Core Insights - The article discusses the importance of enabling Javascript and cookies in browsers to ensure proper functionality and access to content [1] Group 1 - The article emphasizes that users may face access issues if ad-blockers are enabled, suggesting the need to disable them for a better experience [1]

Group 1 - The analyst team has a proven track record of outperforming across all market conditions, achieving an annualized return of almost 40% over the past decade with a long-only model portfolio return of over 23 times [1] - The focus includes income-oriented investments in lower-risk firms with steady dividend payouts, as well as extensive research in the energy, shipping, and offshore markets [1] - The analyst has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry, which encompasses tankers, containers, and dry bulk [2] Group 2 - The analyst has a background in auditing with PricewaterhouseCoopers and has experience navigating significant market events such as the dotcom bubble and the subprime crisis [2] - The analyst aims to provide high-quality research to the Seeking Alpha community despite language barriers [2]

RT Solana Breakpoint 🇦🇪 Abu Dhabi Dec 11-13 (@SolanaConf)not attending conferences or any travel until@solanaconf, fully heads down. this is a very important quarter. people should not forget that the #1 priority is shipping, and shipping, and shipping more. ...

UN Policy Opposition - The US, led by Michael Waltz, Marco Rubio, and potentially Trump, successfully blocked a UN carbon tax, a move described as unprecedented in the shipping industry [1][2] - The opposition was unexpected, overcoming significant financial, NGO, diplomatic, and media influence [2] - The UN Secretary General was reportedly caught off guard by the US action [3] Potential Implications - The blocked carbon tax was allegedly intended to fund globalist NGOs by plugging holes in US Aid funding [3] - The European families with shipping investments and net wealth that far exceeds Elon's are suspected to be behind the UN carbon tax [1] - The American media (except @gCaptain and Fox News) was largely silent on the issue [2]

The Panama Canal Authority is offering shippers a more flexible system for booking passage through the waterway so that customers can better align transit with changing market conditions https://t.co/hyMrDhzZ6x ...

Market Trends & Trade Dynamics - Peak shipping season is underway, but tariffs and potential court rulings introduce uncertainty for importers [1] - A secondary market exists for tariff refunds, trading around 25% of the dollar, indicating speculation on the Supreme Court's decision [2] - Another secondary market on poly market is trading around 50% [3] - Container shipments from China are down approximately 10% year-over-year, while overall container volume increased by 1.5%, suggesting diversification of supply chains to countries like Vietnam and India [7] - Reciprocal tariffs on countries like India have increased, potentially catching companies off guard after repositioning their supply chains [8] Company Performance & Compliance - Customs brokerage and compliance gross profit is up 99% year-over-year, reflecting increased demand for compliance assistance [9] Economic Indicators & Challenges - Recent downgrades of FedEx and UPS, along with weaker Q2 shipping of cardboard and packaging materials, raise concerns about a potential economic downturn [4] - Shipping data is currently volatile due to tariffs, making it difficult to use as a reliable economic indicator [5] - Air freight prices are low due to the end of de minimis shipping, impacting companies like FedEx and UPS [6] - Companies are exploring ways to mitigate tariffs, including potentially non-compliant practices like factories underreporting the value of goods [7][9] - Customs tariff revenue collection may be lower than expected due to enforcement challenges [9]

Copper traders racing to get cargoes into the US are looking to shift deliveries into Hawaii and Puerto Rico to cut shipment time https://t.co/qQRmrFOyX5 ...

Supply Chain & Trade - Shipping costs from China to the UK have increased significantly due to the US trade war [1] - The increased shipping costs threaten to raise consumer prices in the UK [1]