269 posts tagged
Shipping has faced multiple geopolitical shocks in the first half of 2026 so where are markets headed in the remainder of the year? In this episode of the Seatrade Maritime News Podcast, we take a comprehensive look at the shipping markets as we head into the second half of 2026. Join Marcus Hand and the … Continue reading Shipping markets outlook for H2 2026 →
A familiar constraint from shipping’s last great shipbuilding boom is beginning to reappear: yards are short of engines. “We’ve certainly heard that the availability of engines is having an impact on some yards, in terms of output,” said Adam Kent, who heads up consultancy Maritime Strategies International (MSI). “However, I think this is ultimately leading … Continue reading Shipyards compete with AI for engines →
Limited infrastructure, fuel availability and regulatory uncertainty have seen orders for alternative fuel-capable ships fall from their 2024 peak, writes MSI’s Mariam Tzannatos. Dual-fuel capable newbuilding activity has fallen consistently over the past two years and further and faster in the past five months. Data published by Maritime Strategies International suggests that investors are having … Continue reading Has dual-fuel ambition stalled in the face of commercial reality? →
With little obvious prospect of majority of vessels stuck in the Gulf managing to leave safely any time soon has the time lay-up come. The stalemate around the Strait of Hormuz is nearing the three-month mark with around 1,000 vessels and 20,000 seafarers remaining stranded in the Arabian Gulf. MSI Managing Director Adam Kent believes … Continue reading Time for owners to evacuate crew stranded by Hormuz stalemate →
The bulk of the new capacity is scheduled for delivery in 2028, a year for which confirmed orders already total 5.2 million TEU, leaving very limited remaining delivery slots available. The container market is also dealing with events in the Middle East. However, compared with the tanker or bulk carrier markets, the container market has … Continue reading Global Containership Orderbook Surpasses 13 Million TEU →
Last year, trade conducted via sea reached a total of 68 trillion ton-miles, with the average distance covered per ton of cargo recorded at 5,262 nautical miles. This indicates a 10% increase compared to the beginning of the decade. Tim Smith, Director of Maritime Strategies International, noted in an assessment earlier in 2026, ‘Increased demand … Continue reading 2020s: The Era of Extended Shipping Distances →
MSI Managing Director, Dr Adam Kent, contributes to the Lloyd’s List Shipping Podcast live from Singapore, as part of the Lloyds List Outlook Forum. Adam highlights the constantly shifting geopolitical backdrop the industry currently faces and how this can be an impediment to investors, given the start-stop nature of many directives. Listen to the podcast … Continue reading What keeps shipping awake at night? →
OPTIMISM is in short supply as geopolitical turmoil deepens and the Hormuz crisis adds fresh strain to global shipping. Experts warn the fallout will be long‑lasting, compounding the economic damage left by the pandemic. “Tonne-miles are increasing, but once we get to demand destruction, then the demand destruction will be greater than increasing tonne-mile input.” … Continue reading Shipping braces for prolonged turmoil as Hormuz crisis fuels inflation and supply strain →
MSI has appointed John Moulopoulos as director, North America, with responsibility for business development in the Americas. The company said Mr Moulopoulos joins from Boston-based maritime intelligence and data delivery service Marsoft Inc, and his role will include working with North American shipowners and maritime investors, while also drawing on his heritage and network to … Continue reading MSI appoints North American director →
A report issued by MSI, argues that an optimistic base case scenario would see “naval support for partial passage through the SoH at 70% of the pre-war volume in Q2 before transits normalise in H2. “In this scenario, we see the near-term disruption and network inefficiencies mirroring, but falling short of, the dynamics seen in … Continue reading Saudi’s Folk Maritime shifts India-Gulf service to Red Sea as Hormuz disruption bites →
“When viewed in aggregate, both Asia-North Europe and Asia-US west coast spot freight rates have fallen in the region of 15% over the past month. Most of this fall can be ascribed to seasonal trends around the lunar new year, although further rates declines are expected to be more heavily driven by overcapacity.” said analysts … Continue reading Carriers hope blankings and post-CNY boost can bolster rates →
Analysts see a US Supreme Court ruling against US President Donald Trump’s tariffs as positive for container trades in the short term. MSI director Daniel Richards told Riviera that any tariffs introduced under the IEEPA are now invalid. “All other tariffs implemented since January 2025, including those targeting the steel, aluminium, copper, automotive and lumber … Continue reading US tariff tussle: supply chain disruption, trade deal uncertainty and shipping impacts →
On the supply side, the global container shipping fleet grew by 7 percent in 2025, outpacing demand growth of 5 percent MSI forecasts fleet growth of 3.5 percent in 2026, compared to just 2 percent demand growth. Read more at Breakbulk News.
