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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

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

Bad weather and oversupply dampen capesize vigour

Rates may fall further, with Chinese demand — a key driver in the capesize sector — likely to remain subdued amid talks of trade conflicts
Australia China

Charter market sentiment stays strong

Rates head north amid fixture frenzy as carriers rush to secure tonnage needs from a dwindling idle fleet

Containers Charter rates

Charter market starts 2018 on firm footing

High fixture activity drives unseasonal rate boost and lifts confidence for the year ahead

International Containers

Business brisk but charter rates stay unmoved

Owners struggle to agree fixtures above last done levels despite robust low season demand

International Containers

Cautious optimism descends on boxships charter market

The issue of new big containerships will not go away, leaving owners on tenterhooks with no certainty which way the market will swing

International Charter rates
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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

Capesizes need Brazilian iron ore to raise its game

Brazilian miners have failed to increase market share because of supply-chain issues, however cape owners need that to change because of increasing supply pressures from new valemaxes

South America Brazil

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

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

Bad weather and oversupply dampen capesize vigour

Rates may fall further, with Chinese demand — a key driver in the capesize sector — likely to remain subdued amid talks of trade conflicts
Australia China
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Dry Bulk: Handies

Latest From Handies

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

Small bulkers become hot commodities in S&P markets

Investors bet on further upside of the segment that can ride on grains and minor bulk trades

Dry Bulk Brokers

Pioneer Marine expects better year for the dry bulk market

Dry bulk operator slashes losses in 2017 as the market continues to improve

Singapore Dry Bulk
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Dry Bulk: Panamax

Latest From Panamax

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

China-US trade tensions: more bark than bite for bulker owners?

Beijing’s curb on imports of US grains may shake global dry bulk trades

US States South America

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

Wall St Note | ETF fund to offer new way of investing in shipping

New dry cargo futures fund brings casino-like exposure to the masses

North America United States
See All

Dry Bulk: Ultra & Supras

Latest From Ultra and supras

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

China-US trade tensions: more bark than bite for bulker owners?

Beijing’s curb on imports of US grains may shake global dry bulk trades

US States South America

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
See All

Tankers & Gas: LNG

Latest From LNG

GasLog Partners agrees charter with Cheniere

The charter begins later this year and come with option to extend it twice

International Gaslog

Tight LNG vessel supply prompts charterers to seek longer-term contracts

Cargo owners want to control ships for longer periods so they can better take advantage of arbitrage margins, a Marine Money forum was told

China Tankers and Gas

IMO’s 2020 rules favour crude and product tankers, says Wells Fargo

Dry bulker and containership operators may lose out as they cannot fully pass on extra fuel costs to their customers

Dry Bulk Containers

Nomura sees continuing China LNG imports on domestic demand

China’s LNG import capacity will more than double by 2021 with more gas distributors, power generators and independent refineries becoming terminal operators

Asia Pacific China

LNG carrier owners bullish on 2018 market

Big players expect market utilisation will recover in the second half of the year

Europe Greece

AET secures $575m credit facility for capex spending

Standard Chartered, BNP Paribas, DBS Bank and four others provided a credit facility that is expected to fund part of MISC’s future investments

Malaysia Tankers and Gas
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Tankers & Gas: LPG

Latest From LPG

Dorian rejects BW LPG’s merger proposal, citing undervaluation

Update: BW LPG says it receives positive feedback from “a significant percentage of Dorian’s shareholder base”

Europe Greece

Political forces curb tanker trades with Iran again

Recurring scenes for both crude and product tanker owners as sanctions hit Iran trades, while booming LPG trade could also suffer a blow

United States Iran

BW LPG posts losses amid depressed spot rates

Update: Chief executive Marin Ackermann defends $1.1bn offer to buy Dorian LPG that would create a mega fleet rarely seen in bulk trades

Norway US States

BW LPG makes $1.1bn all-share bid to acquire Dorian LPG

Update: BW LPG wants to preserve cash while allowing Dorian shareholders to maintain exposure to shipping markets in the all-stock offer

