Lloyd's List's latest report on shipping finance finds Chinese lessors in a dilemma and banks’ lending decisions already being swayed by green tendencies as the race to zero gathers pace, while private equity continues to reduce sector exposure in a second 'prexit' wave.
The immediate mid-year forecast for shipping’s core sectors predicts cloudy conditions in containers and dry bulk, but tankers enjoying a historic period in the sun. However, the longer-term outlook requires a complete rethink about how the industry is considering market plays.
This mid-year focus on Greece provides a fresh snapshot of the Greek-owned fleet as the industry faces challenges such as decarbonisation and training a new generation of seafarers.
In the absence of any certainty regarding fuel availability, the shipping industry is laying down a multi-billion-dollar zero-carbon hedge bet — yet in the meantime, its decarbonisation pledges and targets are looking increasingly thin.
Last year was about installing an unparalleled network of sanctions restricting trade. 2023 is going to be defined by increasingly aggressive enforcement regime as Western governments seek to close off the loopholes and make examples of those who have continued to skirt restrictions.
Regulatory pressure is compelling maritime companies to be more data-driven in both their culture and organisation. However, there is a bewildering array of applications and solutions available. Making smart on data investments is the key.
The long-term consequences of the geopolitical, energy and economic shocks of 2022 are hard to foresee — but for shipping, there is at least the possibility of a more optimistic reading of the runes
Politicians and businesses promised to strengthen and diversify global supply chains in the wake of recent disruptions — yet even if that was possible or desirable, it would be a costly reorganisation of trade lanes built off cheap, efficient logistics
The maritime sector’s fragmented approach to research and development is born out of a business model that prioritised cashflow and balance sheets at the expense of innovation. In an era of radical technological and operational revolution, many companies are no longer fit for purpose.
Shipping finance is grappling with the big question of what is pragmatic and achievable as opposed to idealistic but over-ambitious when it comes to climate goals. Those at the top are struggling to maintain a vision, while the squeezed middle is happy to pay for availability and focus on the immediate markets.
The war in Ukraine, China lockdowns, supply-chain disruptions, and the risk of so-called ‘stagflation’ mean recession for many countries will be hard to avoid. The consequences are not yet playing out in the shipping sectors reviewed in this outlook report, but even in containers.
Fuel options are slim and future regulations uncertain as shipping maps its course to decarbonisation, leaving companies with few good choices. Collaboration, efficiency and flexibility will be vital, but shipping has its work cut out to become carbon-free come 2050.
Posidonia, which traditionally welcomes the shipping world to converge on Athens biennially for a mixture of partying, transacting and exchanging views, is back in 2022 after a gap of four years.
Shipping is not becoming any less complicated and compliance risk is not moving down the industry agenda any time soon.
Lloyd’s List’s latest shipping health check remains largely unchanged from the last quarter.
Cyber security has been put towards the top of shipping’s risk list, but slow progress to address this online menace is playing into the hands of cyber criminals.
The number of ship casualties and incidents have steadied in recent years, but now is not the time for the maritime industry to take its eye off the ball.
Lloyd’s List’s annual forecast for the major shipping sectors, highlighting the short, medium and long term challenges that could sway industry fortunes.
Lloyd’s List’s latest takes the temperature at two of bastions of European shipping, with a global industry perspective.
Approaching nine months into Joe Biden’s tenure as US president, Lloyd’s List assesses the impact of his arrival on the shipping sector.
The marine insurance industry has seen a marked hardening of rates across all classes after a long period of weak profitability, Lloyd’s List survey of the sector attempts to assess what happens next.
Lloyd’s List’s half-year health check across all the major shipping sectors, highlighting the short to mid-term challenges that can sway industry fortunes.
Is a conservative, fragmented shipping industry finally ready to take full advantage of a groundswell of start-ups looking for scale?
China’s role as the world’s rising superpower will continue to shape shipping and trade dynamics in the coming months and years.
From the sweeping twin tectonic shifts of digitalisation and decarbonisation to the forensic concerns of sanctions compliance and financial governance.
Shipping on the verge of a paradigm shift, although digital adoption is uneven across the industry and will continue to be for the foreseeable future.
Shipping accelerates towards an uncertain future.
Lloyd's List examines the macro trends determining the fate of the shipbuilding and ship recycling sectors, focusing both on the long-term outlook and more immediate prospects for the yards.
Lloyd’s List takes a deep dive into how shipping is shaping up as it embarks on its journey to decarbonisation.
The latest edition of Lloyd’s List One Hundred Ports, ranking the world’s elite port facilities in container throughput terms.
Lloyd's List looks at what's in store for shipping in the second half of 2020.
Like other sectors, shipping has come up against issues of global significance that can only be addressed through working together.
The only thing clear in a world free from the coronavirus pandemic is that things will never be the same.
Container shipping faces perhaps its biggest challenge yet in an already tumultuous history at the hands of the coronavirus pandemic. Lloyd’s List assesses the status quo, as the industry attempts to ride the coronavirus storm.
Lloyd’s List takes a deep dive into shipping’s endeavours to retain and attract the next generation of maritime personal on board and ashore.
Lloyd’s List annual ranking of the most influential people in the shipping industry.
Lloyd’s List gives a crystal ball look into what the year has in store for shipping.
This special report combines reports on Greece and Cyprus at landmark moments for both shipping communities.
The latest magazine contains a trio of big-name interviews, including Maersk CEO Søren Skou, plus more on box shipping’s digitalisation journey.
Welcome to the latest edition of Lloyd’s List One Hundred Ports, tallying up the annual container throughput figures of the world’s elite port facilities.
Why shipping needs to get better at matching good ideas with smart money.
Why the industry requires immediate innovation and urgent action to navigate its way from digitalisation to decarbonisation.
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