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Market Insight

Our sector specialists have been examining the supply-demand factors of container, tanker and dry bulk markets regularly. Our aim is to look through rumours, noises and explain what the current market dynamics and future trends are. After all, markets are where shipping companies are making or losing their money.

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Containers: Charter rate

Latest From Charter rates

Grain shipments inject life into panamax spot market

Tight tonnage conditions in both basins could encourage further rate rises

Asia Pacific China

Uncertainty lingers over charter market

Positive sentiment among shipowners could prove short-lived if cargo volumes weaken in the final quarter and drive available spot tonnage upwards

Containers Market Insight

Capesize earnings sputter despite rates reaching three-year highs

Typhoon Talim may disrupt shipments to South China and Taiwan

Asia Pacific Capes

Data Hub: World Fleet Update

The number of vessels in lay-up falls but carriers risk losing equilibrium if they return to the yards

 

Asia Pacific Europe

Demand for post-panamax tonnage lifts charter market

Rates strengthen in traditional slow summer months, but could soon come under pressure as peak cargo season draws to a close

International Containers

Tight tonnage boosts handysize market

Harvey's disruption could affect freight rates in the long term

Dry Bulk Freight rates
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Containers: Between the lines

Latest From Between the lines

Between the Lines: Asia-Europe capacity outlook

Short and long-term Asia-Europe capacity forecast shows blankings appear necessary

Asia Pacific Europe

Between the Lines: Capacity changes

Increasing vessel size on major trade lanes has led to a collapse in the number of services offered.

Containers Between the lines

Between the Lines: Alliances analysed II

We round off the alliance capacity injection analysis with the transatlantic trade

Containers Between the lines

Between the Lines: Alliances analysed

As the new alliances launch their new services, we take a deep dive into their network operations

Containers Between the lines

Between the Lines: Benchmarking the new alliances on capacity deployment

The shape and structure of the new alliances’ service networks is beginning to emerge

Containers Between the lines

Between the Lines: Big in Japan

The consolidation of the three Japanese container lines will create a new large carrier

Containers Between the lines
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Dry Bulk: Capesize

Latest From Capes

Capesize earnings hotting up

Healthy demand for iron ore and coal from China drives earnings to more than $22,000 per day on average

Capes Ship operations

Capesizes to maintain momentum for the rest of October

Demand likely to support freight rates before China's emission control deadline in mid-November

Australia China

Capesize experiencing renewed strength

Fresh cargoes reportedly entering the market supporting rates

International Dry Bulk

Capes drop below $20,000 per day on mixed sentiment

Mixed sentiment as brokers feel optimistic but owners and operators concerned about new Chinese policies affecting imports

Capes Dry Bulk

Capesize earnings sputter despite rates reaching three-year highs

Typhoon Talim may disrupt shipments to South China and Taiwan

Asia Pacific Capes

Capes shift up a gear to earn $19,500 per day

Coal and iron ore from Australia, Brazil and South Africa appear robust, says Fearnleys

Market Insight Capes
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Dry Bulk: Handies

Latest From Handies

Handysize index climbs to over three-year high

Chinese coal demand to support freight rates in the final quarter

Asia Pacific South America

Handysize bulker earnings hold firm but Golden Week lull expected

Average earnings still near three-and-a-half-year high  
International Dry Bulk

Chinese coal imports dealt another regulatory blow

Fourth quarter Chinese imports likely to feel the impact of government plans to lower power tariffs for heating purposes

China Dry Bulk

Handysize earnings hit highest level since April 2014

Reduced vessel supply in the Pacific and healthy demand in the Americas support earnings

South America Asia Pacific

Handysize bulkers see earnings at five-month high

Grains trade revised up

Handies Dry Bulk

Handysize bulker rates surge on Pacific trades

Lack of bunker availability motivated charterers to move their vessels out of the Atlantic region, which resulted in muted activity

Asia Pacific South America
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Dry Bulk: Panamax

Latest From Panamax

Panamax earnings approach four-year high

Strong demand mixed with lack of available vessels drive rates

Panamax Dry Bulk

Grain shipments inject life into panamax spot market

Tight tonnage conditions in both basins could encourage further rate rises

Asia Pacific China

Panamax rates start to edge up after hitting one-month low

Market sentiment still strong for fourth quarter uptick
Panamax Dry Bulk

Panamax bulker earnings slashed by 8%

Drop may only be temporary due to Golden Week in China and holidays in other parts of Asia

Panamax Ship operations

Grains bolster panamax bulker earnings

Average earnings reach five-month high with sentiment continuing positive amid increased cargo flows in both basins

Panamax Dry Bulk

Panamax earnings soar on improved demand and tighter tonnage

The average Baltic Panamax Index in 2017 outperformed the supramax index for the first time since 2010

Asia Pacific South America
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Dry Bulk: Ultra & Supras

Latest From Ultra and supras

Pacific Basin chief sings a confident tune for the bulker market

Hong Kong-listed bulker specialist is looking for further secondhand acquisitions 

Hong Kong Dry Bulk

Supramax owners looking for a better week despite dip in rates

But pockets of positive sentiment from South America may drive up freight rates

Asia Pacific South America

Golden Week and Mid-Autumn Festival hit supramax demand

Average supramax earnings slide after weeks of gains despite Atlantic trade remaining buoyant

China Asia Pacific

Chinese coal imports dealt another regulatory blow

Fourth quarter Chinese imports likely to feel the impact of government plans to lower power tariffs for heating purposes

