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
The International Maritime Organization will likely finalise its short-term GHG emissions measure in 2021; but it is the European Commission that will step forward with a market-based measure proposal that could alter maritime regulations as we know them
Dry bulk markets should be entering a period of higher rates, given a downcycle that spanned four years from 2016; but uncertainty about the pace of the recovery post-pandemic is still causing some concern
The old shipping adage that cargo is king applies more than ever for 2021. A rising east-west divide, post-Trump geopolitical policies, and post-pandemic consumer behaviour are recasting tanker market dynamics over the next 12 months
Strong LPG fundamentals are expected to present the segment with healthy demand in the coming year, while tight fleet supply, driven by a heavy drydocking maintenance schedule for older vessels, will keep freight rates buoyant
Tight cost controls and strict capacity management got container lines through the crisis of 2020. Yet while the outlook for 2021 still remains clouded by the ongoing pandemic, the lessons learned this year will put lines in a strong position to manage the uncertainties of next year
Next year will see fewer cargo cancellations as existing LNG plants ramp up output, which will help boost LNG fleet utilisation, observers say
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