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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

Rush to be ‘low-sulphur ready’ could trigger box charter rate surge

Analysts and brokers are forecasting a surge of up to 30% in some sectors

International Containers

VLCC earnings improve with further upside expected

VLCCs sustain uptrend on higher vessel demand across regions, supported by high activity in advance of China’s Golden Week holidays

International Tankers and Gas

Supply overhang casts shadow over boxship charter market

Alphaliner estimates container shipping's idle fleet is set to swell to more than 3% of the total operable fleet by the end of the year

International Containers

Carrier woes weigh on charter market

The idle boxship pool has continued to rise as carriers scale back on capacity

Containers Containers Data Hub

Capesize set for splurge in the second half of the year

Using July 2018 rates as a base, capesize spot rates could touch $45,000 per day at their seasonal peak, Arctic Securities estimates

International Dry Bulk

Rosy charter market clouded by carrier woes

Box lines dealing with a significant rise in operating costs while freight rates offer little support in terms of revenues

Containers Data Hub Containers
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Containers: Between the lines

Latest From Between the lines

Between the Lines: CMA CGM outperforms generally lukewarm third-quarter carrier results

Operational returns underperform carrier expectations, despite healthy demand growth

International Containers

Between the Lines: Fourth-quarter capacity overhang

Expected blankings to reduce capacity after the peak season have yet to materialise

Asia Pacific North America

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
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Dry Bulk: Capesize

Latest From Capes

Is the dry bulk sector upturn close to its peak?

MSI remains positive for the short-term outlook for capesize rates and projects time charter rates to be above $20,000 a day on average for the fourth quarter of this year

International Dry Bulk

Dry bulk owners remain upbeat about the market

Overall orderbook remains at historically low levels, adding to the optimism in the market

International Singapore

Drewry says capesize rates unhindered by trade war

The trade war uncertainties, while having little direct impact on the dry bulk market, might lead to a slowdown in the increase in charter rates

Dry Bulk Capes

Coal shipments hit by Australian port congestion

Freight rates are likely to improve for capesizes and panamaxes if chronic congestion continues

Asia Pacific Australia

Capes soften amid delays at Chinese ports

Shipping association BIMCO expects Chinese iron ore imports to drop, while fleet growth has been revised up to 2.7% this year on a lack of scrapping

International Asia Pacific

Oldendorff signs 25-year transhipment project with Vietnam

Coal will mainly be transported to the northern Vietnamese province from the Indonesian ports of Balikpapan, Samarinda, Adang Bay, Muara Jawa and Muara Berau

Indonesia Vietnam
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Dry Bulk: Handies

Latest From Handies

New rules will keep a check on shipping supply growth

The new regulations will penalise poor performers and older ships, while benefiting stronger companies with high-quality ships, says Pacific Basin chief executive Mats Berglund

Hong Kong International

Five risks to check: Dry bulk shipping

Trade tensions, Chinese policies and supply disruptions may continue to affect market landscape even as fleet growth remains low

Asia Pacific China

Cape earnings up 66% on Australian and Brazilian iron ore exports

The latest cape rally in a volatile market has pushed up BDI to its highest in a month

China Brazil

China's imports help BDI to four-month high

The BDI is at the highest in almost four months thanks in part to a surge in capesize rates, which continues to be boosted by China’s import demand

Dry Bulk Market Insight

Iron ore and minor bulk demand growth to drive up bulker earnings

Coal imports to China and India could surprise to the upside but medium term prospects look better for smaller vessels

Asia Pacific China

Five things to watch: Dry bulk shipping

Forecast earnings in Lloyd's List survey rise as supply-demand balance continues to improve

China Dry Bulk
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Dry Bulk: Panamax

Latest From Panamax

Pacific coal trades lend support to panamax bulkers

Deutsche Bank sees mid-sized carriers outperforming other dry bulk segments on the back of strengthening coal trades in the Pacific basin combined with higher grains exports in the Atlantic

International Dry Bulk

Coal shipments hit by Australian port congestion

Freight rates are likely to improve for capesizes and panamaxes if chronic congestion continues

Asia Pacific Australia

Atlantic panamax rates shrug off Trump's trade war

Grain shipments from the US to Europe and parts of Asia alongside higher coal volumes moving to India are keeping panamax vessels nicely employed

Dry Bulk Political and Trade

McQuilling predicts lower earnings for most tanker trades in 2018

Weakest performer is forecast to be the Middle East Gulf-US Gulf VLCC trade amid rising US crude output

International Tankers and Gas

Five risks to check: Dry bulk shipping

Trade tensions, Chinese policies and supply disruptions may continue to affect market landscape even as fleet growth remains low

Asia Pacific China

Cape earnings up 66% on Australian and Brazilian iron ore exports

The latest cape rally in a volatile market has pushed up BDI to its highest in a month

China Brazil
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Dry Bulk: Ultra & Supras

Latest From Ultra and supras

New rules will keep a check on shipping supply growth

The new regulations will penalise poor performers and older ships, while benefiting stronger companies with high-quality ships, says Pacific Basin chief executive Mats Berglund

Hong Kong International

Eagle Bulk confirms ultramax deal

The 2014-built SDARI-64 type vessel is due to be delivered during the fourth quarter

North America United States

Five risks to check: Dry bulk shipping

Trade tensions, Chinese policies and supply disruptions may continue to affect market landscape even as fleet growth remains low

Asia Pacific China

Tidships makes $32m offer to buy Belships

Offer for Oslo-listed supramax owner pegged at NKr5.5 per share, a 10% premium to Tuesday’s closing price

