IMO 2020

Most forecasts have been conservative, but not this one.

Kick your week off with What the Truck?!? as we talk IMO 2020, Uber Freight’s big fleet plans and California buses going electric, then play some trucker slang Market Expert Trivia and talk trucker drug testing with Grady Philips of Corporate Medical Services. Plus so much more. Rewatch the LIVE show here

Time-charter rates can offer a clearer view on future sentiment than headline-grabbing spot rates.

Golden Ocean could be a trendsetter, buying a stake in a marine-fuel operation to offset IMO 2020 price and availability risks.

Asia-U.S. container rates are still not showing peak-season strength, but optimism remains.

Dry-bulk shipping firm pushes up dry docking to fit in with scrubber installations.

A supply-demand imbalance and oceanic low-sulfur fuel regulations are making air freight more attractive relative to ocean freight. Or, at least, that is what air carriers hope.

As with product tanker rates, crude tanker rates show no sign yet of upside from IMO 2020 preparations.

IMO 2020-driven refining activity and tanker demand appears to be materializing slower than previously expected.

Shipowner organizations are expressing concern about proposed modification of tolls at the Panama Canal on Jan. 1 and are asking for it be postponed until June 2020.

Owners of ships, railcars and trucks face increased risk from environmental regulations, credit rating agency Moody’s said. The value of $265 billion in debt owed by transportation companies may be in for a bumpy ride in the near-term due to the costs of meeting those new rules. But Moody’s said the transition should be manageable.     […]

Peak oil demand “lurks like a monster in the shadows,” warns Stifel analyst Ben Nolan.

Every installed scrubber will be one less ship competing with existing buyers of diesel in the post-IMO2020 world.

Dry bulk transport is about to get more expensive thanks to new marine fuel regulations.

FreightWaves’ Freight Intel Group has released a new study of the impact of IMO 2020 on the U.S. trucking industries (and other industries). Read what may happen to diesel fuel prices.

With IMO2020 just around the corner, FreightWaves Radio this weekend takes a look at how it might impact fuel markets. J. Scott Susich, the director of data analytics and advisory services at DTN, joined co-host John Kingston on SiriusXM Road Dog Trucking for a discussion on how the regulation designed to reduce the amount of […]

Also in the oil report: the closure of an East Coast refinery is not good news for IMO2020 preparation

Research by Clarksons confirms acceleration of scrubber installations, reducing available ship capacity.

The FreightWaves Freight Intel Group is producing research culled from FreightWaves SONAR and other sources. Read about its first several research papers and how to learn more.

Small carrier profits are about to be pressured by a large government organization and it’s not the FMCSA, DOT, or CVSA.