air Cargo | Airports | By The Numbers
The year 2020 was one of the most challenging years for the aviation industry. The passenger traffic during the year fell by 67% year-over-year (YoY).
Global installed offshore wind capacity to see 37% growth in 2021, fueled by China
AJOT | February 04, 2021 | Energy | Conventional | By The Numbers
Despite the Covid-19 pandemic, the world’s installed offshore wind capacity rose by 15% in 2020, reaching 31.9 gigawatts (GW) at year-end, from 27.7 GW at the end of 2019, Rystad Energy estimates. China was the main contributor in 2020, accounting for 39% of last year’s additions, followed by the Netherlands (18%) and the UK (17%).
Rystad Energy’s take from our Head of Oil Markets Bjornar Tonhaugen
AJOT | February 04, 2021 | Energy | Conventional | By The Numbers
Today’s OPEC+ meeting could be paving the way for a gradual production ramp-up from April onwards, the details of which the OPEC+ group will likely debate in the next monthly meeting. The size of a possible ramp-up, which we expect will not be too aggressive, will determine the direction that oil prices will take in coming months.
‘November volumes in January’ as air cargo load factors produce a positive start to 2021
AJOT | February 03, 2021 | Air Cargo | Freighters | By The Numbers
Exceptional global air cargo load factors in the last two weeks of January saw 2021 begin with an unusual New Year ‘peak season’ as demand and supply were closely matched, according to the latest weekly market data from industry analysts CLIVE Data Services and TAC Index.
Port of Baltimore continues strong rebound from COVID-19 impacts
AJOT | February 03, 2021 | Ports & Terminals | Ports | By The Numbers
Port Closes Out 2020 With Significant Gains, Narrowing the Gap in Year-End Totals
Freight is up nine percent at Port of Kapellskär
AJOT | February 03, 2021 | Ports & Terminals | Ports | By The Numbers
There is an upward trend in freighted goods at Port of Kapellskär, Ports of Stockholm’s largest freight port. Despite the worldwide pandemic, freight volumes in 2020 increased nine percent compared to the previous year.
Argentina’s Vaca Muerta tight oil deposit is now producing at record levels, matching US well scores
AJOT | February 03, 2021 | Energy | Conventional | By The Numbers
The oil production decline that the Covid-19 pandemic brought to Argentina’s Vaca Muerta formation now seems like a distant memory.
Rystad Energy’s daily market comment from our Head of Oil Markets Bjornar Tonhaugen
AJOT | February 03, 2021 | Energy | Conventional | By The Numbers
If there is something bullish traders love, that is stock draws and deficits, and today there is strong news on both to trade on.
Clipper Data: Asian LPG Imports Jump in January
AJOT | February 03, 2021 | Energy | Conventional | By The Numbers
Global LPG flows maintained their recovery in January, with an increase not only seen into China, which has been leading the global economic recovery, but also into Japan, South Korea, France and Egypt.
Oil extends gain from 1-year high as lower stockpiles aid rally
Bloomberg | February 03, 2021 | Energy | Conventional | By The Numbers
Oil extended gains after closing at the highest level in more than a year as declines in U.S. and Chinese crude stockpiles added impetus to a rally driven by tightening global supplies.
Seeing awards plunge to a 16-year-low, these suppliers are better placed for a life-or-death transition
AJOT | January 20, 2021 | Energy | Conventional | By The Numbers
Oil and gas supply chain companies have seen their profits squeezed since the E&P cost cuts of the previous downturn – and just as the industry could finally hope for better days, the Covid-19 pandemic caused the value of 2020’s awarded contracts to slump to a 16-year low of $446 billion.
Etihad Cargo Reports 50% Y-O-Y Rise in Pharma Shipments
AJOT | January 20, 2021 | Air Cargo | Freighters | By The Numbers
Carrier operates across more than 1,050 pharma trade lanes and counts 54 dedicated pharma stations in its global network
Rystad Energy’s daily market comment from our Head of Oil Markets Bjornar Tonhaugen
AJOT | January 20, 2021 | Energy | Conventional | By The Numbers
Traditionally ahead of a major event, such as a new US presidential inauguration, markets are filled with enthusiasm for a new policy era, and oil markets are no exception.
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