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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May 2018

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.

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.

Meet BIMCO’s Deputy Secretary General and Chief Shipping Analyst in Odessa

BIMCO’s Deputy Secretary General Søren Larsen and Chief Shipping Analyst Peter Sand will be visiting Odessa, Ukraine to participate at the Grain & Maritime Days on 24 – 25 May 2018 at Black Sea Shevchenko Park Hotel, Odessa, Ukraine.

March 2018

A trade war is harmful to us all and clearly bad for global shipping

Free trade provides prosperity and peace. It’s a fundamental principle to cherish and safeguard. All trade-restrictive measures are in principle bad for shipping. Right now, the international atmosphere is full of threats of retaliation and it appears likely that major trading partners with the US like the EU and China will hit back to draw a line in the sand for the US Administration and President Trump.

US seaborne exports of oil products at an all-time high

Following a seasonal surge in December 2017, the US seaborne export of oil products (materials derived from crude oil) reached the highest annual level ever, in terms of volume and tonne miles demand. An increase in volume, combined with a marginal increase in the average sailing distance, caused the total annual tonne miles demand to surpass the previous high set in 2013.

Meet BIMCO’s Chief Shipping Analyst in Singapore

BIMCO’s Chief Shipping Analyst will be visiting Singapore to be the moderator at BIMCO’s own seminar and networking event “Crude Oil Tankers: Road to Recovery”. Peter Sand will furthermore be participating in Maritime CEO Forum and a panel discussion at the 15th edition of Asia Pacific Maritime Conference. All three events are hosted in Singapore and will take place on 13-15 March 2018.

February 2018

Container shipping: a year where fleet growth and demand growth are the same

What will the future bring? Overall demand growth is expected to be lower than in 2017, but still high enough to potentially improve the fundamental market balance.