MSI analyst Daniel Richards commented that smaller shipping lines are likely to come under earnings pressure sooner than bigger lines with more diverse routes and cargo. Lines with more contract versus spot cargo will also see more earnings longevity. Read more at The Straits Times
Tag: Containership
‘Colossal’ tidal wave of new container ships about to strike
MSI estimates that deliveries will total 717,900 twenty-foot equivalent units in Q2 2023, up 62% sequentially from the current quarter, with deliveries rising to 764,800 TEUs in Q3 2023. Read more at FreightWaves
Macroeconomic Challenges for Shipping in 2023
An overview of how the shipping markets will develop over the course of the year as detailed by MSI’s sector analysts. Read more at SeaTrade
Demo volumes bounce back
“We expect to see the tide turn on scrapping volumes this year with 2023 already starting off at a steady pace,” predicted Dr Adam Kent, MSI’s managing director. This is primarily driven by containership and dry bulk removals. Read more at SplashExtra
2023 market overview of shipping container industry
MSI analyst Daniel Richards unpacks three important elements to look for this year within the industry. Read more at container-xchange
Eco shock: green fuels will not beat fossil fuels on price until 2040, MSI warns
“Unfortunately, it is not until around the end of the next decade that it becomes more economically viable to run green fuels than conventional fuels, or conventional fuels with a scrubber.” said MSI’s Managing Director Adam Kent. Read more at Tradewinds.
Container shipping’s tricky 2023 outlook
MSI’s associate director Daniel Richards contributes to Splash 247’s survey which looks at how the container sector navigates its way out of its greatest ever boom. Read more at Splash247
Podcast: Shipping markets outlook 2023
Where will shipping markets be headed in the coming year? This the question we seek to answer in the first episode of the Seatrade Maritime Podcast for 2023.
In this episode listeners will hear from a panel of analysts from MSI discussing the macro-economic outlook for shipping, the container sector, dry bulk, tankers, and shipbuilding in 2023. Listen to the podcast at Seatrade Maritime.
Repair yards and offshore wind make for sound investments
The industry is set for one of the most dynamic periods it has ever witnessed during the remainder of the decade as it grapples with decarbonisation, the energy transition, geopolitical ramifications and the further maturing of the Chinese economy. Read more in TradeWinds
Which sector will perform best in 2023?
As 2022 comes to a close, industry stakeholders are looking ahead to what comes next. This year, high inflation rates and Russia’s invasion of Ukraine had a significant impact on the shipping industry, which will most likely continue into 2023. MSI’s Adam Kent contributes his thoughts to this article which can be read at splash247.com