Market analysis

Impact of COVID-19 on Future Shipping Demand with BIMCO's Peter Sand

From the drastic decrease in oil demand to lockdown in manufacturing, Peter provided an overview of the macroeconomic challenges being faced by individual shipping sectors and subsequently indicators of how the breakbulk and project cargo sectors are faring through the current pandemic.

State of the Bunker Industry - Examining the Key Issues Stakeholders Face Today

This is not the post-2020 environment we expected. The event examined the key issues that marine fuel stakeholders from buyers to suppliers face today. How did we get here, and what can we expect in the months ahead? Is there any IMO 2020 hangover at all, or is the focus now only on dealing with the reality of new market dynamics and the changing economic landscape? Peter Sand, Chief Shipping Analyst, BIMCO provided the Shipowners' Perspective.

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Get analysis of the dry bulk, oil tanker and container markets. The BIMCO shipping market analysis team writes a mix of quick insight and deep analysis with a focus on the fundamentals: supply and demand.

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July 2018

Overview of the trade war and the effect on shipping

The trade war adds painful uncertainty for the shipping industry, as it distorts the free flow of goods, changes trade lanes and makes it difficult for ship operators and owners to position their ships efficiently in the market.

June 2018

US firing shots at allies as exemption of EU, Canada and Mexico ends

Months of uncertainty about the potential exemptions of the EU, Canada and Mexico’s exports of steel and aluminium to the US have ended, and with a hard hit.

May 2018

Container shipping: Change required for higher rates

Overcapacity remains in the sector, where fleet growth is extremely uneven.

Dry Bulk Shipping: No more room for newbuilds

The dry bulk shipping industry remains on the road to recovery, as demand continues to keep its nose just ahead of fleet growth, while scrapping and ordering remains subdued.

Tanker shipping: added uncertainty is not helpful to the struggling tankers

The impact of the sanctions against Iran and global stockpile levels are  two factors to watch out for.

Macroeconomics: Economic growth likely to peak in 2018

GDP growth and high trade multipliers have benefitted the shipping industry through higher trade volumes, but this could be as good as it gets.

The trade war is all about the eastbound transpacific trade lane

When two of the world’s top trading partners, get entangled in a stand-off, where the outbreak of a trade war could become the extended tool of intense negotiations, we’d better prepare for what may come. While hoping that it will never take place.

Free BIMCO 'power panel' debate at Posidonia

A “Power panel” debate on the dry bulk and oil tanker shipping markets, including the 2020 global sulphur cap experiment. Sign up here

April 2018

Soya bean trade lanes may change due to the ongoing trade war

The shipping of soya beans from the US to China is one of the most significant ‘one commodity’ cargoes that may become affected by the trade war between the US and China.

BIMCO’s market analysis team launch supply side graph section

BIMCO’s market analysis team launches a graph section, where BIMCO members can get an overview of a specific sector and how the supply side of that sector develops.