Archives for posts with tag: Container

In addition to the variations in vessel earnings following the impacts of Covid-19, there have also been some dramatic swings in asset prices. Against the backdrop of a record surge in secondhand sales activity in recent months, a review of the high-level trends makes compelling reading for asset players, and highlights the magnitude of some of the vessel price dynamics.

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

Much of the analysis of the impacts of Covid-19 has focussed on major short-term shipping market variations and also the benefits from “disruption upside”. 2021 so far has seen more positive sentiment developing across many shipping sectors, and our ClarkSea Index has laid down a new marker, registering the best Q1 average since back in 2008, before the global financial crisis.

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

Attention has frequently focussed on “disruption upside” in the shipping markets following the impacts of the Covid-19 crisis. Since late 2020, the container sector has provided a clear example. With box trade volumes recovering swiftly and underlying supply growth moderate, congestion at ports (and currently at Suez too) absorbing capacity has provided additional impetus, driving spectacular market progress. 

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

Extracted from our upcoming Shipping Review & Outlook, this week’s Analysis profiles recovering trade volumes, an encouraging supply side, the increasingly central role of Green Transition and elements of improved sentiment. While uncertainties around the nature of recovery and pressures from the pandemic remain, our projections suggest trade will return to pre-Covid levels in 2021 and reach 12bn tonnes.

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

Our annual liner review looks back on a year of dramatic trends in the container shipping sector in both directions. Covid-19 dominated the dynamics, creating major disruption and initially a heavily negative impact on trade flows and markets. But by the end of 2020, the sector was amongst the best performing across shipping, and both the box freight and vessel charter markets were celebrating new highs…

For further information, please see the Shipping Intelligence Network.

After a uniquely challenging year for the shipping industry, our first Analysis of the year reviews some of the dramatic trends from a Covid-19 dominated 2020. Benefiting from elements of “disruption upside”, our cross-segment ClarkSea Index actually ended the year down only 2% y-o-y, experiencing its second highest year since 2010 (after 2019) despite global seaborne trade falling 3.8% to 11.5bn tonnes.

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

At this point in the year, with many seasonal gifts having previously started the journey to their destination via containership, we often take a look at how the box shipping sector has been faring. As we approach the end of 2020, we can report not only on a rollercoaster ride through a tumultuous year, but also on a firm rebound, and an almost “perfect storm” leading to some record market conditions…

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

With shipping at the start of a unprecedented investment program around fleet renewal and shoreside infrastructure to deal with emissions reduction, SIW 1,450 profiled important progress so far in the uptake of Alternative Fuels, ESTs, “Eco” engines, scrubbers and port facilities. This week we drill down on progress in container shipping, a sector already often subject to a greater degree of consumer scrutiny. 

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

Every year, readers of 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 none of our entrants could have predicted the major challenges and disruption seen across the shipping industry this year, but it can still be useful to review where sentiment was a year ago and how the markets have evolved since.

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

This year so far has seen major disruption to seaborne trade volumes from the Covid-19 pandemic (see SIW 1,443), but significant trends have also been apparent on the supply side. Despite underlying fleet growth, trends in floating storage, scrubber retrofitting, and ‘idle’ boxship capacity have led to sometimes dramatic developments in ‘active’ fleet capacity in the major sectors over recent months.

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