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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

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

Supramax freight rates drop but sentiment remains positive

Rates may be boosted in coming weeks due to active Australian market

International Dry Bulk
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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

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

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

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

Capes lag other dry segments as they fall to seven-month low

Fewer cargoes from Brazil leave capesize earnings lagging behind panamaxes and supramaxes this week, but all is not lost, because continued strong steel production in China is expected to see iron ore imports and earnings rebound

Dry Bulk Market Insight

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
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Dry Bulk: Handies

Latest From Handies

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

Dry bulk market may be held back after 2018 by growing orderbook

There are twice as many vessels scheduled for delivery in 2019 as compared with 2020, says Braemar ACM

Asia Pacific China

India on course to beat expectations for forecast dry bulk boom

Latest short- and long-term indicators show predicted boom for supply of coal, iron ore and steel will be exceeded by greater-than-anticipated demand

Asia Pacific India
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Dry Bulk: Panamax

Latest From Panamax

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

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

Dry bulk market may be held back after 2018 by growing orderbook

There are twice as many vessels scheduled for delivery in 2019 as compared with 2020, says Braemar ACM

Asia Pacific China

Strong activity from Brazil boosts panamax rates

Brazil to Far East seeing heightened activity but excess tonnage may see rates slide for February loadings

Dry Bulk Market Insight

Weaker demand starts to bite dry bulk

Maritime Strategies International forecasts a sharp drop in capesize earnings in the short term

Dry Bulk Ship operations
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Dry Bulk: Ultra & Supras

Latest From Ultra and supras

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

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

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

Dry bulk market may be held back after 2018 by growing orderbook

There are twice as many vessels scheduled for delivery in 2019 as compared with 2020, says Braemar ACM

Asia Pacific China

India on course to beat expectations for forecast dry bulk boom

Latest short- and long-term indicators show predicted boom for supply of coal, iron ore and steel will be exceeded by greater-than-anticipated demand

Asia Pacific India
See All

Tankers & Gas: LNG

Latest From LNG

Flex LNG charters 2018-built tanker to Enel for one year

The Oslo-listed owner is understood to have fixed at a high price of $80,000 per day, says Fearnley Securities

Norway Tankers and Gas

Owners hope sunshine can win the day

Supply-demand balances are improving in box, dry bulk, oil and gas shipping sectors as shipping confidence index rises further

Dry Bulk Tankers and Gas

Shell unveils LNG strategy for post-2020 bunker world

Energy major plans to enlarge LNG-fuelled fleet and build more LNG bunkering infrastructure, says shipping head Grahaeme Henderson

Europe Tankers and Gas

Sovcomflot posts 2017 losses on weak spot earnings: tanker results round-up

Latest reporting: Sovcomflot, Pyxis, Gener8 and TEN
International Tankers and Gas

Sovcomflot maintains operating profits in 2017 with focus on industrial projects

Weak tanker rates plague Russian state owner’s bottom line but company executives hail stable income from offshore and gas businesses

Europe Russian Federation

Golar LNG shuffles leadership roles

Golar Partners chief executive and Golar LNG chief financial officer swap their positions

Norway Tankers and Gas
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Tankers & Gas: LPG

Latest From LPG

Tariff worries drag VLGC rates to eight-month low

US-China trade war fears trigger counter-seasonal weakness in VLGC markets even before tariffs are imposed

Middle East and Africa US States

VLGC collides with aframax tanker off Singapore, leaking butane

The MPA says there is no risk to shipping and no reported injuries to crews but both ships have sustained damage

Singapore Tankers and Gas

Owners hope sunshine can win the day

Supply-demand balances are improving in box, dry bulk, oil and gas shipping sectors as shipping confidence index rises further

Dry Bulk Tankers and Gas

Five things to watch: LPG shipping

LPG shipping markets may gradually recover this year on US exports and slowing fleet growth

Asia Pacific North America

Sovcomflot posts 2017 losses on weak spot earnings: tanker results round-up

Latest reporting: Sovcomflot, Pyxis, Gener8 and TEN
International Tankers and Gas

Sovcomflot maintains operating profits in 2017 with focus on industrial projects

Weak tanker rates plague Russian state owner’s bottom line but company executives hail stable income from offshore and gas businesses

Europe Russian Federation
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Tankers & Gas: Products

Latest From Products

Nigeria’s 30-ship tanker fleet project faces challenges

Nigeria can benefit from a national tanker fleet but political will is required to make the project a reality

Middle East and Africa Nigeria

Torm adds three newbuild MR tankers to fleet

The new ships are to be ready for IMO 2020 sulphur regulations

Europe Asia Pacific

Five things to watch: Product tankers

Market sentiment in the product tanker spectrum has been firming even as a sustainable earnings recovery still seems months away

International Tankers and Gas

Five things to watch: Crude tankers

Most market players hold a dim view over earnings prospects this year even as rising scrapping volume could pave way to recovery

International Tankers and Gas

Sovcomflot posts 2017 losses on weak spot earnings: tanker results round-up

Latest reporting: Sovcomflot, Pyxis, Gener8 and TEN
International Tankers and Gas

Sovcomflot maintains operating profits in 2017 with focus on industrial projects

Weak tanker rates plague Russian state owner’s bottom line but company executives hail stable income from offshore and gas businesses

Europe Russian Federation
See All

Tankers & Gas: Suez & Aframax

Latest From Suez and Aframax

Nigeria’s 30-ship tanker fleet project faces challenges

Nigeria can benefit from a national tanker fleet but political will is required to make the project a reality

Middle East and Africa Nigeria

Young is beautiful for crude tankers

Modern tonnage takes larger proportions of incremental tonne-miles, especially in VLCC markets

International Tankers and Gas

Gener8 withdraws aframaxes and VLCCs from Navig8 pools

Withdrawal of six aframaxes and 20 VLCCs will pave the way for the Gener8-Euronav merger

Belgium US States

Five things to watch: Crude tankers

Most market players hold a dim view over earnings prospects this year even as rising scrapping volume could pave way to recovery

International Tankers and Gas

Sovcomflot posts 2017 losses on weak spot earnings: tanker results round-up

Latest reporting: Sovcomflot, Pyxis, Gener8 and TEN
International Tankers and Gas

Weak tanker markets will `cure' themselves

Scrapping will reduce supply overhang eventually if owners continue to recycle old tonnage, says Euronav’s Rodgers

Belgium Europe
See All

Tankers & Gas: VLCC

Latest From VLCC

Mehrotra unveils six-VLCC masterplan

Industry veteran bets on narrow spread between secondhand price of old tonnage and scrapped value in a short-term asset play

Asia Pacific India

Young is beautiful for crude tankers

Modern tonnage takes larger proportions of incremental tonne-miles, especially in VLCC markets

International Tankers and Gas

VLCC earnings fall below $10,000 per day with low Saudi exports worsening oversupply

Short rally is over as Middle Eastern exports expected to stay low with Opec supply cut in place

Middle East and Africa Saudi Arabia

Gener8 withdraws aframaxes and VLCCs from Navig8 pools

Withdrawal of six aframaxes and 20 VLCCs will pave the way for the Gener8-Euronav merger

Belgium US States

Five things to watch: Crude tankers

Most market players hold a dim view over earnings prospects this year even as rising scrapping volume could pave way to recovery

International Tankers and Gas

Sovcomflot posts 2017 losses on weak spot earnings: tanker results round-up

Latest reporting: Sovcomflot, Pyxis, Gener8 and TEN
International Tankers and Gas
See All
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