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Daily Briefing January 26 2022

Shipping tipped to outperform US stock market again this year | Tanker earnings downgraded as recovery stalls | Bidders persist with Shipping Corporation of India’s protracted privatisation

Daily Briefing

Latest Articles

 

 

 

Future of Shipping: Expert Focus Videos

As part of our Future of Shipping programme industry leaders and sector experts map the path to a sustainable and profitable future.

 

 

View more export focus videos

 




 

 

Analysis and Comment

Shipping tipped to outperform US stock market again this year

‘Shipping is the place to be in 2022,’ says Randy Giveans of Jefferies

International Containers

Tanker earnings downgraded as recovery stalls

Only a ‘black swan event’ can derail 2023 earnings rebound as higher rates return owners to black, says investment bank

International Tankers and Gas

Bidders persist with Shipping Corporation of India’s protracted privatisation

The Indian government has yet again delayed the privatisation of state shipping giant SCI amid reports that the bidding process has been riddled with bureaucratic blockers and an ever-growing list of restrictions on the sale of the ageing fleet. And yet bidders eagerly await the opportunity to buy into the opportunity of Indian growth

India Finance

Cosco box shipping earnings fall short of expectations

Cosco Shipping Holdings has posted weaker-than-expected earnings as lifting volume dropped substantially in the fourth quarter of last year

Asia Pacific COSCO

Shipping emissions rise 4.9% in 2021

Rise to 833m tonnes in CO2 emissions seen despite intensifying regulatory landscape and reduction targets

International Environment

The week in charts: Capesize rates slump | Bulkers face China logjam | Dirty and clean trading below pre-pandemic levels

Capesize spot market rates continue to drop, while bulk carrier congestion in China has stabilised 

Asia Pacific China

Why shipping is about to get bigger, less opaque and more expensive

The twin tectonic shifts of digitalisation and decarbonisation will require the next generation of shipping leaders to rewrite the rulebook and redesign many aspects of global maritime supply chain. According to several of today’s leading industry executives, the gravitational pull towards scale and transparency is now an inevitable shift that will define the future of the industry

International Future of Shipping Sustainability

 

  

Special Report: Outlook 2022

The coming year promises a rare period of balance for shipping markets, but beware the short-lived stability this implies because risks loom large on the horizon. Click here to view Lloyd's List's 2022 shipping outlook

 

Outlook balance
A fine balance: 2022 looks positive but long-term risk looms large

As the world comes to terms with living with coronavirus, it is the uncertainties presented by regulation, inflation, a flagging Chinese economy and existential threats to established business models that should be keeping shipping executives awake at night

Containers outlook
Containers: Box bounty bounces into 2022

Freight rates may have peaked for now, and there are some signs of supply chains easing, though the disruption is not over yet. Shippers should see some easier conditions next year, but there are still potential threats on the horizon

Dry bulk outlook
Dry bulk: Can this spectacular year be repeated in 2022?

Continued demand growth  albeit at lower levels to 2021  combined with low fleet growth could keep rates buoyant, though volatility will likely persist

Tankers outlook 2022
Tankers: Back in black?

Third-quarter earnings for the fleet of some 15,000 tankers over 10,000 dwt averaged the lowest in three decades for many sizes and routes

 

 

The Lloyd's List Podcast

  

 

 

Special Reports

Audio

The Shipping Podcast

From left: Dr Jan Hoffman and Peter Sand
The Lloyd’s List Podcast: Unwinding the supply chain crunch

Supply chain resilience is now a mainstream topic with headlines regularly featuring queues of ships backed up outside the ports of Los Angeles and Long Beach and the car industry running short of semiconductors. But is this really a rupture in our global trading system or something altogether more temporary? This week we ask whether shipping will see a return to ‘normal’ after the current crunch unwinds

From left: (top row) Cichen Shen, Nidaa Bakhsh, Nigel Lowry, Michelle Wiese Bockman, Chris Palsson (bottom row) Richard Clayton, David Osler, Linton Nightingale, James Baker, Declan Bush
The Lloyd’s List Podcast: 10 predictions for 2022

In the final edition of the podcast for 2021, the Lloyd’s List editorial team take a look forward to 2022 and offer up their predictions for the stories that will be shaping the shipping markets next year covering everything from the core box, bulk and tanker markets to our view of regulatory inertia and marine insurance. 

From left: Stephen Cotton, David Hammond, Mark O'Neill and Guy Platten
The Lloyd’s List Podcast: Omicron offers shipping an unwelcome sense of déjà vu

Pandemics don’t die, they fade away. At least that’s what governments are currently hoping will happen in 2022, but in the meantime, there is an immediate threat to deal with in shipping and the emergence of Omicron has been accompanied by a familiar set of knee-jerk responses from governments and a marked deterioration in business sentiment. This week’s edition of the podcast analyses the impact of the latest coronavirus variant and asks whether any lessons have been learned to deal with this latest wave.

From left: Parker, Kaptanoglou, Olsen, Giese and Wiernicki
The Lloyd’s List Podcast: The nightmares before (and after) Christmas

The annual Lloyd’s List Outlook Forum and industry poll is a reliably insightful gauge of issues keeping business chiefs awake at night and this year regulatory uncertainty, looming overcapacity, a workforces skills crisis and supply chain disruption emerged as the hot topics causing sleepless nights. The podcast this week offers a view from the Outlook Forum panellists, explaining why business leaders need to juggle short- and long-term risk management

Webinars

Smart tech set to divide shipping like never before

A Lloyd’s List webinar hears how digital technology has shone a bright light on traditional ways of working. Silo mentality and an obsession with cost rather than value must be countered quickly

Technology and Innovation Digital Disruption Ship operations
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