Archives for posts with tag: Container

The summer of 2018 has been a scorcher! Now that suits some people pretty well of course, but if you happen to be, say, a phlegmatic British shipping analyst sizzling away in the City of London, this sort of heat can leave you pining for the cold and wet to which you are accustomed. So in a spirit of escapism, this week’s Analysis uses Clarksons SeaNet data to take a look at activity in the lovely, chilly north…

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

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Economists use a range of tools to demonstrate the degree of fragmentation, consolidation, or in economic terms, ‘concentration’ across a range of industrial activity. Shipping is often thought of as a fairly fragmented industry, and the shipbuilding industry is today undergoing a period of significant consolidation. How might an economics approach illustrate the prevailing degree of concentration in each case?

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

The container shipping sector derives many of its characteristics from the dual but separate nature of the freight and charter markets, and 2018 so far has seen some distinctly ‘two-tier’ trends in the box shipping space, with freight and charter rates experiencing a clear difference in performance. What has caused that to happen, and how likely is it to be sustained?

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

With the industry hoping for better “grades” after the “effort” of recent years, this week’s Analysis updates our half year shipping report showing a ClarkSea Index up 9% y-o-y but still below trend since the financial crisis (see Graph of the Week). After comments of “must do better” and “showing potential” in recent years, do the statistics suggest “extra classes” will again be needed over the summer holidays?

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

The last few months have seen increasing friction surrounding trade globally, with the US and China in particular making headlines for announcing proposals to introduce new import tariffs. These developments have raised concerns over a potential negative impact on seaborne trade volumes, but how much trade could actually be affected? The devil is in the detail, so this week’s Analysis takes a closer look…

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

From one viewpoint, given the huge range of companies involved, the ownership of the world fleet can look quite fragmented. But from another, the prominence of larger owners who account for the majority of tonnage is quite clear too. Upon closer inspection however, some sectors appear proportionally more likely to be home to the bigger, more diversified players than others.

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

In the old song “It’s a long way to Tipperary”, the Irish county in question is “a long way back home”. For shipping it must feel a little like that too. Despite more positive sentiment, a supportive world economy, robust trade growth and slowing capacity expansion in many sectors, truly strong markets might still seem in many cases some distance away. But how far along the way are the shipping markets really?

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