Market analysis

BIMCO IMO2020 sulphur webinar

Includes BIMCO’s Chief Shipping Analysis Peter Sand, who will focus on the changes occurring in the freight market, debating a range of issues including freight rates in USD per tonnes against the TCE quotes. Who pays what in the market? Non-scrubber-fitted ships being the benchmark ship but what does that mean to the ones with a scrubber on board?

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

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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.