Europe Norway

Cape earnings up 66% on Australian and Brazilian iron ore exports

The latest cape rally in a volatile market has pushed up BDI to its highest in a month

China Brazil

BHP expects well-run bulker firms to take advantage of rate environments

Strong seaborne trade demand from China and rising bunker prices point to healthy freight earnings for bulker owners

Asia Pacific Australia
See All

Tankers & Gas: LNG

Latest From LNG

EIA expects US LNG capacity to double in 2019

The increase in export capacity is likely to favour long-haul shipments from the US to Asian countries

US States Tankers and Gas

MOL wins major FSRU contract in Indonesia

The FSRU, with a 170,000 cu m storage capacity, was ordered at South Korea’s Samsung Heavy Industries

Asia Pacific Indonesia

Höegh LNG charters out its largest FSRU

The Hyundai Heavy Industries 170,000 cu m newbuild will be chartered out to Naturgy for 15 months before entering a long-term charter

International Tankers and Gas

Lloyd’s List Outlook 2019: LNG

The global appetite for liquefied natural gas is rising as new demand hot spots for the clean-burning fuel are developing

International Tankers and Gas

Höegh LNG increases third-quarter profits

Profits of the largest floating storage regasification unit operator climb in the third quarter as time charter revenues grow

Finance Ship operations

Posco ties up with Brunei for LNG projects

Joint exploration of Brunei fields is an incentive for tie-up

Asia Pacific Brunei Darussalam
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Tankers & Gas: LPG

Latest From LPG

Adnoc to combine LPG and propylene shipments in industry first

LLoyd's List Intelligence data shows that an LPG carrier loaded in Ruwais is on its way to Xingang port

United Arab Emirates Tankers and Gas

Lloyd’s List Outlook 2019: LPG

The market is just past the cyclical nadir and on an upswing

International Tankers and Gas

ONE investors reveal impact of start-up ‘teething problems’

Revenues fell across the board, with MOL slipping by 24%, NYK down 14% and K Line sliding 28%

International Japan

Dorian LPG sees more balanced market as it trims losses

The US-listed company, which has been a takeover target for BW LPG, says it is well-positioned to deliver strong cash flows

International Dorian Lpg

VLGC earnings rise close to three-year high

Freight earnings for very large gas carriers are at their highest for two years and seven months on the back of an increase in voyages, with fewer cancellations and more long-haul voyages

International Tankers and Gas

Rising gas export capacity to boost LPG tanker demand

New propane dehydrogenation plants in China to support demand for liquid petroleum gas

Tankers and Gas LPG
See All

Tankers & Gas: Products

Latest From Products

Lloyd’s List Outlook 2019: Product tankers

Nascent recovery in product tanker market will be put to the test in 2019

International Annual Outlook

Norden successfully runs product tanker on biofuel

The shipowner completed a trip between Rotterdam and Tallinn on CO2-neutral biofuel without any problems

Fuels Environment

Diamond S agrees $1.65bn merger with Capital Product Partners

The new company will control 68 crude and product tankers and will be led by Diamond S’s management team

International United States

US-Mexico product tanker trade unfazed by new president

Tonne-mile demand for the shorthaul trade remains robust despite political events, especially for MR2 vessels

Mexico US States

Hafnia Tankers confirms BW merger talks to create product tanker giant

BW Group raised its stakeholding in Hafnia to 43.5% in July

Denmark Norway

Torm’s net losses widen on weak earnings

Danish owner remains a strong performer but is not immune from general spot market weakness

Denmark Tankers and Gas
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Tankers & Gas: Suez & Aframax

Latest From Suez and Aframax

Lloyd’s List Outlook 2019: Crude tankers

Geopolitical wildcards seen testing crude tanker market recovery

International Tankers and Gas

The Interview: Ioannis Martinos

The Signal Group chief executive opens up about his different approach to commercial pool management and how he envisages the group’s growth over the next year
Big Interview Ship Management

Diamond S agrees $1.65bn merger with Capital Product Partners

The new company will control 68 crude and product tankers and will be led by Diamond S’s management team

International United States

McQuilling predicts lower earnings for most tanker trades in 2018

Weakest performer is forecast to be the Middle East Gulf-US Gulf VLCC trade amid rising US crude output

International Tankers and Gas

NAT in wider losses amid low earnings and ship sales

Net losses of suezmax specialist nearly double on year as earnings dip below breakeven level

Norway Tankers and Gas

Hope and despair in the crude tanker segment

Doomsaying persists amid depressed market conditions, but Opec and Russia may come to the rescue

Middle East and Africa US States
See All

Tankers & Gas: VLCC

Latest From VLCC

Lloyd’s List Outlook 2019: Crude tankers

Geopolitical wildcards seen testing crude tanker market recovery

International Tankers and Gas

The Interview: Ioannis Martinos

The Signal Group chief executive opens up about his different approach to commercial pool management and how he envisages the group’s growth over the next year
Big Interview Ship Management

Diamond S agrees $1.65bn merger with Capital Product Partners

The new company will control 68 crude and product tankers and will be led by Diamond S’s management team

International United States

ONE investors reveal impact of start-up ‘teething problems’

Revenues fell across the board, with MOL slipping by 24%, NYK down 14% and K Line sliding 28%

International Japan

India's growing refinery capacity to spur demand for crude tankers

Developments in new refining capacity are likely to be the main driving force behind the growth in crude import demand

Asia Pacific India

VLCC earnings improve with further upside expected

VLCCs sustain uptrend on higher vessel demand across regions, supported by high activity in advance of China’s Golden Week holidays

International Tankers and Gas
See All
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