Market analysis

 

The Shipping Markets Checkpoint: Threats and opportunities in a COVID-19 world

For the first webinar in the series ‘ The Shipping Markets Checkpoint: Threats and opportunities in a COVID-19 world’ BIMCO has invited Randy Giveans, Senior Vice President Equity Researcher at Jefferies to discuss recent developments together with BIMCO’s Chief Shipping Analyst, Peter Sand. 

The two shared their insights regarding the current events dominating the dry bulk and tanker markets as well as their views on what the future may bring for the two markets.

BIMCO Market Analysis Webinar 2020 Q3

After the sharp and sudden shock of the pandemic, the economic recovery has begun and it is clear that it will be drawn out and uneven, both geographically and by sector. Huge stimulus packages have so far been enough to prop up some parts of the economy. However, these are not magic pills, and, with the virus still spreading, a global recovery is some way off,” Peter Sand writes in his analysis.

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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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June 2019

Tanker Shipping: While we wait for 2020 to kick in, it's all about politics

The tanker market is – even more so than before – all about geopolitics.

Container Shipping: The many pitfalls in the coming months will decide the fate of the year

As weak demand growth is forecasted for the coming quarters, the container shipping industry is set to return to negative margins.

Dry bulk: A struggling market gets all hyped up by Capesize volatility

Fleet growth expected to outstrip demand growth in 2019 and 2020, making the near future look unappealing.

Macroeconomics: Slower growth from unresolved trade tensions harms global trade volumes

Economic growth around the world is slowing, and several governments – including Germany, China and South Korea – have announced stimulus packages to boost their economies.

May 2019

Rising deliveries of Capesize ships pose a threat to the already fragile market balance

Despite increased demolition of Capesize ships, the size of the fleet is set to grow substantially.

April 2019

Meet BIMCO's Chief Shipping Analyst in Rotterdam, the Netherlands

BIMCO’s Chief Shipping Analyst will be participating at the TOC Europe in Rotterdam on 18 June 2019.

"It's the steel production, stupid!"

Chinese imports of iron ore keep falling, while its crude steel production keeps growing.

US seaborne crude oil exports hit record high for fifth month in a row

US exports of crude oil have, since August 2018, continued to rise every month, with a new record high in January of 9.6 million tonnes.

Chinese purchases of US soya beans bounce back in January

Exports to China rose in January, reaching 1.4 million tonnes, up from only 69,079 tonnes in December and accounting for 30.7% of total US soya bean exports in January.

March 2019

Meet BIMCO's Chief Shipping Analyst in New York City and Montreal

BIMCO’s Chief Shipping Analyst will be participating at the INTERCEM Shipping Americas in New York City, USA, which will take place on 20 May 2019, and the Shipping Federation of Canada’s Annual Conference on 22 May 2019 in Montreal, Canada.