Archives for posts with tag: Clarksons Research

It is well known that China ‘turbo-charged’ seaborne trade growth from the early 2000s onwards, as the country’s imports of raw materials such as iron ore, coal and crude oil grew at breakneck speed. Following a 2018 in which Chinese LNG imports represented 60% (15 million tonnes) of net global growth in seaborne LNG trade, it seems only natural to ask, could recent history repeat itself with LNG?

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

Conditions in the offshore sector have been challenging for several years now, and many on the outside might presume that market signals would still be very negative. But key offshore metrics appear more varied, with some parts of the market having seen greater improvements than expected whilst others remained stubbornly weak. Why do the indicators seem a little mixed, and what do they really tell us?

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

There are a number of key differences between the ‘liner’ shipping business (largely served by containerships) and the world of ‘tramp’ shipping (much of tanker and bulker activity, for example). One of the most obvious is the ‘dual’ nature of the container shipping markets, with separate ‘freight’ and ‘charter’ markets connecting to keep the liner network going. But do they always move in harmony?

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

Powered by ongoing innovation, drilling activity and infrastructure projects, the US energy revolution seems to be continuing apace, with the country likely to become a consistent net crude oil exporter within a few years. But as the recent FID at the 15.6 mtpa Golden Pass LNG plant in Texas suggests, seaborne LNG trade is being significantly affected by the shale boom in the US’s vast interior too…

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

The year just gone was a mixed one for offshore. Incremental progress continued towards rebalancing, while some sectors saw small day rate improvements compared to 2017. Overall though, challenges persisted in an oil price environment characterised by uncertainty and volatility. Several key indicators underperformed relative to start year sentiment and the year ended on something of a negative note.

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

Following the recent oil price plunge, US shale oil production growth has been in the headlines once again, this time as one of the main factors behind the latest slide in oil prices. However, it can still be tricky to appreciate just how significant US shale oil output has now become to global oil markets. Comparing this year’s surge in output against some offshore benchmarks can be helpful.

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

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.