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Ulf Bergman

Senior Economist and Market Research Analyst @ Shipfix 25 years XP in finance, shipping and commodities

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The Shipfix Market Blog #9 - The Indian Heatwave and the Impact on Trade
By Ulf Bergman on May 10, 2022

Temperatures in India have been soaring to unprecedented levels in recent days and weeks, putting lives, crops and energy supplies at risk. While the weather conditions have become...

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The Shipfix Market Blog #8 - Chinese Dry Bulk Imports Under Pressure
By Ulf Bergman on April 26, 2022

The continued lockdowns and other Covid-related restrictions in China have put renewed focus on the long-term outlook for the world's second-largest economy. While the growth rate for the...

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Shipfix's Weekly Market Blog #7 - Seaborne Coal Due for a Shakeup
By Ulf Bergman on April 13, 2022

The European Union formally adopted the fifth package of sanctions against Russian interests on Friday last week. In contrast to previous measures, the bloc will target Russia’s lucrative...

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Shipfix's Weekly Market Blog #6 - Fertiliser Trade Under Pressure
By Ulf Bergman on April 4, 2022

The Russian invasion of Ukraine has upended large parts of the global trade flow for agricultural commodities, with the grains from the fertile soils of Ukraine and Russia becoming...

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Shipfix's Weekly Market Blog #5 - King Coal Is Not Abdicating
By Ulf Bergman on March 25, 2022

Thermal coal prices have retreated in recent weeks from the dizzy heights they reached in the immediate aftermath of the Russian invasion of Ukraine. Still, and despite losing around of a...

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Shipfix's Weekly Market Blog #4 - India Key to Changing Trade Flows
By Ulf Bergman on March 18, 2022

The unprecedented move by some of the world's largest economies to remove Russia's status as "Most Favoured Nation" through the World Trade Organization adds to the disruptions that global...

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Coal: European Imports Look Set To Increase
By Ulf Bergman on March 10, 2022

With the meeting between the foreign ministers of Ukraine and Russia in the Turkish city of Antalya failing to make any material progress towards ending hostilities, the pressure on...

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Shipfix's Weekly Market Blog #3 - Substitutions and Shortages
By Ulf Bergman on March 9, 2022

The number of destinations available for Russian exports is rapidly being decimated. An increasing number of formal economic sanctions combined with more informal corporate decisions to...

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Shipfix's Weekly Market Blog #2 - Sanctions and Trade Disruptions
By Ulf Bergman on March 2, 2022

The war in Ukraine is less than a week old. The humanitarian costs are rapidly escalating, as casualties are mounting and many residents are forced to flee their homes for safety elsewhere....

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Increasing Signs of Disruptions to Shipping in the Black Sea
By Ulf Bergman on February 25, 2022

In the wake of yesterday’s outflow of dry bulk tonnage from the northern and western parts of the Black Sea, Shipfix’s daily cargo order data are confirming the picture of a collapsing...

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The Great Exodus - Military Action Forces Vessels to Head for Safety
By Ulf Bergman on February 24, 2022

With the military situation deteriorating in and around Ukraine, the usually busy trade lane between the Bosporus Strait and the Ukrainian ports has become a one-way passage. Virtually all...

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Shipfix's Weekly Market Blog #1 - Invasion and Inflation
By Ulf Bergman on February 23, 2022

Welcome to Shipfix’s first weekly market blog. In the weeks to follow, we will provide updates on the global news flow and other events that influence the shipping and commodity markets.

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