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
Banks make a cautious comeback in ship finance
Ted Petropoulos reviews the state of global ship finance and finds that a long-awaited recovery in bank lending to the industry in 2021 is already showing signs of stalling in 2022
LPG: Looking to China for demand boost
Globally, the LPG trade is expected to rise by 3.9% in 2022 to 116.9m tonnes
Russia adds compound interest to shipping’s challenges
The accumulation of disruption and supply chain shocks are transforming global trade as governments and businesses look to exchange efficiency for security
Tankers: Demand destruction threatens market turnaround
Not every vessel size will benefit from a significant recalibration of oil and refined product trades at a time of extreme geopolitical and global economic uncertainty
Marine insurance: More stable P&I rates, more expensive H&M
The International Group is about to shrink from 13 members to 12, with mixed predictions on the impact on shipowners; but can another renewal round characterised by stiff rate hikes be avoided?
Iran and Venezuela show Russia a sanctions-skirting template
Sanctions on Russia amid self-sanctioning by Western oil traders have already upended oil markets; incoming bans on crude and refined products cargoes, shipping and marine insurance and reinsurance will further disrupt global tanker trade flows
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