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Shipping Markets Checkpoint Season 2 - Special Guest Speaker: Jochen Gutschmidt

Peter Sand is joined by Jochen Gutschmidt for the final episode, which focuses on container shipping. Sand and Gutschmidt look into the somewhat crazy and out of control container shipping market. Commodities moved in a box have dominated much of the conversation in 2020, and here is the perfect opportunity to dive down into how, why and where it is going. The two look both on commercial (procurement) and operational (management and optimization) trends. Spanning across short and long-term analyses, giving the viewer insight into the short-term markets and a unique look into the experts forecast for the future.

BIMCO Q2 2021 Market Analysis Webinar

The pandemic is still wreaking havoc in large parts of of the world, and while the tanker market is hurting badly, the companies in the container shipping sector are making record profits. In dry bulk, rates are at a 10-year high. But how long will this situation last, and what disruptions to the current state of the market should you keep your eyes out for?

That question, and many others, BIMCO’s chief shipping analyst, Peter Sand, tried answer on 2021’s second instalment of BIMCO’s Shipping Market Overview & Outlook.

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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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October 2019

Shipping industry more hurt by developments in soya bean trades this year than last

Combined soya bean exports from Brazil and the US are down 7.8% in the first eight months of this year, as the main Brazilian soya bean export season disappointed. 

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.