Market Outlooks
Outlook 2020
Global trade outlook: The macro view
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
The Finance Outlook
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 outside 2M could destabilise container market
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
Uncertainty grips charter market
A slowdown in scrapping and an increase in newbuildings has reversed fortunes for shipowners
Outlook 2019
Lloyd’s List Outlook 2019: Containers
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
Lloyd’s List Outlook 2019: Insurance
Marine insurers are heading into the uncharted waters of changing risk
Summer Outlook 2018
The power of externalities
With strong supply-demand signals, external factors such as Washington’s policy preferences have become the strongest risks to shipping markets
Five risks to check: Ship finance
Regulation and higher interest rates are resulting in more risks for owners and lenders despite freight market recovery
Spring Outlook 2018
Five things to watch: Regulation
Environmental regulation is the long-term trend, but shipping must first contend with a wide-reaching transparency regulation coming soon
Five things to watch: LPG shipping
LPG shipping markets may gradually recover this year on US exports and slowing fleet growth
Annual Outlook
Latest From Annual Outlook
Shipping can adapt to anything as long as trade remains global
Global maritime trade is down in 2023, but it has proven remarkably resilient to successive shocks to the system. A proliferation of protectionist obstacles to international trade and investment, however, could prove to be a much bigger barrier — even for shipping’s endless adaptability
Tankers: Will the market take the hard road or an easier pathway in 2024?
Forget the fundamentals; geopolitics will likely play an outsized role in the tanker markets in 2024
Ship finance: Diversity of funding is wider than ever, but banks narrow their focus
Many financiers are going ‘big’ and ‘green’, putting in doubt future funding for smaller owners of older vessels
Regulation: IMO deliberations to dominate agenda
The International Maritime Organization’s debate on an economic measure to complement its revised greenhouse gas strategy and implementation of the EU’s Emissions Trading System tax will be key subjects to watch in global shipping regulation during 2024
Dry bulk: Q4 rally could breathe life into seasonal slumber
Record grain exports from Brazil and continuing restrictions in the Panama Canal have been buoying up healthy demand
LNG and LPG: Panama Canal restrictions to keep freight rates high in 2024
Weak seasonal demand during the first quarter of 2024 will be offset by increasing tonne-miles because of reduced capacity in the Panama Canal, while an expansion of propane dehydrogenation plants in China will be driving growth for the LPG sector
You must sign in to use this functionality
Authentication.SignIn.HeadSignInHeader
Email Article
All set! This article has been sent to my@email.address.
All fields are required. For multiple recipients, separate email addresses with a semicolon.
Please Note: Only individuals with an active subscription will be able to access the full article. All other readers will be directed to the abstract and would need to subscribe.