Market analysis

The shipping markets checkpoint – Special Guest Speaker: Mark Williams

The third webinar in our series on the future of the commercial shipping markets.

The webinar had Mark Williams, Managing Director at Shipping Strategy, as the special guest speaker and Peter Sand, BIMCO’s Chief Shipping Analyst, debating the current developments in the shipping markets. The two touched upon the impact of the pandemic and the ways in which shipping sectors navigate through tumultuous times.

The shipping markets checkpoint – Special Guest Speaker: Paul Marsh

The second webinar in our series on the future of the commercial shipping markets.

Paul Marsh, Research Director at Navig8 Group as the special guest speaker and our very own Chief Shipping Analyst, Peter Sand set the scene by discussing the macroeconomics changes brought by the pandemic and how they accentuated the geopolitical tensions felt by the oil tanker shipping industry. The two analysts then share their views on what lies ahead for the crude and petroleum products carries.

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Get analysis of the dry bulk, oil tanker and container markets. The BIMCO shipping market analysis team writes a mix of quick insight and deep analysis with a focus on the fundamentals: supply and demand.

 
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July 2018

Overview of the trade war and the effect on shipping

The trade war adds painful uncertainty for the shipping industry, as it distorts the free flow of goods, changes trade lanes and makes it difficult for ship operators and owners to position their ships efficiently in the market.

June 2018

US firing shots at allies as exemption of EU, Canada and Mexico ends

Months of uncertainty about the potential exemptions of the EU, Canada and Mexico’s exports of steel and aluminium to the US have ended, and with a hard hit.

May 2018

Container shipping: Change required for higher rates

Overcapacity remains in the sector, where fleet growth is extremely uneven.

Dry Bulk Shipping: No more room for newbuilds

The dry bulk shipping industry remains on the road to recovery, as demand continues to keep its nose just ahead of fleet growth, while scrapping and ordering remains subdued.

Macroeconomics: Economic growth likely to peak in 2018

GDP growth and high trade multipliers have benefitted the shipping industry through higher trade volumes, but this could be as good as it gets.

Tanker shipping: added uncertainty is not helpful to the struggling tankers

The impact of the sanctions against Iran and global stockpile levels are  two factors to watch out for.

The trade war is all about the eastbound transpacific trade lane

When two of the world’s top trading partners, get entangled in a stand-off, where the outbreak of a trade war could become the extended tool of intense negotiations, we’d better prepare for what may come. While hoping that it will never take place.

Free BIMCO 'power panel' debate at Posidonia

A “Power panel” debate on the dry bulk and oil tanker shipping markets, including the 2020 global sulphur cap experiment. Sign up here

April 2018

Soya bean trade lanes may change due to the ongoing trade war

The shipping of soya beans from the US to China is one of the most significant ‘one commodity’ cargoes that may become affected by the trade war between the US and China.

BIMCO’s market analysis team launch supply side graph section

BIMCO’s market analysis team launches a graph section, where BIMCO members can get an overview of a specific sector and how the supply side of that sector develops.