Market analysis

Macroeconomics: Adverse trade politics and rising trade barriers are challenging the industry

The effects of rising barriers to trade, capital flowing out of emerging market economies, and the elevated geopolitical risk are now clear to everyone.

Container Shipping: Slow growing demand is a constant challenge

By examining our fleet-growth estimate alone, 2019 looks like a year in which the fundamental balance can only improve. But the trade war remains the wild card here. 

No US Crude oil exports to China for second month in a row

For the seventh month in a row total US crude oil exports excluding china hit a new all-time high reaching 7.9 million tonnes in September.

US Soya Bean exports to China are down by 97%

The trade war and particularly the Chinese tariffs on imports of US soya beans can now clearly be seen with the start of the soya bean exporting period in the US. 

Shipping is increasingly caught in the trade war line of crossfire

The shipping industry is trapped between a rock and a hard place in an already troubled market.

S&P Global Platts insight conversation with Peter Sand

Peter Sand, chief shipping analyst at BIMCO, talks to Alex Younevitch, managing editor for EMEA shipping at S&P Global Platts, about the container market and the challenges that it is facing from the escalating US-China trade war, the upcoming IMO 2020 regulation, and tonnage oversupply.

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November 2018

Container Shipping: Slow growing demand is a constant challenge

By examining our fleet-growth estimate alone, 2019 looks like a year in which the fundamental balance can only improve. But the trade war remains the wild card here. 

Macroeconomics: Adverse trade politics and rising trade barriers are challenging the industry

The effects of rising barriers to trade, capital flowing out of emerging market economies, and the elevated geopolitical risk are now clear to everyone.

No US Crude oil exports to China for second month in a row

For the seventh month in a row total US crude oil exports excluding china hit a new all-time high reaching 7.9 million tonnes in September.

US Soya Bean exports to China are down by 97%

The trade war and particularly the Chinese tariffs on imports of US soya beans can now clearly be seen with the start of the soya bean exporting period in the US. 

October 2018

Meet BIMCO’S Chief Shipping Analyst in London and Frankfurt

BIMCO’s chief shipping analyst will be participating at Bloomberg Intelligence shipping seminar in London on 12 November and Frankfurt on 13 November.

Iran emerges as no. 1 buyer of US soya beans

Meanwhile the exports of soya beans to China from the US are down 31% for the first eight months and 95% in August alone, compared to the same periods of least year. 

US Crude Oil Exports to China drop to zero in August

Total US crude exports to all destinations other than China hit a new all-time high in September at 6.96 million tonnes.

September 2018

Shipping is increasingly caught in the trade war line of crossfire

The shipping industry is trapped between a rock and a hard place in an already troubled market.

Container Shipping: it is obviously very difficult to hold down fleet growth to improve the market.

The capacity of the fleet is growing too fast for the demand to cope with it. All three aspects of the supply side have pushed up the fleet growth – in nominal as well as active terms.

Dry Bulk Shipping: An improving market, even as iron ore imports slip and the fleet grows faster.

When profits finally arrive, everyone breathes a sigh of relief. Several years of very bad markets have come to an end, but how do we retain the profitable freight rates?