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Weight of Freight: Dry Bulk - A VUCA Market Analysis
Manage episode 426358711 series 3583366
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Volatility, uncertainty, complexity, and ambiguity (VUCA) defined the dry bulk market in Q1 2024, and is expected to do so for the rest of 2024. Join Andrew Khaw, Editor Asia Freight and Wilson Wirawan, Dry Bulk Team Lead - Maritime Analyst, to navigate this complex landscape by analysing major events - dry weather, canal delays, Red Sea tensions - and their impact on dry bulk shipping in the short- to medium-term.
Key topics covered in the podcast:
- Q1 2024 in Review: Is comparison the thief of joy?
- Q2 Outlook: Will the factors impacting Q1 (weather, exports, delays, tensions) continue to shape the market?
- VUCA Analysis: Navigating the Volatility, Uncertainty, Complexity, and Ambiguity of the current dry bulk landscape.
- Global Economic Impact: Understanding how major economies like China and the US are affecting the dry bulk market.
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