MSI’s latest Dry Bulk Freight Forecaster sees positive signs beyond the traditional summer lull in chartering activity for both the Capesize and Panamax sectors. However, the geared bulker segment will see slim opportunities with fundamentals weakened by strong vessel deliveries. Read more . . .
MSI forecast challenging conditions across the tanker market with technical and structural factors impacting earnings. Read more . . .
MSI’s James Frew speaks with Splash 24/7 and discussed the tough choices China has to make when it comes to remedying its bloated ports scene. Read more . . . Continue reading “Drastic action required as China’s excess boxport capacity creeps towards 100m teu”
MSI take a look down from the treetops, revealing some of the big picture dynamics currently impacting shipping, whilst also digging into the weeds turning up specific sectors and sizes where opportunities exist
Headlines abound discussing China’s economic slowdown and the impact a hard landing could have on the global economy and shipping demand. While these stories make interesting reading, they are neither as new nor as dramatic as they appear.