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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April 2019

Chinese purchases of US soya beans bounce back in January

Exports to China rose in January, reaching 1.4 million tonnes, up from only 69,079 tonnes in December and accounting for 30.7% of total US soya bean exports in January.

March 2019

Meet BIMCO's Chief Shipping Analyst in New York City and Montreal

BIMCO’s Chief Shipping Analyst will be participating at the INTERCEM Shipping Americas in New York City, USA, which will take place on 20 May 2019, and the Shipping Federation of Canada’s Annual Conference on 22 May 2019 in Montreal, Canada.

Brazilian soya bean exporters set new records

Brazilian soya bean exports are up 85.2% in the first two months of 2019, compared to the same period in 2018. This comes on the back of record high exports in 2018 of 83.6 million tonnes, a 22.7% increase from 2017.

BIMCO's market analysis team launches new multimedia page

BIMCO’s market analysis team spearheads the launch of a multimedia page on the BIMCO website, where videos and soundbites of the latest market analysis and comments will be available. 

February 2019

Tanker Shipping: Geopolitics and overall fleet growth are the main drivers

The oil market is notoriously linked to geopolitics. Most recently, the political situation in Venezuela creates turmoil in the region and particularly affects crude oil exports. 

Dry Bulk Shipping: Uncertainty mounts against a backdrop of weaker growth in Chinese imports

Calling a market turnaround to perfection is pure luck. But scouting for pillars that would support a higher level of demand makes sense. First up is the next Brazilian soya bean export season.

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

European containerised imports look likely to be stuck with demand growth of no more than 2% for years to come. That means the long-hauls into northern and southern Europe, where Ultra Large Containerships are perfectly suited to reap the benefits of economies of scale, will suffer unless cascading is accelerated. 

Macroeconomics: Trade tensions and rising risks lead to slowing growth

The International Monetary Fund (IMF) has revised down its predictions for global growth in 2019 and 2020. It forecasts growth to be 3.5% in 2019 and 3.6% in 2020. This means a dampening of global growth over the next two years, as growth in 2018 is estimated to be 3.7% The slowdown will affect both advanced and emerging economies.

Trade war cease-fire is good news for the dry bulk sector

Following an almost total halt in exports of soya beans to China in the last quarter of 2018, the new year has brought new hopes for American farmers and the dry bulk shipping sector. 

January 2019

Chinese dry bulk imports showed signs of distress in 2018

Total imports of iron ore and soya beans were lower in 2018 than in 2017, down 1% and 7.9% respectively, and although imports of coal grew 3.7% in 2018, this was slower than the growth in 2017.