Fri, Apr 28, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

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 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: Ex-Man manager combines sustainable investing with AI/ML[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Dr. Richard Bateson, quant fund manager and physicist, has recently

  2. Hedge funds holding Puerto Rico bonds are looking at a long battle[more]

    Komfie Manalo, Opalesque Asia: Hedge funds which bought Puerto Rico's distressed debt bonds are facing the prospect of a long road ahead to recover their investments as the Caribbean island is attempting to use a U.S. Congress-approved rule that allows it to exploit a bankruptcy-like proceedings

  3. Other Voices: "Winner-take-all" dynamics and hedge fund investing[more]

    A growing stream of thinking in microeconomics is the concept of "winner-take-all" dynamics. The idea seems simple. A combination of networking economics and classic economies of scale creates situations where there are just a few dominant firms or economic agents who are able to capture significant

  4. Investing - How Chipotle's comeback attracted big data robots and value investors alike[more]

    From Forbes.com: When William Ackman's ailing hedge fund Pershing Square Capital Management bet $1 billion on shares in Chipotle Mexican Grill beginning in July 2016, the stakes couldn't have been higher. Pershing Square was reeling from what would eventually be a near $4 billion loss in drugmaker V

  5. Service Providers - Colemore launches fee tracking service for limited partners[more]

    Following Colmore's successful launch in January 2017, the firm has announced the launch of FAIR.. FAIR is designed to help private equity investors independently validate fees and incentives charged by underlying managers, saving time and providing an extra level of comfort. There is a glob