The demographic sweetspot for China, the 21st century’s driving force of shipping profits, has long passed. This month, Beijing reported its steepest birth rate decline since the Communist Party took power in 1949. Splash Extra investigates what a dwindling population means for global shipping. Adam Kent, managing director at MSI, explains to Splash Extra that … Continue reading China’s demographic cliff: can shipping live without its golden growth engine? →
Strategic and economic shifts by South Korean builders are designed to counter China’s orderbook dominance, writes Stuart Nicoll, director, MSI. Read more at Xinde Marine.
2025 was a year like no other for shipping buffeted by US tariffs, trade wars, and geopolitical conflicts but through it all markets across most major sectors performed remarkably well. Going into 2026 there seems to be no let up with the US military action in Venezuela with days of the New Year, so what does the rest of the coming 12 months have to offer the world of shipping? Find out the views of the experts from MSI Ltd by listening to the podcast at Seatrade Maritime.
According to a new report from Fitch Ratings, next year will still be challenging due to a myriad of geopolitical and policy risks. Shipping will also be hit by the lower GDP growth expected across most major economies in 2026 compared to 2025. Adam Kent, managing director at MSI, agrees with several aspects of this … Continue reading How to spend it in 2026 →
At the Xinde Marine Forum, Dr Adam Kent, Managing Director of MSI, delivered a data-rich and forward-looking keynote that combined market analytics with deeper structural insights from MSI’s latest research. Read more at Xinde Marine News.
While the containership orderbook has surged to over 33% of the total fleet, next to none of these vessels are geared ships, according to data analysis by MSI in its latest HORIZON Monthly Containership Report. Read more at Hellenic Shipping News.
China-led hydrogen and ammonia regional exports will curb the development of longhaul trades and limit large carrier fleet growth, argues MSI decarbonisation analyst Mariam Tzannatos. Read more at Riviera.
MSI highlights the pressing need for new feeder tonnage, citing that many existing vessels are over 20 years old. This structural demand, coupled with shifts in trade patterns, particularly in regional routes, supports the view that fleet renewal is a significant factor in MSC’s decision. Read more at Freight News
In the near term, the impact on freight costs will be relatively minimal, said Stuart Nicoll, a director at MSI, a London-based consultancy. The fees on high-emitting fuels like oil will start in 2028 and rise, but by 2035, some of the rewards for using low-carbon fuels may start to outweigh the penalties. Read more … Continue reading Trump officials go all out to block carbon tax on shipping →
What if the sanctions model applied to tankers was applied to container sector? About 300 Red Sea-transiting container ships are potentially at risk of being sanctioned for trading to Russia and Iran, new data shows. The vessels comprise a growing “grey fleet” of mostly feeder vessels that could be hit by any extension of US … Continue reading Sanctions on container shipping’s ‘grey fleet’ could hit 300 vessels →
Containerised trade can be a complicated thing to forecast. Outside of niche and backhaul trades, the range of commodities transported in containers means that the production-consumption-net trade approach, that can be used to forecast iron ore or crude oil flows, is impractical, writes MSI Director Daniel Richards. Read more at The Loadstar.
