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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December 2018

Reflections 2019: Global Shipping Scouts for Future Growth

This article contains extracts from BIMCO's Reflections 2019, which will be available in full on 2 January 2019 on www.bimco.org and will be sent out to all BIMCO members alongside thier free member copy of BIMCO's Holiday Calendar 2019.

Meet BIMCO’S Chief Shipping Analyst in Rome, Italy and Athens, Greece

BIMCO’s Chief Shipping Analyst will be participating at the INTERCEM Shipping Forum in Rome, Italy on 22 January 2019 and the Slide2Open Shipping Finance Conference in Athens, Greece on 24 January 2019.

November 2018

Trade war leading to headwinds for the fragile dry bulk recovery

Although the 25% tariff on Chinese imports of US soya beans was implemented on 6 July 2018, its effects have only really started to show since the start of the fourth quarter.

Tanker Shipping: Winter is coming, random shocks can be powerful, but only fundamental improvements last

The continued severity of the tanker market conditions has made owners dig deep into the oversupply of capacity. Still BIMCO expects the tanker fleet to keep growing. A short-term rate recovery is not expected, as it is ‘maintenance season’ for the global refining industry in September and October.

Dry Bulk Shipping: BDI weakness in Q4, as the trade war limits demand growth and demolitions stall

The fragile recovery is stalling because the fleet is growing too fast.

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.