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
Five risks to check: LNG shipping
Bullishness is justified for the most part, but trade risks and supply worries could prove obstacles
Five risks to check: LPG shipping
Owners face obstacles on the journey to freight recovery as trade growth remains lacklustre
Five risks to check: Product tankers
Crunch time for owners as newbuilding interest has recovered even before product restocking occurs
Quarterly Outlook: Regulation
A year and a half before the sulphur cap, attention needs to focus on enforcement
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
Five risks to check: Container shipping
Oversupply worries persists with large newbuilding tonnage, while high bunker bills erode earnings of carriers
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
Five risks to check: Crude tankers
The down cycle has turned out longer and deeper than originally thought amid oversupply of tonnage
Five risks to check: Ship finance
Regulation and higher interest rates are resulting in more risks for owners and lenders despite freight market recovery
Quarterly Outlook: Insurance
Blockchain and broker consolidation in London may bring changes to the marine insurance industry in the coming quarters
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
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
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
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
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
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
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