Market analysis

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.

Iran sanctions and the oil market

 
Peter Sand talks about Iran sanctions and the oil market from CNBC.

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June 2019

Tonne miles from US crude oil exports drop dramatically in April

April was a disappointing month for the crude oil shipping industry with a dramatic fall in US crude oil exports which caused tonne mile demand to fall disproportionally.

Crude oil tanker freight rates from the Arabian Gulf to China double on the back of tanker attacks

VLCC spot freight rates between the Arabian Gulf and China rose 101% in the days between 13 June 2019 and 20 June 2019, in the aftermath of attacks on two tankers in the Strait of Hormuz.

Tanker Shipping: While we wait for 2020 to kick in, it's all about politics

The tanker market is – even more so than before – all about geopolitics.

Container Shipping: The many pitfalls in the coming months will decide the fate of the year

As weak demand growth is forecasted for the coming quarters, the container shipping industry is set to return to negative margins.

Dry bulk: A struggling market gets all hyped up by Capesize volatility

Fleet growth expected to outstrip demand growth in 2019 and 2020, making the near future look unappealing.

Macroeconomics: Slower growth from unresolved trade tensions harms global trade volumes

Economic growth around the world is slowing, and several governments – including Germany, China and South Korea – have announced stimulus packages to boost their economies.

May 2019

Rising deliveries of Capesize ships pose a threat to the already fragile market balance

Despite increased demolition of Capesize ships, the size of the fleet is set to grow substantially.

April 2019

Meet BIMCO's Chief Shipping Analyst in Rotterdam, the Netherlands

BIMCO’s Chief Shipping Analyst will be participating at the TOC Europe in Rotterdam on 18 June 2019.

"It's the steel production, stupid!"

Chinese imports of iron ore keep falling, while its crude steel production keeps growing.

US seaborne crude oil exports hit record high for fifth month in a row

US exports of crude oil have, since August 2018, continued to rise every month, with a new record high in January of 9.6 million tonnes.