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Summer outlook 2018

In our latest Quarterly Outlook series, we highlight the most significant risks in the main market sectors for the coming year. Read the previous outlook 2018 series here.

 

The power of externalities

With strong supply-demand signals, external factors such as Washington’s policy preferences have become the strongest risks to shipping markets

North America United States Containers

Five risks to check: LNG shipping

Bullishness is justified for the most part, but trade risks and supply worries could prove obstacles

US States China Tankers and Gas

Five risks to check: LPG shipping

Owners face obstacles on the journey to freight recovery as trade growth remains lacklustre

North America Asia Pacific India

Five risks to check: Product tankers

Crunch time for owners as newbuilding interest has recovered even before product restocking occurs

Tankers and Gas Products Mid-Year outlook

Quarterly Outlook: Regulation

A year and a half before the sulphur cap, attention needs to focus on enforcement

International EU IMO

Quarterly Outlook: Law

New rulings on the Hague Rules and time-barring of claims for awaiting orders could have profound implications in future shipping operations

Mid-Year outlook Law Political and Trade

Five risks to check: Container shipping

Oversupply worries persists with large newbuilding tonnage, while high bunker bills erode earnings of carriers

Containers Mid-Year outlook Bunkers

Five risks to check: Dry bulk shipping

Trade tensions, Chinese policies and supply disruptions may continue to affect market landscape even as fleet growth remains low

Asia Pacific China Europe

Five risks to check: Crude tankers

The down cycle has turned out longer and deeper than originally thought amid oversupply of tonnage

Tankers and Gas Mid-Year outlook VLCC

Five risks to check: Ship finance

Regulation and higher interest rates are resulting in more risks for owners and lenders despite freight market recovery

Asia Pacific China Finance

Quarterly Outlook: Insurance

Blockchain and broker consolidation in London may bring changes to the marine insurance industry in the coming quarters

United Kingdom Lloyds Mid-Year outlook

Latest From Market Outlooks

Maritime Markets Outlook: Shipping’s half-year health check

The Lloyd’s List Half-year outlook 2021 takes the temperature of the core maritime trades and offers a view on the market dynamics during the coming six to 12 months. Joining editor Richard Meade to consider the core box, bulk and tanker trade trends are: markets editor Michelle Wiese Bockmann, containers editor James Baker and senior dry bulk reporter Nidaa Bakhsh

Mid-Year outlook Maritime Markets Outlook

Tankers: The only way is up

A vaccine-led recovery is under way for the crude and product tanker markets but the underlying fundamentals that determine its speed and magnitude have never been so uncertain

Tankers and Gas International

Enjoy the markets fizz, but beware the hangover

Our half-year health check on the state of the maritime markets finds shipowners in a better place than they anticipated 12 months ago. While tankers will have to wait for a meaningful vaccine-led recovery, box and bulk are booming, with prospects of earnings stretching well into 2022 for both sectors

Mid-Year outlook Containers

Finding new ways to stay afloat

Leasing has also expanded to fill part of the gap in ship lending, especially as lessors expanded their scope from newbuildings to cover secondhand transactions

Mid-Year outlook Finance

Decarbonisation regulations come to a head

After a long wait, shipping will finally learn how the European Commission believes it should be integrated into the EU’s Emissions Trading System. Meanwhile, governments at the IMO will engage in negotiations about a market-based measure, such as a carbon levy

Mid-Year outlook Regulation

Marine insurance outlook in three words — more expensive still

The current year has seen some major claims, not least Ever Given, but the secular trend towards better safety overall continues

Mid-Year outlook Insurance
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