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 2016

Tonne-miles from US coal exports halved over 3 years

Since Q1 2013, the significance of US coal exports has seen a considerable setback, with 2016 achieving the same levels as 2009. This is due to the long-haul routes carrying coking coal from the US East Coast and US Gulf Coast to East Asia not operating to the same extent and the EU is demanding less thermal coal. 

November 2016

Shorter sailing distances limit upside of two-year high Chinese coal imports

Australia and Indonesia, being the main exporters of coal to China, are growing their market share at the expense of longer haul exporters like the US and South Africa.

Record containership demolition exceeds 500,000 TEU

Containership demolition reach all time high and provides a positive surprise for the struggling container shipping industry.

October 2016

Update on the “road to recovery" for the dry bulk market: improvement on the demand side only but the supply side is worse off

Back in May, BIMCO disclosed a projected “road to recovery” for the dry bulk shipping industry. The main message back then on what the dry bulk sector must do to return to profitability was, and still is: “Scrapping ships and no new builds is the fastest road to recovery for the dry bulk market”.

Demolition activity slowly but steadily grows…yet again

Global demolition activity rose in the first nine months of 2016 in comparison to the same period of 2015, by 16%. Showcasing shipping industry action, to counter the imbalance between supply and demand in the market.

UK seaborne coal imports plunge 64% as a worrying trend lurks

The main exporters of thermal coal for coal- fired power plants to the United Kingdom (UK) have experienced a heavy decline in seaborne cargo volumes in 2016. This comes as a result of the UK starting a concerning trend for the dry bulk shipping industry, by close to doubling its Carbon Price Floor (CPF).

BIMCO launches new analysis on the wider impact of the dry bulk crisis

BIMCO has today published the next in its series of reports looking at the “road to recovery” for dry bulk shipping beyond the current market difficulties. The foundation for the new report follows the conclusion of BIMCO’s previous analysis – that due to the severity of the current crisis the sector can only return to profitability in 2019 if shipowners deliver “zero supply side growth”, year on year.

September 2016

Lowest level of newbuilding contracts in 20 years 12 Sept. 2016

The shipyards become the next victim of the deteriorating conditions in the dry bulk, container and offshore markets

Container Shipping: Severe overcapacity in the market and recently agreed contract rates... 6 Sept. 2016

Severe overcapacity in the market and recently agreed contract rates on the transpacific trade lanes keeps pressure high on the liner companies.

Macro Economics: Surprising Europe and Stable China eases the economic uncertainty 5 Sept. 2016

Finally, we can conclude that a one-sided focus on monetary expansion handled by central banks is not enough anymore.