Two years is a lifetime in shipping markets. It’s worth looking back to the pre-Red Sea crisis situation in the autumn of 2023, because today’s container shipping market appears ominously similar. Next year’s newbuildings will enter a market that is already saturated with capacity. The fleet is much larger than it was before the Houthi … Continue reading The rise and fall of container spot rates — and what it means for 2026 →
New analysis by MSI cites emerging evidence that the demand side of the industry will prove better-insulated from tariffs than was expected earlier in the year, while a dynamic where Chinese exporters continue to export their manufactured goods surplus – above all to emerging economies – has significantly buoyed trade so far this year. Read … Continue reading China Shakes Off US Tariff Threat →
So, what are the options? ABS and MSI have two possible scenarios, outlined in this year’s Outlook publication. Namely, their full conversion scenario assumes all eligible oil-fuelled vessels are converted due to escalating oil costs. It would require yard capacity expansion before 2030. Read more at Splash247.com
Exclusive data sent to Splash Extra from UK consultancy MSI shows the latest ownership tables compared to a year ago ranked by deadweight of the current fleets, not including orderbooks, offshore or cruise portfolios. Read more at Splash247.com
From trade wars and military conflicts to pandemics and natural disasters, not to mention growing environmental regulations and government interventions, disruptions to supply chains and global shipping markets have had an enormous impact on freight costs and asset values in the last decade, writes MSI Director Will Fray. Read more at Baltic Transport Journal
US President Donald Trump likes to trumpet very large numbers and South Korea’s shipbuilding investment plans as part of its bilateral tariff deal is no exception. Now how much of these big numbers will ever see the light of day, especially when one considers Trump’s Presidency has less three and half years to run, is … Continue reading What would $150bn investment in US shipbuilding look like? →
Feeder fever has gripped the market with 90 ships ordered in the first half of this year, the highest since the second quarter of 2022, according to MSI. Read more at Shippingwatch
Vessel tracking data from MSI Seascape platform shows a bulk carrier, two container ships and two car carriers at terminals that were cut off by the closure. Read more at TradeWinds.
Ten for ambition, five for achievement. Hydrogen’s journey to alternative fuel solution at scale continues to be a slow one, but the tempo is changing, argues Mariam Tzannatos, hydrogen sector analyst at MSI. Read more at Splash247.com
MSI’s valuation estimates for ships based on a prediction of their future earnings show bulker buyers are paying the biggest premium in today’s sale-and-purchase market, according to data from the MSI Seascape platform. Read more at TradeWinds.
Port limitations for bigger ships could present the biggest hurdle to strategy. Operators are handling a flood of new tonnage by making more calls at secondary ports with bigger ships, according to MSI. The charge is being led by MSC Mediterranean Shipping Company, which has increased average service lengths in the past year, the UK … Continue reading MSC’s longer service networks key to managing growing container capacity →
Geopolitical disruption in shipping has reached new heights in the first half of 2025 and MSI examine the impact on markets and the outlook ahead. In this latest shipping markets outlook episode, we are joined by analysts from MSI to take a look at the outlook for containers, tankers, dry bulk, and shipbuilding in the second … Continue reading Shipping markets outlook for H2 2025 – Podcast →
Investments worth millions of dollars are not taken on instinct; MSI is regularly called upon to provide the expert consultancy that underpins newbuilding decisions. MSI was approached by a European infrastructure investor which was considering an investment in a dual-fuel feeder containership. The company requesting the funds had provided an analysis of the investment and … Continue reading MSI Consultancy Case Study – Red Flag Review for Containership Newbuilding Project →
Melting ice could make shorter transits between Asia and Europe a reality but there are economic and geopolitical risks. Daniel Richards, a director at London-based consultancy MSI, points to the risks of using the northern route. He says container shipping lines tend to be risk-averse, and their customers are similarly reluctant to have their goods … Continue reading Shipping lines go cool on Arctic Ocean route →
MSI is increasingly commissioned to research and analyse the impact of environmental regulation and decarbonisation on vessel operations and fleet profiles. This can be supported with access to MSI SEASCAPE. Our expertise in understanding shipping markets extends to specialist analysis of the industry in the energy transition, including impact on vessel types, cargoes and supply … Continue reading MSI Consultancy Case Study – Theoretical Emissions Analysis →
MSI has given an early indication of the impact that the Net Zero Framework will have on the bunker market, based on data from its new SEASCAPE platform. By extending the annual fuel consumption estimates calculated for 2024 through to 2035, and applying MSI’s forecasts for bunker prices, it is possible to project the future … Continue reading What will be powering ships in the 2030s? →
By joining the dots in global trade, it is possible to understand how ships perform and how owners deploy them, writes Will Fray, Director, MSI. Read more at Xinde Marine.
