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The potential impact on freight rates, particularly oil (short and long term), as socio-political and economic uprisings like the one in Egypt play-out.
Radio Feature Seven: Tim Coffin in conversation with Sona Blessing
 
Thursday, February 10, 2011

radio Tim Coffin from M2M Management shares his views.

 Download this feature as MP3 (6.29 MB)

 
Listen to the complete feature
According to Bloomberg calculations that use data from the Energy Department: about 3.5 percent of global oil output moves through Egypt via the Suez Canal and the Suez-Mediterranean Pipeline with this as backdrop:

Duration: 06:51 

 

Or listen to selected sub-features
  • Q1 - Tim, can you walk us through whether over the last few days the Egyptian maritime infrastructure has faced any disruptions and the geographical importance of and the role played by the Suez Canal?

    Duration: 01:50 


  • Q2 - Alternative routes, at what cost (time, price, volumes feasible, fleet availability, congestion?)

    Duration: 01:32 


  • Q3 - Could this be hedged?
    How have shipping related investments coped and how should investors be positioned to benefit or protect themselves against potential downside risks?

    Duration: 01:37 


  • Q4 - Can we draw on historical analogies of such events/outcomes?
    What in your view are the other "challenges" on the route - e.g. piracy?
    Currency /commodity/volatility

    Duration: 01:51 



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