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GLG News by VLCC Experts

Vijaya Iswara, President & Chief Executive Officer

Vijaya IswaraPresident & Chief Executive OfficerDeep Sea Logistics, Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

FFA disputes and capital losses

November 15, 2009

Futures fray | www.tradewinds.no

FFA dispute between Marine Trade, Luxembourg, Pioneer Futures, China and Armada of Singapore ended up in London court for US Dollar settlement under the terms of FFABA master agreement. It is unclear in the article if the trade went through Oslo's Imarex and NOS clearing. Due to precipitous drop in baltic indices during 4Q08, 1Q09 such cases became common. FFAs a channel that was promoted as risk management tool for freight contracts has failed to achieve its very fundamental purpose for users.

Vijaya Iswara, President & Chief Executive Officer

Vijaya IswaraPresident & Chief Executive OfficerDeep Sea Logistics, Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Do bribery or spying really exist in international trade?

August 12, 2009

Rio Tinto staff formally charged with spying, bribery | www.marketwatch.com

Rio employees were arrested by Chinese government officials on charges of corporate espionage and bribery. This is a surprising twist in Chinese attitude towards their key iron ore suppliers. In post Beijing olympics world, is China taking a closer look at her important purchasing decisions or is it more than that? Is this really special to China and iron ore trade or is it more prevalent in other commodity trades also. Corporate espionage and bribery are not foreign concepts to foreign trade.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Economou Deserving Of Some Criticism

June 16, 2009

CEO pilloried | www.tradewinds.no

While not the epitomy of evil that Jim Kramer describes, George Economou has lost his way somewhat.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Jinhui Shipping's Gloomy Outlook

June 4, 2009

Dry reality check | www.tradewinds.no

Jinhui Shipping (Oslo:JIN.OL) reported disappointing numbers coupled with a gloomy outlook on the near-term market, despite the recent recovery in dry bulk rates.  I agree with their market forecast, but Jinhui's near-term prospects have more to do with capacity.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Demand Improvement Won't Help Dry Bulk

May 26, 2009

Bulker boomerang | www.tradewinds.no

Some iron ore contract renewals in Japan, impressive 1Q Chinese iron ore imports, and expectations of the impacts of stimulus packages have vastly improved market sentiment for a continued improvement in dry bulk shipping rates.  This is "irrational exuberance."

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Drewry's Outlook For Dry Bulk Overly Pessimistic

May 21, 2009

Dry looks dreary | www.tradewinds.no

Tradewinds reports on Drewry's latest forecast for dry bulk to remain depressed through 2014.  This is a very unlikely scenario.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Difficult Year For Matson

May 7, 2009

Unparalleled drop | www.tradewinds.no

Matson Navigation parent, Alexander & Baldwin (Nasdaq:ALEX), reported that the company posted a $500k operating loss in the first quarter, compared with a $15.9m profit a year ago.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

2009 A Terrible Year For Container Shipping

May 5, 2009

Barge Rates Float Upward | www.americanshipper.com

AXS-Alphaliner, as reported in American Shipper, forecasts the top 20 container shipping firms will lose $4b in the first quarter alone.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

47% Decline In Ship Orders Actually Good News

April 29, 2009

Orders Collapse | www.tradewinds.no

The JSEA reported 2008 export orders were down 47% relative to 2007.  Given the state of the market, this is actually good news.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Tanker Shipping - The Sky Is Falling

April 24, 2009

Tanker ratings hit | www.tradewinds.no

Apparently suprised by the imbalance between supply and demand, Cantor Fitzgerald downgraded most US-listed tanker stocks.

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