Lloyd’s List’s latest shipping health check remains largely unchanged from the last quarter, but the uncertainty that lies beyond requires strategic thinking, not procrastination. Shipping may have reached peak uncertainty, but we could now be approaching peak everything
Lloyd’s List’s latest quarterly outlook for shipping examines the trends across all shipping sectors, so for this week’s edition of the podcast the editorial team have gathered around the microphone to offer their view of what happens next in containers, tankers, dry bulk, the orderbook and regulation
The results are in — and container lines are the winners. Another strong year is ahead, although the threat of an economic slowdown, geopolitical tensions and the ever-present pandemic colour the outlook
Despite the obvious negative impacts from Russia’s invasion of Ukraine prompting a sharp drop in exported volumes of bulk commodities, trade disruptions, along with fleet inefficiencies, should keep rates healthy during the traditionally strong second quarter
While there is still plenty of funding available to the industry, capital providers of all stripes are focusing more on the asset
New orders for gas tankers and containerships have been the main drivers of newbuilding demand during the first quarter of 2022, on the back of hot markets in the liquefied natural gas and liner shipping sectors
Disruption from the global pandemic, followed by geopolitical turmoil that imperils European energy security, is driving record volatility across all oil and gas sectors
The reefer market recovery is expected to continue through 2022, with ‘good prospects’ for all fresh commodities, while rates show little sign of going off the boil as competition with dry cargo heats up
While orders for pure car and truck carrier newbuildings have risen during the first quarter of this year, ordering activity needs to expand as an increasingly high vintage fleet will need replacing during the next few years
The Russia-Ukraine crisis has sparked an acceleration in project development in Europe as the continent seeks to become energy independent; floating offshore wind is also gaining momentum
Crude, product and fuel oil seaborne trades are being recalibrated, as higher insurance costs and sanctions on Russia’s oil and gas sector lift spot rates for smaller tankers
Despite the war in Ukraine, work at the International Maritime Organization on safety and emissions continues, while Europe’s Fit for 55 package will continue to take shape. There will be few big headlines on either matter early in 2022
North Standard merger will give Gard a real rival and is likely to see other mergers, as peers bulk up to build market share
With higher LPG prices expected to soften cargo demand and a hefty vessel orderbook due for delivery, earnings of vessels — especially the large-sized tonnage — are under pressure
Low stocks of both commodities and industrial parts have restricted heavy-lift cargo movements for the past 18 months. Shippers in industries such as renewable power are keen to get projects moving, now they can physically do so
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