The 10 largest stock-listed container lines have higher emissions, sail longer, faster and further than the comparable 10 non-listed carriers, according to data from MSI. Using the MSI SEASCAPE platform it is possible to benchmark fleet operational performance by ownership. Read more at Xinde Marine.
Consultancy’s new MSI SEASCAPE platform calculates that carbon levies will add 82% to bunker costs by 2035. Its new SEASCAPE market analysis, vessel performance and asset valuation platform crunched the numbers on new carbon levies proposed in April. Read more at TradeWinds.
Orders for 46 new containerships have been reported this week. MSI MD Dr Adam Kent noted at a recent industry conference that stricter environmental regulations and longer waiting times for newbuilding completions were pushing shipowners to place orders despite the economic uncertainties. Read more at The Loadstar.
With data for activity in the global shipbuilding industry now available for 2024, MSI’s Stuart Nicoll estimates that global newbuilding contracting for all ship types was 133m GT, with a more even spread among the main sectors than in recent years. Collation of the latest data couldn’t have been better timed, given the recent release … Continue reading China’s Shipbuilding Dominance and Global Trade Competition in Context →
The dominance of China in the newbuilding the market has come under intense scrutiny with the investigations by the United States Trade Representative (USTR) – but how did the country’s shipyards achieve such a leading position? Speaking on the ‘Shipbuilding – a macro view’ panel at Sea Asia 2025 Adam Kent, Managing Director of MSI … Continue reading Six factors that enabled China to dominate global shipbuilding →
Adam Kent, Managing Director of Maritime Strategies International (MSI) said, “I think the levels will be lower, but what it will do is cause people to shift what vessels are calling at US ports, if they can…”. Read more at Seatrade Maritime
According to Maritime Strategies International, the average cost for e-methanol in 2024 was $2,348 per ton of low sulphur fuel oil equivalent, nearly four times the price of low sulphur fuel oil. Mariam Tzannatos, a decarbonisation analyst at the London-based consultancy, tells EEI: “Pricing is currently a significant barrier to the widespread adoption of renewable … Continue reading Methanol ships depend on China →
Shipping markets have profited from turbulence in this decade, but far bigger changes are coming in the years ahead, argues Tim Smith, a director at Maritime Strategies International. As we approach the mid-point of this decade, from a shipping market fundamentals perspective the most important factor of the 2020s so far has been disruption. Read … Continue reading Choose your risk: short term disruption or long-term transition →
Bulk carrier newbuilding prices have started to correct in recent months, following a period of significant growth. Analysts believe this indicates a softening rather than a complete collapse in prices. “Perhaps unsurprisingly, the sector where we have seen the most significant downward movement in newbuilding prices recently has been Supramaxes,” MSI managing director Dr Adam … Continue reading Bulk carrier newbuilding prices drop: what to expect next →
Shipping is facing overcapacity not seen since 2007, according to Adam Kent, managing director of MSI. Read more at TradeWinds
Following a rollercoaster ride of a year for shipping last year where are shipping markets headed in 2025? Get the view of the MSI experts in our 2025 markets outlook podcast episode. Listen to the podcast at Seatrade Maritime.
Market analyses highlight the scale of this transformation. Clarkson Research estimates global containerised cargo volumes at 208.54 million TEU for 2024, reflecting a 3.7% increase from the previous year. MSI offers an even more optimistic forecast, predicting a 4.5% growth over the same period. Read more at Trasporto Europa.
