The macro trends driving our data forecast point to geo-political and environmental challenges in the short term, but more energy commodities to ship in the short-to-medium term
While ship finance has fallen out of favour among many traditional lenders, the pain is not equally spread and the largest owners still manage to access corporate lending with very little, if any, reduction
Containers Outlook 2019
HMM’s strategic cooperation agreement with the 2M will end in April 2020, raising questions of how the carrier will fill its recently ordered ships
A slowdown in scrapping and an increase in newbuildings has reversed fortunes for shipowners
The cautious optimism that carriers expressed for 2018 has not quite come to pass, and there are more sharks still lurking beneath the surface. Looking forward to 2019-2020 the carriers still face challenging conditions, although the nature of the challenges will be changing — some gradually, and some more acutely
Marine insurers are heading into the uncharted waters of changing risk
Summer Outlook 2018
With strong supply-demand signals, external factors such as Washington’s policy preferences have become the strongest risks to shipping markets
Regulation and higher interest rates are resulting in more risks for owners and lenders despite freight market recovery
Spring Outlook 2018
Environmental regulation is the long-term trend, but shipping must first contend with a wide-reaching transparency regulation coming soon
LPG shipping markets may gradually recover this year on US exports and slowing fleet growth
Latest From Annual Outlook
In the final edition of the podcast for 2021, the Lloyd’s List editorial team take a look forward to 2022 and offer up their predictions for the stories that will be shaping the shipping markets next year covering everything from the core box, bulk and tanker markets to our view of regulatory inertia and marine insurance.
Higher petrochemical demand from Asia is supporting long-haul trade from the fastest-growing exporting region in the US Gulf. Very large gas carriers are expected to be the main beneficiaries of the trade
As the world comes to terms with living with coronavirus, it is the uncertainties presented by regulation, inflation, a flagging Chinese economy and existential threats to established business models that should be keeping shipping executives awake at night
All main marine classes will likely get more expensive in 2022, with P&I leading the way
Freight rates may have peaked for now, and there are some signs of supply chains easing, though the disruption is not over yet. Shippers should see some easier conditions next year, but there are still potential threats on the horizon
Volatility peaks, with spots rates rising more than 3,000% in nine months and arbitrage profits exceeding $100m for one cargo
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