Freight Investor Services
50 episodes listed below
Commodity risk, explained from the market floor.
Into the Futures is a market-facing commodity show built around practical questions: what changed, who is exposed, and where prices may move next. Recent episodes connect shipping routes, LNG, oil, copper, macro policy and hedging to the decisions facing traders, ship owners and commodity participants.
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Into the Futures approaches commodity markets from the place where policy, shipping, inventory and price all meet. It is measured, technical and practical. Recent episodes start with large shocks - Middle East escalation, the aftermath of Russia's invasion of Ukraine, Venezuela, Davos, green policy uncertainty, copper records - then work toward the market consequence. The show is strongest when it asks what a headline changes on the ground. LNG disruption is traced through cargo timing, European gas exposure, seasonal demand and sensitive routes such as the Strait of Hormuz. Oil-market stress becomes a discussion of infrastructure damage, inflation pressure, vessel costs and the signals a trader might trust. Grain shipping is treated through demand inelasticity, changing origins, West African needs and how physical markets adapt when routes and supply basins shift. Copper is examined through record prices, surplus inventories, stock location, AI infrastructure and the long-term belief that mining supply may lag demand. Freight conversations focus on disruption, longer routes, dry FFAs, hedging strategies and the uncertainty facing ship owners. The interview structure keeps the show close to market practice. Davide or Jess usually sets up the question, then a guest supplies the chain of cause, lag and second-order effect. The tone assumes a financially literate audience, but it still works to make complex relationships legible. It does not flatten commodities into a single macro story. It keeps the distinctions between physical flows, derivatives, inventory, policy and sentiment in view. The pacing can be repetitive in a useful way, circling back until the commercial takeaway is clear. That makes it especially valuable for understanding how energy, metals and freight markets absorb shocks over time. Into the Futures is less about prediction than disciplined interpretation. Its best episodes show how market participants separate signal from noise when the noise is moving prices.
Made for: For traders, ship owners, analysts, commodity professionals and finance-minded listeners who want market mechanics rather than broad business commentary. It suits people comfortable with freight, energy, metals and hedging terminology.
What sets it apart: The show ties derivatives talk to the physical side of commodities: ships, cargoes, routes, inventories, infrastructure and timing. Its interviews keep returning to practical exposure, not just macro narrative.
Into the Futures explores freight and commodity derivatives markets, examining how participants manage risk, price volatility and investment decisions across global commodities. The podcast features in-depth interviews with market specialists and industry experts, offering their insights on the complex world of commodity derivatives.Listeners are invited to engage with the show by submitting questions or expressing interest in participating via email at [email protected] FIS Live: https://fis-live.com/ You can also connect with us on LinkedIn: Freight Investor Services
Based on 6 episodes we listened to · September 2026
It connects commodity price moves to the vessels, inventories and supply constraints that give those moves economic meaning.
Into the Futures follows commodity prices back to the physical constraints underneath them. Davide and Jess frame each conversation around a live market question, then ask practitioners to connect trading signals with vessels, inventories and supply routes.
The Strait of Hormuz becomes your price chart, with vessel costs doing the talking.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A grounded physical-market look at how conflict and choke points reshape grain shipping.
Shipping moves back into sharp focus as Into the Futures turns conflict into a practical question: what happens to grain routes when disruption reaches the physical market.
A grounded look at energy pressure, trading signals, and the lag between oil shocks and inflation.
Energy markets are under pressure from Middle East tensions and uneven supply, and the discussion keeps its eye on the practical side of that story.
A clear look at how Middle East risk could filter into LNG flows and European gas prices.
Into the Futures treats rising Middle East tensions as a problem for LNG cargoes and European gas prices. It moves cleanly from the shipping risk to Europe's reliance on LNG after the Russian pipeline cut, then to the timing gap between a supply shock and when buyers actually…
A sharp copper briefing that ties the price move to the mechanics underneath it.
Albert McKenzie keeps the focus on copper as both a market story and a working material, which makes the piece feel grounded rather than inflated.
A measured freight-and-commodity briefing that turns market updates into usable context.
This episode moves from freight market headlines to the pressure points underneath them: US jobs and inflation data, seasonal bulk demand after Lunar New Year, iron ore and coking coal, Red Sea rerouting risk, and European carbon and gas.
Energy transition, measured in markets.
Odd questions, followed patiently down to the incentives.
Davide interviews Camillo Castagnola, General Manager of York Overseas, about grain shipping, bunker prices, and market uncertainty during Middle East tensions.
Energy pressure sets the frame.
Into the Futures opens on a straightforward market problem.
Copper starts the year on a strong run.
This episode features an interview with Thanasis Davakis, discussing how geopolitical events and green policies impact freight markets and strategies for hedging risks in volatile environments.
This episode analyzes Trump's impact at the World Economic Forum in Davos, focusing on his negotiating style and the resulting geopolitical tensions with Europe over trade and security issues like Greenland.
A commodity derivatives podcast discussing the geopolitical and market implications of the US capture of Venezuela's president.
This episode covers macro news, inflation data, and interviews with experts on hedging, monetary policy, and oil markets.
This episode covers macro economic news and updates on freight, iron ore, and fuel oil markets.
This episode provides a freight and commodity market update, covering macro economic news and specific commodity sectors like iron ore and fuel oil.
This episode covers macro news and updates on freight, iron ore, and US steel markets with expert interviews.
Host Davide discusses iron ore markets with Hao Pei and interviews COO Chris, plus updates on dry freight indexes and FIS's new Geneva office.
This episode discusses recent movements in dry freight markets, iron ore prices, and fuel oil, followed by an interview with the CEO of Freight Fix about data-driven ship brokering.
This episode covers steel, iron ore, and fuel markets with expert guests, plus a macro news roundup on UK and Japan economic indicators.
This episode covers macro news and expert analysis on iron ore, fuel oil, and battery metals markets.
This episode covers freight market resurgence, commodity price movements, and macroeconomic news affecting global trade.
Jess and Davide open with the latest freight and commodity market moves.
This episode covers recent economic data and market movements in freight, fuel oil, iron ore, and coking coal, with expert commentary.
This episode reviews recent economic news and commodity markets, with a special focus on oil, and includes updates on dry freight and China's iron ore.
This episode covers major freight and bulk commodity markets, including market movements, economic indicators, and expert insights on steel, scrap, and ferrous markets.
This episode covers freight and bulk commodity markets, including dry freight updates, iron ore market analysis, and a discussion on biofuels and EU regulations.
This episode reviews movements in freight markets, iron ore prices, Brent crude futures, and economic indicators with market specialists.
Daniel Kemm and Miguel Andujar assess U.S.
This episode covers the week's commodity news, a deep dive into iron ore market slump, and analysis of the Cape market's week-on-week increase.
This episode covers dry freight market technical analysis and the outlook for battery metals despite a price drop since 2022, along with macro news on China's deflation.
This episode features CEO John Banaszkiewicz reviewing 2023 commodity markets and forecasting for 2024, with additional insights from industry experts on steel, oil, and other commodities.
This episode covers bullish LNG outlook, China coking coal futures surge, and EU ETS consultancy insights.
This episode covers recent crude oil price movements, OPEC meeting expectations, and positive sentiment in dry freight markets.
This episode covers updates on iron ore's rebound, China's economic stimulus, and the oil market, including Brent futures and demand concerns.
This episode covers recent trends in crude oil markets, freight rate reversals, and includes interviews on oil tankers and fuel costs.
This episode covers recent declines in Capesize rates, iron ore support from China, and erosion of war premium in oil products, with expert interviews.