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September 2021

Container shipping - onshore disruption leading to record delays and profits

As ports and hinterland transport struggle to keep up, delays at ports are soaking up capacity leading to frustration on the shippers’ side and leaving carriers struggling to keep up all the while making record profits.

August 2021

Cash-rich shipowners double container ship order book in 2021

What’s not to like about 2021 for container shipping?

Are we looking at the next dry bulk super cycle? Is it even a cycle?

Throughout the first half of the year, talk of a new dry bulk super cycle has been on many lips as commodity prices have soared to multi-year highs.

June 2021

World fleet to grow by 6.4% over the coming five years, down from 7.4% in previous 5 years

Global shipyards are under pressure and 2021 is turning out to bring the third lowest level of newbuilding orders in 12 years, despite new orders for containerships currently at a 14-year high.

Around the world in seven shipping records

The container and dry bulk shipping industries are breaking new records left, right and centre it appears, resulting in dry bulk owners enjoying unseasonably high profits, and container shipping carriers and tonnage providers delivering record high profits.

Tanker shipping: Temporary shocks provide little support for desperate tanker market

Demand drivers and freight rates A recent small and short spike in oil product tankers shows just how far the tanker market still has left to go on its recovery journey. 

Container shipping: Records keep falling as industry enjoys best markets ever

Demand drivers and freight rates Driven by the pandemic and stimulus-induced consumer spending on retail goods, container shipping has been a great place to be for carriers and tonnage providers, while proving a headache for those with cargoes needing to be moved in a timely manner. 

Dry bulk shipping: record-breaking start to year drives earnings to decade highs

Demand drivers and freight rates The first four months of 2021 have been record-breaking in volume terms, with demand reaching 1.69 billion tonnes – the highest-ever start to a year. Volumes are up 6.1% compared with the same period in 2020, and only slightly down from the 1.72 billion tonnes in the final four months of 2020.

Macroeconomics: pandemic disruption hits supply chains as multi-paced recovery takes hold

Despite diverging pandemic paths in the world, global growth is forecast to reach 6% this year, according to the International Monetary Fund, following a 3.3% contraction last year. There are, however, still plenty of downside risks, especially as parts of the world are facing their worst coronavirus outbreaks to date and the prospect of a large part of the global population being vaccinated is still a long way off.

May 2021

Container ships drive 119% jump in total new orders in first five months of 2021

Total orders of dry bulk, tanker and container ships in the first five months of the year have jumped 119.7% compared with the same period in 2020, primarily driven by record high container ship contracting, as investors in this segment find themselves flush with cash.