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Spring Outlook 2018

In our Spring Outlook market series, we find most participants are taking a glass half-full approach. Read the previous outlook 2018 series here

 

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 Containers

Five things to watch: LNG shipping

US exports and Chinese imports are driving up tonne-mile demand, boosting earnings outlook despite high fleet growth

International Tankers and Gas Arctic shipping

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 China

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 Political Risk and Trade

Five things to watch: Regulation

Environmental regulation is the long-term trend, but shipping must first contend with a wide-reaching transparency regulation coming soon

International Regulation Environment

Five things to watch: Marine insurance

Technology and industry consolidation are making the marine insurance sector stir up historically high levels of interest

International Insurance Ship operations

Five Things to Watch: Containers

Recovery ground remains shaky on potential regulatory changes and continued newbuilding orders

Asia Pacific Europe North America

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 Capes

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 VLCC

Five things to watch: Law

Several cases before the London courts are tied up with the actions of some of the world’s more controversial regimes

International Law Ship operations

Five things to watch: Ship finance

Say goodbye to your banker next door. Say hello to a global array of new lending products

International Finance Ship operations

Latest From Market Outlooks

The Dry Bulk Outlook

While some in the market are expecting freight rate increases of up to 20%, others are more lukewarm. In any case, capesizes should be able to benefit with an anticipated rise in iron ore volumes from Brazil versus a muted 2019, while minor bulks will be hit by Indonesia’s ban on nickel ore exports

Dry Bulk Annual Outlook

The Container Outlook

Container trade is forecast to have increased by 2% to 1.3bn tonnes in 2019. In 2020, growth is projected to 4.9% driven by strong intra-Asian trade but also firm growth on the main trade lanes

Containers Annual Outlook

The LPG Outlook

Even as sentiment for liquefied petroleum gas shipping is veering towards an improvement in the fortunes of owners as 2020 rolls on, those often unexpected outages, like the ones witnessed this year, still loom large in many minds. However, an intriguing demand story for LPG and moderate supply growth points towards a strong 2020 for LPG shipping

Annual Outlook Tankers and Gas

The Tanker Outlook

The 2020 fortunes of the crude and tanker market can be distilled into five elements — sanctions, storage, scrubbers, sulphur and supply — which will determine the direction for a sector finally seeing reasons for cheer after a protracted rates decline

Annual Outlook Tankers and Gas

The Regulation Outlook

The implementation of the sulphur cap and an impending decabronisation measure — either from London or Brussels — will dominate next year

Annual Outlook Regulation

The Insurance Outlook

The outlook for P&I and hull insurance can be summed up in two words: ‘more expensive’, thanks to the cull of the worst-performers at Lloyd’s, which has seen over 30 underwriters decide to axe at least one marine line

Annual Outlook Insurance
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