Europe North America

StealthGas sells three ships as asset prices firm up

Nasdaq-listed owner slips into a first-quarter loss on higher bunker and ballasting costs

Greece Tankers and Gas

Teekay boosted by stronger offshore and LNG shipping income

Energy shipping giant’s tanker unit to sign sale-and-leaseback deals for seven vessels to gain more liquidity

US States Canada
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Tankers & Gas: Products

Latest From Products

IMO 2020 to benefit product tankers, say owners

Tonne-mile demand for product tankers will be boosted by bunker suppliers’ need to solve oil logistics issues

International Tankers and Gas

Political forces curb tanker trades with Iran again

Recurring scenes for both crude and product tanker owners as sanctions hit Iran trades, while booming LPG trade could also suffer a blow

United States Iran

Frontline shares soar as first-quarter results beat expectations

Update: Frontline Management chief executive Robert Macleod sees positive signs from crude inventory cycle, scrapping and potential relaxation of Opec cut

International Frontline

Record shale output and scrapping boost Jones Act tanker earnings

Daily hire in the US domestic shipping market has doubled on year, lifting the results of OSG and AMSC

US States Tankers and Gas

Torm earnings hit by weaker freight rates

Nasdaq-listed tanker operator outperforms its peers across all asset classes partly because of cost controls, says Evercore

Denmark Tankers and Gas

Scorpio Tanker sells five product tankers to AVIC Leasing

The world’s largest product tanker owner expects the deal to boost its liquidity by $42m after the repayment of outstanding debt

Asia Pacific US States
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Tankers & Gas: Suez & Aframax

Latest From Suez and Aframax

Political forces curb tanker trades with Iran again

Recurring scenes for both crude and product tanker owners as sanctions hit Iran trades, while booming LPG trade could also suffer a blow

United States Iran

Crude tanker earnings rebound as refinery maintenance season ends

Record crude runs in the third quarter could support freight earnings in the months ahead

North America United States

Concordia Maritime expands suezmax fleet

Three ships built in 2012-2014 will be deployed in the Stena-Sonangol pool for spot trading

Sweden Tankers and Gas

Large crude tankers likely to yawn at Iran, jump for Opec

Sanctions on Iran may have an overall negligible impact on tonne-mile demand, based on past experiences

Tankers and Gas Energy

Pipelines to China: emerging bearish factors for crude tankers

The determination of the world’s top crude importer to pursue a One Belt, One Road Initiative appears to be bad news for tanker owners

Europe China

Corpus Christi sees tanker terminal growth as US exports boom

Maverick Terminals loads first diesel barges while Buckeye unveils plans to build VLCC docks

US States Tankers and Gas
See All

Tankers & Gas: VLCC

Latest From VLCC

The Interview: Anselm Gehling

German investment group Dr Peters has regained confidence as market conditions improve, and is targeting crude tanker and MPP expansion. But this won’t be the comeback of KGs—instead, Dr Peters wants larger portfolios for each fund under its management

Europe Germany

International Seaways closes six-VLCC deal with Euronav

Acquisition solidifies International Seaways' position in the middle-tier of publicly traded tanker companies in the US

North America Tankers and Gas

Political forces curb tanker trades with Iran again

Recurring scenes for both crude and product tanker owners as sanctions hit Iran trades, while booming LPG trade could also suffer a blow

United States Iran

DHT appoints new chief financial officer

Laila Halvorsen has served as chief controller and accountant since 2014 after 17 years with Western Bulk

Norway Tankers and Gas

Crude tanker earnings rebound as refinery maintenance season ends

Record crude runs in the third quarter could support freight earnings in the months ahead

North America United States

Frontline shares soar as first-quarter results beat expectations

Update: Frontline Management chief executive Robert Macleod sees positive signs from crude inventory cycle, scrapping and potential relaxation of Opec cut

International Frontline
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