Thu, Aug 25, 2016
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. Asia - LGT Capital Partners: Alternatives set for continued rise in Asia[more]

    From Asianinvestor.net: More flows are likely into insurance-linked strategies, private equity and trend-following strategies/CTAs, given the benefits of such investments, argues LGT Capital Partners. Despite the numerous quantitative easing programs and bailouts of recent years, the quest for

  2. LatAm hedge funds surge in 1H to +24.4%, emerging markets assets rise[more]

    Komfie Manalo, Opalesque Asia: Hedge funds investing in Latin America posted strong gains through mid-2016, reversing declines in four of the past five years, including the last three years, to lead all areas of hedge fund performance through the first half of 2016, according to the latest HFR Em

  3. Investors yank money from hedge funds after poor performance[more]

    From Marketwatch.com: A growing exodus from hedge funds extended to two of the biggest names in the industry Tuesday, Tudor Investment Corp. and Brevan Howard, as disenchanted investors increasingly shun what was once the hottest place to put money. The funds’ problem is clear: They just aren’t perf

  4. Banks look at hedge funds differently - and it should matter to allocators[more]

    From Valuewalk.com: Looking at two bank reports on the same topic can often yield interesting results. There are times when bank research is best viewed from the standpoint of how their analysis does or does not correlate with one another. Regarding hedge fund allocation decisions, one bank appears

  5. Legal - Hedge fund’s fixer kept deals flowing with bribes, U.S. says, Big four banks sued by U.S. hedge funds over BBSW, Lessons for hedge fund managers from the government's failed prosecution of alleged insider trading[more]

    Hedge fund’s fixer kept deals flowing with bribes, U.S. says From Bloomberg.com: With the Miami villa, stopovers at New York’s Plaza Hotel and millions channeled in bribes to win mining deals, Samuel Mebiame was the relationships guy in a corruption scheme that spanned continents, accord