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 2015

Macro Economics: Demand supported by EU and US while China is creating uncertainty

All eyes are on China in recent months as most other non-Chinese economic indicators have been dwarfed by the government’s actions and markets’ reactions. It is all of the things that we don’t know about the Chinese economy that is worrying, not the fact that the economy is in a transition phase which inevitably will drive down GDP growth and change import and export patterns.

Interview with Chief Shipping Analyst at BIMCO, Peter Sand by Gibraltar Shipping

Peter talks to Gibraltar Shipping providing more insight on his role and views on current shipping trends.

September 2015

Is the lack of demand for containerships a manageable challenge?

The low demand on the high volume trade lanes is surely increasing the pressure on earnings which is already felt in the container shipping industry.

August 2015

Is China’s steel exports enough to support the freight market?

No, it’s not enough, you will need lower Chinese iron ore production too in order to keep growing imports of iron ore into China that will support the dry bulk freight market.

Troubled dry bulk market faces further turmoil as Chinese coal imports remain weak

The demand for coal in China continues to diminish. So much in fact that India is expected to succeed China as the world’s largest importer of coal this year.

July 2015

A new record year in dry bulk demolition under way?

The preliminary amount of dry bulk tonnage being demolished during the first half of 2015 is 20 million DWT. So could we be heading for a new demolition record level in 2015?

June 2015

Baltic Dry Index climbs to an all year high

The dry bulk market has been devastating so far in 2015. However, June has somehow reversed it all in less than three weeks if judged by the Baltic Dry Index (BDI).

Tanker Shipping: Still strong market with continued positive prospects especially for crude

Earnings for both crude oil and oil product tankers continues to go from strength to strength. Overall, the lower crude oil prices are supporting refinery margins. This accelerates crude oil throughput and increases demand for transportation of feedstock to the refineries as well as transportation of the refined oil products thereafter.

Dry Bulk Shipping: Lowest fleet growth in 10 years may not prove enough as demand quickly evaporates

The market conditions are devastating and volume growth in 2015 on key trades is negative. The lack of coal imports into China is taking centre stage, and lost volumes are difficult to make up elsewhere.

Container Shipping: Spot rates in a sink hole, while charter rates for smaller containerships soar

The demand situation is developing a tad slower than what the market had anticipated. After the expected dip around Chinese New Year (February), volumes have failed to pick up markedly.