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Half year outlook

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.

The perils of mistaking market weather for long-term climate change

Having the right ships at the right price at the right time — and, crucially, being in a position to take advantage of these rare market opportunities — was traditionally how magnates were made; but longer-term thinking is now required from business models facing extinction  

Political Risk and Trade Sustainability Tankers and Gas

Tankers: From hubris to headwinds — tonne-miles, trade imbalances and geopolitics drive demand as peak oil looms

Russia-led dislocation in oil trades buttresses earnings for the global tanker fleet, amid rates volatility ahead of moderating oil demand growth from 2024

Tankers and Gas VLCC Product tankers

Regulation: All eyes on the IMO’s greenhouse gas strategy

MEPC80 is at the top of shipping’s global regulation agenda in 2023; the outcomes could shape the industry and influence critical business decisions for many years to come

Mid-Year outlook IMO Regulation

Shipbuilding: Margins set to increase on back of higher value contracts

Shipbuilding production is set to ramp up in 2023, while yards should finally reap the benefit of orderbooks filled with high-value contracts

Shipbuilding Containers Dry Bulk

Marine insurance: Back in black, but further rate hikes in prospect

Claims inflation is rising perceptibly, yet not to the same extent as inflation in the wider economy and consumer market

Insurance International Mid-Year outlook
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Containers: Box shipping keeps an eye on capacity as weak peak season looms

Supply is set to outstrip demand by some margin over the next two years; the question is whether container lines can maintain the discipline to manage the influx

Containers Ports and Logistics Shipbuilding

Dry bulk: Looking for a boost from the China factor

The dry bulk market seems to be lacking impetus as participants look to China for direction. So far, however, any hopes of a fast and furious uptick in freight rates have been dashed as recovery in the second-largest economy has been slow, while consistent congestion — a feature of the past two years — has eased

Dry Bulk China International

LNG and LPG: Gas fleet expansion gallops on

US exports are supporting freight rates for VLGCs, says Poten & Partners

LNG LPG Tankers and Gas

Ship finance: Banks face decarbonisation lending dilemma

Private capital is filling finance gaps as bank lending shuns older or fossil fuel-linked vessels

Finance Sustainability Sale and Purchase