China Dry Bulk

Supramax earnings poised to hit $12,000 per day

Market expected to remain healthy in the coming weeks due to balanced supply and demand

Asia Pacific Dry Bulk

Supramax earnings rocket

East coast South America and intra-Asian trades support rates moving up

International Ultra and supras
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Tankers & Gas: LNG

Latest From LNG

Qatar blockage alters LNG trade flows to Egypt and the UAE

IEA finds Qatar’s total LNG exports not affected by dispute

Middle East and Africa United Arab Emirates

Iran sees Trump rhetoric as a non-factor for energy industry

Deputy oil minister says Iran is still talking with Russian, European and Asian firms on future developments in energy projects

Iran US States

Don’t forget about the risks, LNG industry warned

Regulatory, financial and logistic obstacles remain before gas become the world’s top energy source

International Tankers and Gas

Chevron raises the curtain on LNG shipping's peak demand season

Wheatstone and some other projects to raise exports by year-end as LNG shipping rate nears $50,000 per day

Asia Pacific North America

Beyond the obvious: Why accidents really happen

An understanding of the cultural issues that lie behind accidents and incidents is the first step towards finding a solution

International K Line

Nigeria LNG wins tax case against Nimasa

Dispute led to blockade of Nigerian LNG exports in 2013

Nigeria Tankers and Gas
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Tankers & Gas: LPG

Latest From LPG

VLGC earnings up 16% in a week as winter demand kicks in

Bullish owners remain overshadowed by oversupply

US States Middle East and Africa

Elevated US LPG exports support VLGC rates

US propane exports remain high for second consecutive week after hurricane disruptions

Middle East and Africa Asia Pacific

Harvey’s lessons for tanker markets

Climate change events such as recent storms in the US Gulf highlight risk elements in oil and gas shipping

US States Asia Pacific

VLGC rates hold on to recent gains as US exports return to normality

Earnings should see a recovery into 2018 and 2019, says DNB

Asia Pacific Middle East and Africa

VLGC rates extend gains as US Gulf delays persist

The BLPG Index rises to a three-month high as owners eye further gains

Asia Pacific Middle East and Africa

VLGC rates firm up in Middle East and US Gulf after Harvey

BLPG index rises to its highest level since end-June

Middle East and Africa North America
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Tankers & Gas: Products

Latest From Products

Product tanker S&P activity picks up on expectation of market recovery

Bargain hunters still have chances as secondhand prices remain weak

International Tankers and Gas

Market fundamentals decidedly firming for product tankers

BAML observes rising output from refineries as fuel inventories fall

Europe US States

Harvey’s lessons for tanker markets

Climate change events such as recent storms in the US Gulf highlight risk elements in oil and gas shipping

US States Asia Pacific

LR tanker markets still bullish on Harvey and floating storage

MRs recover in Atlantic with Mediterranean strength but may slow down in Pacific

Asia Pacific South America

Maersk Tankers is safe under the bank of mum and dad

AP Moller-Maersk’s sale keeps the product tanker player arm within the family but does not rule out further minority stake sales

Japan Denmark

Scorpio Tankers books $33m transaction costs for Navig8 merger

Product tanker giant slides into second-quarter loss but is poised to redeploy Navig8 ships to in-house pools next month

Europe Monaco
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Tankers & Gas: Suez & Aframax

Latest From Suez and Aframax

Bearish signs for aframax tankers emerge from Kurd conflicts

VLCCs may benefit on replacement demand, though supply picture remains uncertain with Russian and Turkish intervention

Middle East and Africa Iraq

Look beyond 2017 in tanker markets

Outlook for aframaxes and suezmaxes brighter than for VLCCs next year, says Court Smith

International Tankers and Gas

VLCC earnings rise above $30,000 per day with further upside expected

Aframax earnings also more than double for winter demand in broad market gains

China US States

China’s One Belt, One Road project may hit tanker demand

Projects such as the Myanmar-China pipeline and Kra Isthmus canal are negative for tonne miles, Poten & Partners says

China Myanmar

VLCCs open the fourth quarter with a bang

Supertankers ride on Middle Eastern strength while aframaxes and suezmaxes underperform

Middle East and Africa US States

Suezmax earnings on Baltic Exchange rebound above $10,000 per day

Demand outlook firms in October with stronger charter activity reported across regions

Europe Middle East and Africa
See All

Tankers & Gas: VLCC

Latest From VLCC

Bearish signs for aframax tankers emerge from Kurd conflicts

VLCCs may benefit on replacement demand, though supply picture remains uncertain with Russian and Turkish intervention

Middle East and Africa Iraq

Look beyond 2017 in tanker markets

Outlook for aframaxes and suezmaxes brighter than for VLCCs next year, says Court Smith

International Tankers and Gas

VLCC earnings rise above $30,000 per day with further upside expected

Aframax earnings also more than double for winter demand in broad market gains

China US States

China’s One Belt, One Road project may hit tanker demand

Projects such as the Myanmar-China pipeline and Kra Isthmus canal are negative for tonne miles, Poten & Partners says

China Myanmar

VLCCs open the fourth quarter with a bang

Supertankers ride on Middle Eastern strength while aframaxes and suezmaxes underperform

Middle East and Africa US States

Tanker scrapping accelerates amid soft earnings and higher recycle rates

January-September saw 5.9m dwt of crude carriers scrapped versus 1.4m dwt in whole of 2016, Clarksons data shows

Asia Pacific Bangladesh
See All
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