The macro trends driving our data forecast point to geo-political and environmental challenges in the short term, but more energy commodities to ship in the short-to-medium term
While ship finance has fallen out of favour among many traditional lenders, the pain is not equally spread and the largest owners still manage to access corporate lending with very little, if any, reduction
Containers Outlook 2019
HMM’s strategic cooperation agreement with the 2M will end in April 2020, raising questions of how the carrier will fill its recently ordered ships
A slowdown in scrapping and an increase in newbuildings has reversed fortunes for shipowners
The cautious optimism that carriers expressed for 2018 has not quite come to pass, and there are more sharks still lurking beneath the surface. Looking forward to 2019-2020 the carriers still face challenging conditions, although the nature of the challenges will be changing — some gradually, and some more acutely
Marine insurers are heading into the uncharted waters of changing risk
Summer Outlook 2018
With strong supply-demand signals, external factors such as Washington’s policy preferences have become the strongest risks to shipping markets
Regulation and higher interest rates are resulting in more risks for owners and lenders despite freight market recovery
Spring Outlook 2018
Environmental regulation is the long-term trend, but shipping must first contend with a wide-reaching transparency regulation coming soon
LPG shipping markets may gradually recover this year on US exports and slowing fleet growth
Latest From Annual Outlook
With only a couple of inter-sessional working groups between now and the July 2023 deadline, propelling the notoriously glacial pace of change within the IMO is going to be an uphill struggle — but what emerges will set the regulatory landscape for shipping’s future
Smaller and medium-sized owners are still very much provided for, but wider upheavals are taking a toll on deals
Tankers: West African waters evolve as tanker spoofing centre as ‘dark fleet’ increases in size and notoriety
Tanker owners will have to deal with elevated compliance risks from sanctions in 2023
A spate of newbuilding deliveries can easily be absorbed, with more long-term charters being inked to secure tonnage in a tight, disrupted market
This time, the alibi for the rate increases is inflation. Rocketing costs for labour and steel are making it more expensive to foot the bills for repair yard work
Containerships make up more than 40% of the current global orderbook, while the tanker share is at a record low of 9%; nevertheless, orders from the tanker sector are expected to accelerate in 2023
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