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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June 2015

Macro Economics: Shipping is faced with a positive, yet complex and changing macroeconomic landscape

The global macroeconomic scene has become more volatile, with prominent factors such as oil prices and global currencies causing a commotion.

May 2015

WMN Interview: Time for Carriers to Get Ahead of the Curve

The 2015 has started off as a pretty challenging year for the container shipping industry. With volatile spot rates coupled with oversupply and ordering of ever bigger ships, shipowners across the board seem to have a lot on their plates.

Busiest Capesize Demolition Market Ever!

The activity on the demolition market is off to a good start in 2015 when looking at dry bulk tonnage.

April 2015

Strong tanker market extends peak season high earnings

In the first quarter of 2015, tanker earnings for crude oil tankers have climbed to new strong levels, with averages not seen since 2008.

Chinese slowdown confirmed in Chinese and IMF data

The Chinese economy grew by 7.0% y-o-y in the first quarter of 2015, according to National Bureau of Statistics in China. This is the weakest overall growth in six years. Growth during the quarter was strongest in the industrial sector (6.4%) and the service sector (7.9%), whereas the primary sector (3.2%) contributed to a lesser extent.

Container ship freight rates fall on declining Chinese exports

Since February, freight rates on the three key container shipping lanes has left the erratic up and down movements behind only to slide week after week.

HSN Interview: Worst is over for the dry bulk market, but the pain will remain

The current demise of the dry bulk market isn’t one to go away anytime soon. That doesn’t mean that it can’t improve, with all ship classes expected to cover their operating costs by May. Meanwhile, demolition activity isn’t enough, at least thus far, to offset oversupply of tonnage in the dry bulk market.

March 2015

China’s manufacturing sector is struggling to keep up pace

Data released today on the condition of the Chinese manufacturing sector points towards weaker business conditions. HSBC/Markit China Manufacturing Purchasing Managers’ Index (PMI) is coming down from a seven-months high in February ...

Container Shipping - Striking the balance is tough when everyone wants to get “back into the black”

The labour conflict that caused a widespread and highly disruptive strike and subsequent congestion in most US West Coast ports, especially for the container shipping industry ended toward the end of February.

Tanker Shipping - Stronger tanker markets prolonged on strong fundamentals

Demand for crude oil and oil product tankers is currently strong and both segments are enjoying an extended winter season with high earnings.