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In this issue of the Commodity Markets Update, we examine steel and aluminum tariffs, regulations in the shipping industry, this past winter’s cold front and the electric vehicle revolution.
Benjamin Durfee and Jay Foraker examine the main drivers supporting positive trends in the steel industry and outline the implications that President Trump’s tariffs will have on the domestic steel market.
Ben Macaskill discusses how the announcement of tariffs and sanctions in March and April has unsettled aluminum markets.
John Harms looks at the new IMO 2020 regulation, which caps the amount of sulfur content allowed in the fuel used to power ships, and its impact on shippers and refiners.
Lewis Hart sits down with James Calaway, the chairman of Global Geoscience, to discuss the growth in lithium demand, what it will take to ramp up supply and how lithium is driving the electric vehicle revolution.
In the feature article of this issue of Owner to Owner, we sit down with Travis Boersma, the founder and CEO of Dutch Bros Coffee, to discuss growing and scaling the business, the importance of people, values and culture and why he’s in the ...
In this issue of the Commodity Markets Update, we look at the history of U.S. trade policy, changes in the inland barge industry, the impact of food regulation and the effect of strategic metals quotas.
John Harms explores how a decline in demand for coal – driven both by free market forces and the rise of natural gas, along with higher environmental standards – is upending the inland barge industry.
BBH sits down with Dan Phipps, CEO of Red River Foods Group, to discuss the transformative changes occurring in the supply chain for food and food ingredients, zeroing in on food regulation.
Henry Goldman explores how a quota on production of two strategic metals, tungsten and fluorspar, is buoying prices.
In this issue of the Commodity Markets Update, we discuss the beer distribution business, explore blockchains and distributed ledgers in trade finance, examine the expansion of renewable energy sources and look at the rise of alternative financing ...
Ryan Ramos discusses the beer distribution business and explores the arguments being made to state legislatures that could shift the contours of how a nearly 100-year-old supply chain functions.
Max Schlubach looks at blockchains and distributed ledgers in trade finance, exploring whether the digitization of commodity documentation will change the way financial institutions have interacted with the global commodity industries.
Lewis Hart looks at trends in the U.S. power market. He zeroes in on renewable energy sources and the profound impact government policy is having on their surge in usage.
Alice Birnbaum explains how technology and financial innovation are coming together to make financing more efficient for commodity trading firms seeking working capital funding.
In this issue of the Commodity Markets Update, we sit down with the founders of Brooklyn Roasting Company, look at patterns in the crude oil market’s term structure, examine how the Food Safety Modernization Act is creating winners and losers and ...
BBH sits down with Jim Munson and Michael Pollack, Brooklyn Roasting Company’s co-founders, to discuss building the business, expanding from wholesale to retail, incorporating social goals into the company’s mission and identifying opportunities ...
In this article, Max Schlubach delves into patterns in the crude oil market’s term structure. He looks at how changes in the futures curve are affecting hedging behavior and prices among physical market players.
As regulatory compliance becomes even more important in the food and beverage industry, Carlos de Mello examines how the Food Safety Modernization Act is creating winners and losers.
In this interview, we speak with John Keough, a Partner at Clyde & Co, to review how special liens can work to the benefit of certain trade participants and detriment of others.
In this issue of the Commodity Markets Update, we look at infrastructure spending on the Port of New York and New Jersey, examine the history and future of U.S. electric power generation, discuss the dynamics driving the domestic blending market ...
In this issue’s feature article, Ryan Ramos looks at the New York Harbor, where the importance of infrastructure spending has been and will continue to be a key driver of the Port of New York and New Jersey's continued prosperity.
Isaac Perkins discusses the history and future of electric power generation in the U.S., where government policy helped facilitate the ascent of natural gas as the primary feedstock for domestic power generation.
Isaac Perkins discusses the dynamics driving the domestic blending market to determine whether ethanol’s presence in the supply chain is as precarious as it seems.
Ryan Ramos delves into the metallurgical coal market, where a long out-of-favor commodity that faced significant microeconomic headwinds is climbing.
This edition of the Commodity Markets Update looks at the coffee industry’s approach to sustainability, provides an update on the expanded Panama Canal, examines the U.S. maritime transportation sector and discusses floating crude oil storage.
In this issue’s feature article, Alden Dowds looks at the coffee industry’s approach to sustainability. He explores some of the challenges in balancing the vital importance of developing a socially responsible supply chain that can live in ...
Max Schlubach provides an update on the expanded Panama Canal. He discusses the issues surrounding the bigger neo-Panamax ships designed for the widened passageway as well as the challenges the new vessels present for U.S. ports of calling.
Max Schlubach examines the U.S. water transportation sector and looks at the current state of affairs in the market.
We sit down with Matt Smith, the director of commodity research at ClipperData, to discuss data around crude oil stored in oceangoing vessels and tankers and the signals it sends about supply and demand.
This edition of the Commodity Markets Update addresses oversupply in the global crude oil market, steel imports and the impact of anti-dumping duties, avoiding the pitfalls of a working capital adjustment during the sale of a commodities business ...
In this issue’s feature article, Max Schlubach provides an update on the crude oil market. He examines four key topics affecting future crude oil supplies: Congress’ lifting of the oil export ban, the effect of shale production cuts, the ...
Benjamin Durfee and Tucker Randle consider the economic conditions that have prompted an increase of steel imports into the United States and discuss how the imposition of protectionist tariffs on certain steel imports has affected the domestic ...
John Secor and Ajit George discuss the necessity of a working capital adjustment mechanism in the sale of a business – a consideration that is particularly important for commodities businesses whose inventory values and short-term financing levels ...
Alice Birnbaum sits down with Alexander Goulandris, co-founder and CEO of essDOCS, to discuss his effort to bring the digital world together with shipping, commodity trading and trade finance disciplines.
Our December 2015 issue of the Commodity Markets Update touches on a variety of topics, ranging from technological advancements to changing shipping patterns to a transformation occurring in coffee consumption.
In our December feature article, we discuss the expansion of the Panama Canal, zeroing in on its impact on trade flows around the world.
We examine specialty coffee’s rise to prominence among U.S. consumers and what this means for the future of the coffee futures market.
Max Schlubach sits down with Rashed Haq, Vice President of Business Consulting at Sapient Global Markets, to discuss the use of data and risk analytics by global physical commodity traders.
Kyle Gordon analyzes the Merchant Marine Act of 1920, commonly known as the Jones Act, assessing its impact on the changing landscape in domestic shipping.
In our October feature article, Isaac Perkins examines the U.S. ethanol industry in an attempt to establish definitively whether economics or regulation is the primary driver of the success of the agribusiness sector’s newest golden child.
During this period of price volatility in the crude oil market, Senior Vice President Lewis Hart zeros in on how a company’s cost of capital is a critical and often overlooked variable in determining whether a firm can profit from periods of contango.
Isaac Perkins provides an update on the global cocoa processing market, discussing the imbalanced relationship between cocoa beans and refined cocoa products and examining what will help push processing margins back into positive territory.
Alice Birnbaum summarizes some of the pros and cons of the different solutions available today to help commodity merchants alleviate counterparty risk through the usage of trade credit insurance and accounts receivable finance.