Today’s Issue Cluster: Shipping
Ukraine – US poultry, pork and nut industries to bit hit hardest
NatGas – Deep Water Fracking Next Frontier for Offshore Drilling
Biotech – Start-Ups Work on Drugs for Pets
China – Jul: Export surge lifts trade surplus to record high; +$47b / FT / WSJ / R / AP / B *
Germany – Jun: Exports Bounce Back; +4.5% from -3.4% / WSJ / AP *
US – Q2: Productivity Rises; +2.5% from -4.5% / WSJ / B *
US – Jun: Wholesale inventories rise less than expected; +0.3% from -0.3% / R *
Argentina – Banks reportedly discuss default exit FT / AP / AP / B / R
Argentina – Unresolved debts FT * *
FMs – Boom Prompts Warnings as Investors Pile In WSJ *
World – China manufacturing gathers pace, Europe falters, US steady R *
World – G7 GDP Since The Crisis / bi *
Ukraine – EU stands ready to support farmers from sanctions fallout FT / B * * * * *
Ukraine – US poultry, pork and nut industries to bit hit hardest wapo / AP / WSJ * * *
Ukraine – Lufthansa and Finnair among heaviest users of Siberian airspace R / FT *
ECB – Draghi warns eurozone recovery at risk FT / WSJ / NYT / AP / B / R *
BOE – Holds as Interest-Rate Debate Heats Up WSJ / R / B / AP / FT
BOI – India’s Rajan sounds alarm on asset bubbles FT / B / wsj / r / b * *
US – Banks told to steer billions to hard-hit areas FT / FT * * * *
US – Foreclosure Starts Hit Pre-Crisis Low WSJ / wsj *
US – How Weak Is Housing? wsj * * * * *
Ships – New techniques show the damage done by subsidies at the heart of global trade E *
Ship – Iron Ore Busting 1.3b Tons Spurs Boom B
Ship – Suez becoming canal of choice for Asia-US shipments N *
Ship – Egypt plans to dig new Suez Canal costing $4b R
Ship – A High Seas Comeback for Sails? WSJ
Ship – Arctic Ice Melt Seen Freeing Way for South Korean Oil Hub B
Metals – Titanium: Boeing, United Technologies Stockpile Parts WSJ
Metals – Rare Earths: China Export Curbs Again Found to Violate Trade Law NYT / AP
Metals – Palladium: Weakens as bulls head for exit FT
Metals – Zinc: Positioning shows investor bullishness FT
Metals – Nickel: Rises as stockpile concerns recede FT
Metals – Aluminium: Gains industrial lustre FT
Metals – Mining: Looking to Other Industries for Cost-Cutting Ideas WSJ *
NatGas – Deep Water Fracking Next Frontier for Offshore Drilling B
NatGas – Falling Prices Dim Utility Stocks WSJ
NatGas – China growth faces hurdles FT * *
NatGas – Painted Pony Seen Luring Suitors in Canada LNG Race B
NatGas – Exxon eyes cheaper, floating LNG option for BC project FP *
Biotech – FDA lifts hold on experimental Ebola drug AP / B / NYT / FT / AFP / R / WSJ / R * *
Biotech – Start-Ups Work on Drugs for Pets NYT
Biotech – How to spot a market bubble / ft *
How hairy men are around the world am *