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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November 2018

US Soya Bean exports to China are down by 97%

The trade war and particularly the Chinese tariffs on imports of US soya beans can now clearly be seen with the start of the soya bean exporting period in the US. 

October 2018

Meet BIMCO’S Chief Shipping Analyst in London and Frankfurt

BIMCO’s chief shipping analyst will be participating at Bloomberg Intelligence shipping seminar in London on 12 November and Frankfurt on 13 November.

Iran emerges as no. 1 buyer of US soya beans

Meanwhile the exports of soya beans to China from the US are down 31% for the first eight months and 95% in August alone, compared to the same periods of least year. 

US Crude Oil Exports to China drop to zero in August

Total US crude exports to all destinations other than China hit a new all-time high in August at 6.96 million tonnes.

September 2018

Shipping is increasingly caught in the trade war line of crossfire

The shipping industry is trapped between a rock and a hard place in an already troubled market.

Container Shipping: it is obviously very difficult to hold down fleet growth to improve the market.

The capacity of the fleet is growing too fast for the demand to cope with it. All three aspects of the supply side have pushed up the fleet growth – in nominal as well as active terms.

Dry Bulk Shipping: An improving market, even as iron ore imports slip and the fleet grows faster.

When profits finally arrive, everyone breathes a sigh of relief. Several years of very bad markets have come to an end, but how do we retain the profitable freight rates?  

August 2018

Tanker shipping: A record poor tanker market with a growing fleet is prolonging the crisis

The continued severity of the tanker market conditions has made owners dig deep into the oversupply of capacity. Still BIMCO expects the tanker fleet to keep growing. A short-term rate recovery is not expected, as it is ‘maintenance season’ for the global refining industry in September and October.

Macroeconomics: Regional and global disputes heighten uncertainty and kill optimism and trade growth

Starting a trade war is bad for everyone, and shipping is right in the eye of the storm. Adding a new sanctions regime involving the US and Iran is putting another layer of stress on a shipping industry that is struggling to generate profits. Not surprisingly, the IMF’s estimate for world trade volumes was adjusted downwards for both 2018 and 2019 in July.

Meet BIMCO’S Chief Shipping Analyst in Hamburg

BIMCO’s chief shipping analyst will be participating at the Container Trade Europe Conference on 18-20 September 2018 in Hamburg.