Market analysis

The commercial aspects that matter to the future shipping industry

Peter Sand provides his take on the commercial aspects that matter to the future shipping industry at the Slide2Open Shipping Finance Conference on 30 January 2020

BIMCO Analyst: Phase one deal will deliver both trade creation and trade diversion

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Peter Sand, chief shipping analyst at BIMCO, talks the economic implications of the US-China phase one trade deal on CNBC.

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September 2019

Meet BIMCO’s Chief Shipping Analyst at the Argus Fuel Oil Summit 2019 in Miami, Florida, US

Join Peter Sand at the Argus Fuel Oil Summit in Miami, Florida, US. The Chief Shipping Analyst will be participating in the panel discussion: 2020 is rapidly approaching – are shipowners prepared?

Dry bulk: Rates may have climbed out of the abyss, but challenges remain in place for the autumn

BIMCO expects the fundamental market balance to deteriorate in 2019 which will do nothing to improve freight rates as the 2020 sulphur cap nears.

Tanker Shipping: A boost from the 2020 sulphur cap will not make up for a fast-growing fleet.

Even with the sulphur cap expected to give a boost to the tanker market, high fleet growth will put pressure on earnings.

Macroeconomics: Low growth persists amid trade tensions and a slowdown in global manufacturing

Global economic growth continues to slow with recession warnings sounding in many corners of the world, none of which points to high global trade volume growth for the time being.

Container Shipping: Ship sizes keep increasing despite stagnant volume growth

Global growth in container volumes has picked up slightly in the second quarter of the year, with growth in the first seven months reaching 1.2%, compared to the just 0.8% in the first quarter.

August 2019

Meet BIMCO’s Chief Shipping Analyst at Bloomberg Intelligence in London, UK

Join Peter Sand at the London International Shipping Week, where he will be participating in the Navigating Through IMO 2020 amid slowing growth discussion hosted by Bloomberg Intelligence. The discussion will cover the outlook for the commercial shipping markets, alongside an IMO panel discussion on how to prepare for the upcoming IMO 2020 Sulphur Cap. The event will be followed with a networking reception.

Record high seaborne US crude oil exports in June 2019

The highest US crude oil exports to China in 11 months lifted total seaborne US crude oil exports to a record high at 11.9 million (m) tonnes in June 2019.

Meet BIMCO's Chief Shipping Analyst at JOC Container Trade Europe in Hamburg, Germany

Join Peter Sand at the JOC Container Trade Europe conference in Hamburg, Germany on the 17th of September.

US soya bean exports, up or down?

The trade war has brought increased attention to the soya bean trade between the US and China with 2019 offering conflicting narratives.

June 2019

Tonne miles from US crude oil exports drop dramatically in April

April was a disappointing month for the crude oil shipping industry with a dramatic fall in US crude oil exports which caused tonne mile demand to fall disproportionally.