The story of India’s government, led by prime minister Narendra Modi, setting a goal to become a top 10 shipbuilder by 2030 and a top five one by 2047 has been doing the rounds for some time now, but how feasible is it and what must happen for that to become a reality. “For India … Continue reading Can India reach its ambitious shipbuilding targets? →
“The stronger the earnings, the greater the premium buyers are willing to pay for secondhand tonnage compared to newbuilding prices,” explains Dr Adam Kent, the head of MSI. “Similarly,” he adds, “the higher the earnings the older the vessels owners are prepared to buy, that still attract a premium over the equivalent contract price.” Read … Continue reading Investigating the price ratio between newbuilds and five-year-old ships →
Stuart Nicoll, director at MSI, said that the growth of China’s shipbuilding capacity is expected to be balanced by capacity reductions in Japan and other regions. “The issue will be where to cut. Japan is likely to be the primary focus, but the biggest concerns must be within South Korea. Builders there seem to be … Continue reading Is growth in Chinese yards leading to a glut in global shipbuilding capacity? →
MSI’s Adam Kent joins Jakub Walenkiewicz on the DNV – Maritime Market Views Podcast to discuss rates and prices, black swans, red flags and the impact of tonne-miles on shipping. Listen to the Podcast at DNV Maritime
A surge in newbuild orders and a global shortage of berths have created new opportunities for private yards to expand. Stuart Nicoll, director of MSI, believes capacity is set to grow by 5m cgt between 2023 and 2028, an increase of 31%. “Things are moving very quickly.” Read more at TradeWinds.
In an excellent recent presentation given in Singapore, Dr Adam Kent, who heads up UK consultancy MSI, discussed the accumulating black swans in recent years and their links to growing volatility. Read more at Splash247.com
This assessment was reflected in a report from MSI, which notes that “the structural shortage of prompt vessels available for hire continues to be the dominant factor at play in the market”. Read more at The Loadstar.
Non-operating feeder containership owner MPC Containerships (MPCC) said this week it was “looking forward” to the Gemini vessel-sharing cooperation between Maersk and Hapag-Lloyd, as it could “fuel demand” for feeder ships. Nevertheless, longer-term there could be challenges for containership owners if ocean freight rates collapse in the coming quarters. Indeed, analysts at MSI have flagged … Continue reading Gemini’s hub-and-spoke strategy will ‘fuel demand for feeder vessels’ →
Across China, shipyards are expanding and churning out ships on a scale not seen since 2008. The shipyard sector has entered a new golden age after more than a decade’s slump following the global financial crisis. Chinese newbuild output has “rocketed” in 2024, Stuart Nicoll, a director at MSI commented. Read more at Splash247.com.
Accelerating economic growth, improved demand, and the impact of Red Sea diversions have combined to boost shipping markets across the board in the first half of 2024, says Adam Kent, Managing Director of MSI. Read more at Seatrade Maritime
As anticipated, containership deployment trends in the first half of 2024 have been dictated by the situation in the Red Sea. The initial increase in deployment on main lane routes ex-East Asia that started in January has continued unabated through the middle of June. Read more of this guest post by Daniel Richards, associate director, … Continue reading Red Sea crisis dictates container fleet capacity trends →
Shipowners and analysts were in high spirits as they dissected the current market situation and its root causes at Marine Money in New York. Dr. Adam Kent, Managing Director of MSI kicked off the day’s proceedings by bringing the details into focus. Read more at Seatrade.
More shipyard capacity will be required in the coming decade, both for newbuilds and retrofits, according to an influential new magazine published at Posidonia in Athens today. New shipbuilders are forecast to emerge from Vietnam, the Philippines and India as global shipyard capacity grows gradually through to 2035, according to the ABS forecast, which uses … Continue reading More shipyard capacity needed to meet green targets →
Daniel Richards, a director at London-based maritime consultancy MSI, says the disruption is nowhere near the levels experienced during the Covid-19 pandemic, when an unexpected surge in consumer demand and reduced staffing on ships and at ports induced near-paralysis in parts of the world’s maritime transport system. Read more at The FT.
A combination of weather conditions, trade demand and geopolitics has buoyed container ship freight and charter rates, says a report from MSI analyst Parmenion Laliotis. Read more at Riviera.
