Market analysis

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.

Watch the video recording

 

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. 

Stay up to date

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.

Filter news
Clear Filters
Clear all type filters

November 2018

Dry Bulk Shipping: BDI weakness in Q4, as the trade war limits demand growth and demolitions stall

The fragile recovery is stalling because the fleet is growing too fast.

Macroeconomics: Adverse trade politics and rising trade barriers are challenging the industry

The effects of rising barriers to trade, capital flowing out of emerging market economies, and the elevated geopolitical risk are now clear to everyone.

Container Shipping: Slow growing demand is a constant challenge

By examining our fleet-growth estimate alone, 2019 looks like a year in which the fundamental balance can only improve. But the trade war remains the wild card here. 

No US Crude oil exports to China for second month in a row

For the seventh month in a row total US crude oil exports excluding china hit a new all-time high reaching 7.9 million tonnes in September.

US Soya Bean exports to China are down by 97%

The trade war and particularly the Chinese tariffs on imports of US soya beans can now clearly be seen with the start of the soya bean exporting period in the US. 

October 2018

Meet BIMCO’S Chief Shipping Analyst in London and Frankfurt

BIMCO’s chief shipping analyst will be participating at Bloomberg Intelligence shipping seminar in London on 12 November and Frankfurt on 13 November.

Iran emerges as no. 1 buyer of US soya beans

Meanwhile the exports of soya beans to China from the US are down 31% for the first eight months and 95% in August alone, compared to the same periods of least year. 

US Crude Oil Exports to China drop to zero in August

Total US crude exports to all destinations other than China hit a new all-time high in August at 6.96 million tonnes.

September 2018

Shipping is increasingly caught in the trade war line of crossfire

The shipping industry is trapped between a rock and a hard place in an already troubled market.

Dry Bulk Shipping: An improving market, even as iron ore imports slip and the fleet grows faster.

When profits finally arrive, everyone breathes a sigh of relief. Several years of very bad markets have come to an end, but how do we retain the profitable freight rates?