Archives for posts with tag: Shipping Intelligence Network

Climate change experts have recently estimated that the last four years have been the hottest on record, but in shipping it feels like a different matter altogether. As a whole the markets do appear to have seen some further gradual improvement in 2018, but without heating up too much. But do wider readings of the shipping ‘temperature’ tell us anything more?

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.

 

The last few years have marked a particularly challenging period for the shipbuilding industry, with contracting activity generally remaining limited and many yards facing difficulties. However, focusing on those builders which have been able to take contracts reveals one interesting angle, with the volume of orders per yard heading upwards, driven by both longer term trends and more recent changes.

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.

This week, the US announced that further tariffs on a wide range of imports from China will come into force from Monday, with China confirming retaliatory measures. These developments represent an escalation in the dispute over trade between the two countries, and against this backdrop, it is worth taking another look (see SIW 1327) at the potential impact of tariffs announced this year in a shipping context.

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

On 15th September 2008, the collapse of Lehman Brothers crystallised the financial crisis and the onset of the worst economic downturn for a century. To a shipping industry used to extreme cycles but transitioning to recession with rapid trade collapse and a huge newbuilding orderbook the initial shock was severe and the “hangover” prolonged. This week’s Analysis compares the situation almost ten years to the day.

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