The barrage of general rate increases (GRIs) by major liners in April and the 1st and 15th of May have also contributed to the spot freight rate surge,” observed a new report from UK consultancy MSI. Another factor leading to the surge picked up by MSI has been bad weather at Chinese ports this month. … Continue reading Box spot rates ‘entering pandemic-level territory’ →
Easyfresh, a reefer logistics provider, said in its May newsletter that the Red Sea diversions have been a “disaster” for European exporters, and the company quotes a March report by consultants MSI to bolster this view. Read more at Seatrade
Chinese yards were gaining ground, said Adam Kent, Managing Director at MSI. “There’s still a market perception that the Chinese quality is not as good as in Korea but that quality is [moving] closer.” Read more at FT.com
Shipyards containership order intakes are expected to decline this year, but show an turn again until 2027 as demands for eco-friendly ships soar. Read more about MSI’s views on this subject at Asiasis
“From a pure asset play perspective and based on our outlook, now or the imminent future presents an excellent opportunity for owners to sell tonnage and maximise returns,” MSI Managing Director Dr Adam Kent told Splash Extra, pointing out that from an asset price cycle perspective, values are considerably higher than the long-term averages. Read more … Continue reading Owners advised to cash in →
The disruption has arisen as critical ports have struggled to cope with the resulting sharp increases in “trans-shipment” traffic. Daniel Richards, a director at London-based maritime consultancy MSI, said delays at the ports could force some companies to hold extra stock. Read more at FT.com.
Stuart Nicoll, a director at MSI, a London-based consultancy, insisted that wind power had clear benefits given steady growth in taxes on shipping emissions. Since the start of the year, ships entering EU ports have had to pay for the emissions on their journey under the bloc’s emissions-trading scheme. Read more at FT.com.
Strong container growth is anticipated as consumer spending on goods remains robust. Container demand to the US provides reasons for liner operators to be cheerful about 2024 prospects, said MSI. Read more at TradeWinds.
Planets are aligned on the tanker side with a supply squeeze set to drive up asset prices. Read more at TradeWinds.
Demand for clean shipping fuels will supercharge these sectors, writes MSI Director Stuart Nicoll. Read more in Hydrogeninsight
The slots in China and South Korea for 2026 are “counted on the fingers of the hand”, while those with scheduled delivery in 2027 are now drying up at high speed. “The situation regarding the availability of slots is always complicated until the orders are confirmed. “Orderbook data shows significant yard space for 2027 (about 75% … Continue reading The competition for a place in the shipyards is getting tougher →
Brokers are reporting more “heightened activity” in the containership charter market as ocean carriers fight to secure tonnage to mitigate the impact of Red Sea diversions. According to an analysis by MSI, carriers could need to deploy up to 200 extra ships on their east-west networks in order to maintain weekly sailings. Read more at … Continue reading Charter market heats up – carriers could need up to 200 extra ships →
Liner shipping has entered 2024 in unexpected rude health thanks to the massive diversions away from the Red Sea soaking up tremendous capacity and putting spot rates at highs not experienced ever before outside of the covid era. According to analysis by UK consultants MSI, the increase in freight rates is greater than can be … Continue reading More than one boxship newbuild delivering every day this year →
Rerouting vessels via the Cape of Good Hope clearly takes longer and consumes more fuel per unit of commodity transported than via the Suez Canal, but the costs associated with environmental regulations illustrate the perverse incentives in play, according to an investigation carried out by UK consultancy MSI. Read more at Splash247.com.
