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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October 2016

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.

Tanker shipping: The expected negative change of market balance is taking its toll 5 Sept. 2016

Demand. Lower growth rates for refinery throughput and drawdowns on swollen oil stocks has impacted the seaborne tanker market negatively. BIMCO expected this to happen...

Dry Bulk Shipping: Poor freight rates despite strong demand growth from China

Demand. The dry bulk commodity imports into and exports out of China we have seen in the first half of 2016 are very positive – and nothing short of extraordinary. But, putting it into perspective, compared to the devastating freight rate levels over the same period, it highlights that something is very wrong in the dry bulk market. The market is nowhere near balanced.

June 2016

Substantial demolition of panamax containerships

Demolition of containerships almost tripled in the first 5 months of the year 2016 in comparison to the same period of last year.

Oil product tankers earnings decline as stockbuilding slows down

BIMCO’s expectations remains as the oil product tanker fleet continues to grow, with earnings at the lowest since Q3 in 2014.

"Road to Recovery Report" - interview with BIMCO Chief Shipping Analyst

BIMCO's Chief Shipping Analyst, Peter Sand, in a video interview talking about the recently published "Road to Recovery" analysis of the dry bulk market.

May 2016

BIMCO President speaks on the “road to recovery” for the dry bulk market

“Scrapping ships and no new builds is the fastest road to recovery for the dry bulk market” BIMCO President Philippe Louis-Dreyfus comments on BIMCO’s latest market analysis