Archives for category: Shipping Market

Investment 101 could be summarised as: buy low, sell high and make lots of money in between. That sounds simple, and with the benefit of hindsight, it can look it too. But as anyone who follows shipping knows, this is easier said than done. Modelling returns on shipping investments in the decade since the financial crisis helps to emphasize this point, and shows how good timing always makes the difference.

For the full version of this article, please go to Shipping Intelligence Network.

It has been a long and often arduous journey for the car carrier sector over the last ten years. However, following a very challenging 2016, last year saw a return to more positive trends in global seaborne car trade, and volumes look set to have expanded steadily in 2018 too. Nevertheless, following gradual market improvements this year, building demand side risks may represent hazards on the road ahead.

For the full version of this article, please go to Shipping Intelligence Network.

Every year, readers of the Shipping Intelligence Weekly are invited to submit their predictions of the value of the ClarkSea Index at the start of November the following year. Of course, forecasting anything in an industry as volatile as shipping is always a challenge, but with a prize of a case of champagne at stake, many of our readers are eager to give it a go. So, how did last year’s entrants get on?

For the full version of this article, please go to Shipping Intelligence Network.

 

There is a sense that the LNG sector is now gaining some momentum compared to recent years: LNG carrier market sentiment has picked up with firming ordering and dayrates; several major LNG project FIDs look to be near; and the approach of IMO 2020 has made LNG as a marine fuel highly topical. Against this backdrop, interest in ‘small-scale’ LNG is appreciable too. But just what is small-scale LNG?

For the full version of this article, please go to Shipping Intelligence Network.

Over the ten years since the onset of the financial crisis, it has generally been tough going for the shipping markets, but not without upside at times (see SIW 1339). Today, the bulkcarrier and containership sectors look to have made some helpful progress recently while tankers are lagging behind, but looking at earnings in the major sectors across the last ten years as a whole might just tell a broader story…

For the full version of this article, please go to Shipping Intelligence Network.

 

One of the notable features of the shipping markets in 2017 was the record level of S&P activity, with reported sales volumes topping 90m dwt in capacity and more than 1,600 units. After a slow start in early 2018, this year’s activity levels subsequently picked up, but indications suggest a slower Q3 than one year previously. Where does this leave 2018 S&P volumes against last year’s record?

For the full version of this article, please go to Shipping Intelligence Network.

Among the many specialised vessels to be found within the diverse world of shipping are Floating Production, Storage and Offloading (FPSO) units, which are used to exploit offshore oil and gas fields. Although few in number compared to say, tankers, they tend to be high-value units, and market cycles in the FPSO sector make for an interesting comparison with more conventional shipping markets.

For the full version of this article, please go to Shipping Intelligence Network.