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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February 2018

Dry Bulk Shipping: Q1 requires careful handling as seasonal cargo demand drops

The fleet is growing at the slowest pace since 1999, and solid growth in demand means that the dry bulk shipping industry should be facing another year of improvement to the fundamental balance.

Macroeconomics: Economic growth around the world is supporting shipping

It has been quite some time since macro-economic development has looked this positive and as supportive of shipping.

Tanker shipping: markets under massive pressure from low demand growth

The future of oil demand and subsequently of tanker demand is very much policy driven. It has been so in the past to some extent, but in coming years this will be more apparent.

Meet BIMCO’s Chief Shipping Analyst in Long Beach, CA

BIMCO’s Chief Shipping Analyst, Peter Sand, will be participating at the 18th edition of Trans Pacific Maritime on 4-7 March 2018 in Long Beach, California. 

China breaks new ground... again

Chinese seaborne imports of iron ore, coal and crude oil have all grown strongly throughout 2017. Both seaborne imports of crude oil and iron ore have reached the highest levels ever recorded, while coal reached the highest level in three years. Imports of crude oil and coal have benefitted the shipping industry to the greatest extent as both volumes and distances have increased.

January 2018

Meet BIMCO’s Chief Shipping Analyst in Athens and in Amsterdam

BIMCO’s Chief Shipping Analyst will be presenting BIMCO’s shipping industry outlook at the INTERCEM Shipping Forum in Athens on 22-23 January 2018 and at Platts 11th Annual European Oil Storage Conference 2018 in Amsterdam on 25– 26 January 2018.

2017 was year of change in shipping – caution required in 2018

2017 was a year of change. Much of it for the better, but a cautious approach is still needed for 2018 to maintain the progress already achieved.

December 2017

Will the dry bulk industry become profitable in 2018?

It looks like 2018 will be a year that shipowners should take advantage of, as the dry bulk fleet is likely to grow at the slowest pace seen since 1999, and BIMCO sees global demand growth outstripping supply growth in 2018.

US crude oil exports now more important to shipping than US oil product exports

The United States (US) government lifted their restrictive policy on crude oil exports in December 2015. In September and October 2017, increased demand from Asia and Europe has caused US seaborne export of crude oil to surpass the US seaborne export of oil products in terms of billion tonne miles.

November 2017

Container shipping: testing the strength of the market makes spot rates drop

Because of the liner companies' interest in "testing" the strength of the market, they deploy tonnage into the trades until the freight drop! Only by doing that, can they reveal the true strength of demand