Rowland Footsteps @RowFootsteps

📺🔁 ICYMI | The Capital Cable #134 Listen to the fascinating discussion among @CSIS @mwlippert, @VictorDCha, @MarkCancian, and @petereharrell as they examine the economic and strategic costs of the Iran war—from U.S. munitions stockpiles and military readiness to rising energy prices and spillover effects across Asia. 🔗 youtube.com/live/eLTFg8xYg…

US attacks Iranian sites after Iran launches drones, in latest Gulf flare-up reuters.com/world/middle-e…

🌾 Kpler is proud to be sponsoring the IGC Grains Conference in London. Join us on 9–10 June at IET London, where our grains and dry bulk experts will be on hand to discuss real-time cargo flows, S&D intelligence, and what the data is telling us about global grains markets right now. Catch Ishan Bhanu, Lead Agricultural Commodities Analyst at Kpler, speaking on the "North Africa & Middle East: what's next for trade opportunities" panel on 10 June. From Red Sea shipping disruptions to Strait of Hormuz closures, Ishan will explore how conflict and geopolitical upheaval are reshaping grains and oilseeds supply chains across the region's most critical trade corridors. 🗓️ 9–10 June 2026  📍 IET London, Savoy Place Want to meet the team? Book a session here: okt.to/L0RS3H

The issue of global trade imbalances will be high on the agenda when G7 leaders gather in France later this month. They are right to be concerned. chathamhouse.org/2026/06/global…

Bloomberg China’s crude imports plunged in May to the lowest level in a decade and could languish for the coming months, as weaker demand, refinery cuts and limited exports help the world’s top buyer weather the impact of the Iran War. Cargoes fell to 6.7 million barrels a day..

A unit of UK-based energy giant BP has submitted the lowest bid in a tender to supply Pakistan with one spot #LNG shipment this week. #LNGprime lngprime.com/asia/bp-submit…

$OIH $RIG $NE $BORR Cumulative YTD rig-year awards for deep and shallow water via Rystad/MS. Deepwater with strong start so far; jack-up awards lagging due to Hormuz (building pent-up demand?) and Mexico which hasn't yet made the big moves everyone expects 🤷‍♂️

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As explained by @SebStodolak and his @FundacjaWEI colleagues at this report's presentation in the EP, the EU's climate taxation scheme ETS is "costly for most EU economies"

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BrusselsReport.EU @brussels_report

3 days ago

"The ETS: Climate Policy at Any Cost?" - New article by Alessandro Petryshyn, policy analyst at the Warsaw Enterprise Institute brusselsreport.eu/2026/06/03/the… @FundacjaWEI

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Iran has a considerable advantage — it can produce low-cost drones faster than its opponents can make high-cost interceptors. Gulf governments should learn from Kyiv. Read Associate Fellow Bilal Saab's (@CH_MENAP) latest analysis for the @FinancialTimes. ft.com/content/4f6572…

Middle powers already have a loose institutional network for sharing information about AI risks. This network – which includes the EU, UK and Japan – is not designed for political action. chathamhouse.org/2026/06/face-g…

@staunovo They would say that, would they not?

🚨🇨🇳🇮🇳 Asia’s Ascendancy Continues IMF estimates suggest that China and India will contribute over 40% of global economic growth in 2026, underscoring a profound shift in the geography of prosperity. 🇨🇳 China: 27.8% 🇮🇳 India: 17.2% 🇺🇸 US: 10.9% The statistics tell a larger story: the world’s economic dynamism is increasingly emanating from Asia, while the once-unquestioned dominance of the Atlantic economies continues its gradual attenuation.

LMI. Logistics Managers’ Index. Fastest growth in transportation pricing in the ten years of the index.

FreightWaves @FreightWaves

5 days ago

A monthly survey of supply chain managers showed extreme increases in transportation pricing during May as capacity continued to dwindle. The Logistics Managers’ Index—a diffusion index in which a reading above 50 indicates expansion, while one below 50 signals

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The month of May marked a turning point for the VLCC market. Geopolitical risk in the Middle East continued to drive extraordinary earnings in the Arabian Gulf, while the Atlantic Basin increasingly reflected softer freight fundamentals. Read more in our latest Tanker Report: breakwaveadvisors.com/insights/62202…

Crude oil, gasoline, and diesel inventories are at the lowest levels they've been in the US for 16 years, and they're still heading lower while we export like crazy. At some point, this becomes a major crisis, perhaps in July or August if things continue as they are. Full report: peakprosperity.pulse.ly/dp5oxsleuv,

250 editions later, the climate conversation has changed — but so has the planet via @fionaharvey @guardian Since COP26, we’ve seen record heatwaves, rising climate costs, political setbacks, and growing pressure on communities, businesses, and governments. Yet at the same time, clean energy is accelerating, climate innovation is scaling, and public awareness has never been stronger. The fight against climate change is no longer about predictions. It’s about adaptation, resilience, finance, and action at speed. The real question is not whether change is happening. It’s whether leadership is happening fast enough. An important reflection from The Guardian’s 250th climate edition. 🌍 bit.ly/42ZQrXX #ClimateChange #NetZero #ClimateAction #Sustainability #EnergyTransition #ClimateFinance @AndersWijkman @ClimateArena @IRENA @ClimateBen @UNFCCC @mattiasgoldmann @AHallbarhet @YaleClimateComm @jonathonporritt

#Trade: Capitals cry foul as #VonDerLeyen raids aid budget for trade deals, by @msimonarboleas, @nicolettaionta & @sofiamazzanaro | Euractiv euractiv.com/news/capitals-…

New podcast by Colin and Adi: Chat with Dave Ernsberger, President of S&P Global Energy Spotify: open.spotify.com/episode/0HAKjV… YouTube: youtu.be/LjP9ttm6t8M

🚢 🇸🇪 On 11 June 2026, the WSC’s @ViccarsDamian will join industry leaders in Gothenburg for the #ECASBA Seminar 2026, contributing to the security panel “Gateways of Resilience: Agents and Brokers at the Frontline of Maritime Security.” More info here: monkeylink.co/fed5f1

Demand destruction. Cancelled flights. Much higher flight tickets. We know the game. 👇

Javier Blas @JavierBlas

a week ago

CHART OF THE DAY: On Apr 16, the IEA made a headline-grabbing warning: Europe had "maybe 6 weeks or so of jet fuel left." It's week seven; the planes are still flying. Since those headlines, European wholesale jet fuel prices have fallen ~30% to a ~3-month low.

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