Lloyd's List is part of Maritime Intelligence

This site is operated by a business or businesses owned by Maritime Insights & Intelligence Limited, registered in England and Wales with company number 13831625 and address c/o Hackwood Secretaries Limited, One Silk Street, London EC2Y 8HQ, United Kingdom. Lloyd’s List Intelligence is a trading name of Maritime Insights & Intelligence Limited. Lloyd’s is the registered trademark of the Society Incorporated by the Lloyd’s Act 1871 by the name of Lloyd’s.

This copy is for your personal, non-commercial use. For high-quality copies or electronic reprints for distribution to colleagues or customers, please call UK support at +44 (0)20 3377 3996 / APAC support at +65 6508 2430

Printed By

UsernamePublicRestriction

The Lloyd’s List Podcast: What shape will shipping’s coronavirus recovery take?

Listen to the latest edition of Lloyd’s List’s weekly podcast — your weekly briefing on the stories shaping shipping

However horrific the disruption looks right now at a consumer level, we have to believe that coronavirus is not going to structurally change the shipping markets. Can we hope for a V-shaped recovery, or should we brace for a misshapen U? God forbid we even consider the prospect of an L-shaped non-recovery. Joining Lloyd’s List Editor Richard Meade this week to discuss the shape of things to come is Shipping Strategy managing director and returning podcast pundit, Mark Williams

WHILE we don’t know how long the Coronavirus disruption will last, China’s experience suggests that three months is a reasonable guess for the worst to pass, but what happens next?

Coronavirus is not expected to structurally change the shipping markets. And while its disruption looks horrific at the consumer level right now, we have to assume that the demand in most sectors will return.

Our guest on this week’s Podcast is Shipping Strategy managing director Mark Williams and his view is that the base case for recovery will involve a sharp recession/weak growth in the first half of the year with a stimulus-led V-shaped recovery to follow including stronger growth in 2021.

Covid-19 extends the low point of the cycle, but does not obliterate it, he argues.

Yes, things are bleak right now, but opportunities for bold moves will come for those with cash and conviction.

You can keep up to date with all our latest stories on the subject via our special coronavirus page here.

Enjoy the podcast and don’t forget, you can now subscribe to the Lloyd’s List Podcast via iTunes and Spotify, as well as most other podcast providers. And make sure you are registered for a free account on Lloydslist.com so you can receive our Daily Briefing e-mail.

Related Content

Topics

UsernamePublicRestriction

Register

LL1131707

Ask The Analyst

Please Note: You can also Click below Link for Ask the Analyst
Ask The Analyst

Your question has been successfully sent to the email address below and we will get back as soon as possible. my@email.address.

All fields are required.

Please make sure all fields are completed.

Please make sure you have filled out all fields

Please make sure you have filled out all fields

Please enter a valid e-mail address

Please enter a valid Phone Number

Ask your question to our analysts

Cancel