Where are shipping markets headed in the next 12 months? Get the view of the experts in our 2024 markets outlook podcast episode. In the first episode of the Seatrade Maritime Podcast for 2024 you will hear from MSI analysts. They will be covering the macro-outlook for shipping as whole and then drilling down into … Continue reading Podcast: Shipping markets outlook for 2024 →
The disruption would need to stretch into the first quarter of 2024 to impact either the boxship charter market or a wider set of freight markets in a major way, said UK analyst MSI. Read more at Tradewinds
The containership charter market is set to get a boost from the Red Sea crisis, as ocean carriers look to plug holes in their networks early next year. Moreover, due to the impact of Suez Canal diversions on their capacity requirements, the carriers are likely to reinstate suspended services and cancel blanking programmes said MSI. … Continue reading Box ship owners may benefit from Red Sea and Suez diversions →
The shipbuilding industry, which has enjoyed a boom in orders over the past few years, is expected to see relatively poor performance in the new year of 2024, and the main types of ships ordered are expected to consist of tankers and bulkers. Read more at Asiasis
Consultancy and research company Maritime Strategies International concluded that in 2022 and 2023, newbuilding contracting massively exceeded underlying replacement and incremental demand growth requirements. “After the container-boosted wonder year of 2021, we anticipated contracting would ease back in 2022 and 2023. It now looks like around 137m gross tonnes was ordered over the two years, … Continue reading China dominates shipbuilding amid slowdown as focus shifts to tankers and bulkers →
The containership charter market is set to get a boost from the Red Sea crisis, as ocean carriers look to plug holes in their networks early next year. Moreover, due to the impact of Suez Canal diversions on their capacity requirements, the carriers are likely to reinstate suspended services and cancel blanking programmes, said MSI … Continue reading Box ship owners may benefit from Red Sea and Suez diversions →
Chinese builders have won almost half of the dual-fuel newbuilding orders over the past 18 months, MSI’s data shows. China’s relatively abundant human capital and investments compared with its foreign rivals are said to be partly why it has gained a pole position in this market. Read more at Lloyds List.
In its October Horizon monthly review of the container shipping market, analyst MSI says it expects Asia to North Europe volumes to start growing year on year from Q4. However, risks are “still weighted to the downside”, considering that another 2.6m teu of newbuild capacity is due to be delivered by the end of Q2 24. Read … Continue reading Growth may be just around the corner – if carriers can hold their nerve →
According to a quarterly analysis by the British company MSI, in August of this year the indicative shipbuilding prices were around 30% to 50% higher, compared to the levels at the end of 2020. Read more at Neatora
While there appears to be little short-term hope of a rebound in freight rates on the Asia-North Europe trade, there are emerging signs that a demand recovery over the medium term could be under way, according to the latest analysis from MSI. Read more at The Loadstar.
After three torrid years of low profitability, a combination of falling costs and rising prices put yards on a stronger footing, writes Stuart Nicoll from MSI. Read more at Splash247.com
A lot of what’s happening economically on the ground in India mirrors China’s explosive growth at the start of the 21st century, but can the newly crowned world’s most populous nation deliver the fortunes for shipping? Read MSI’s Managing Director, Dr Adam Kent’s, thoughts on this topic at Splash247.com
The trajectory of newbuild prices which have soared up by as much as 50% in less than three years is dividing experts with owners facing tricky decisions on when to kickstart fleet renewal programmes ahead of stricter 2030 green targets for shipping agreed at the International Maritime Organization this July. MSI believes that newbuild prices … Continue reading Trajectory of soaring newbuild prices divides opinion →
One reason for the decline is “the fact that liners have now well-equipped networks to serve the current level of demand”, argues London-based MSI. Read more at TradeWinds
Overcapacity and weak demand will dominate earnings. “Although spot rates on some routes are already back to their last decade average or even lower, they are not expected to show any significant increase in the coming quarters as the supply-driven overcapacity will likely overshadow the market,” MSI said. Read more at Lloydslist
Container spot rates are undergoing a slight revival, but the pain is beginning for the charter market and the prognosis is grim. A decline in the charter market over the past month is expected to gather pace, particularly for smaller vessels. Read more of MSI’s comments on the market in TradeWinds
Until recently the mid-size and large containership charter market has been relatively sheltered from the downturn in liner shipping, but a MSI believes a “material decline in charter rates is on the cards”. Read more at Theloadstar
The shipping industry has placed a massive bet on liquefied natural gas as an alternative fuel — as a bridge between traditional fuel oil and whatever comes next, whether it’s methanol, ammonia, hydrogen or something else. Shipowners have spent billions of dollars fitting ships to burn LNG. MSI Managing Director, Adam Kent, contributes his thoughts … Continue reading Thousands of ships could use LNG as fuel. Is that a good thing? →