Ahead of his presentation at the International Bulk Shipping Conference, MSI’s head of dry bulk freight and commodities research, Dr Plamen Natzkoff, looks at challenges in the Capesize freight market. Read more at Riviera
Tag: Dry Bulk
China dominates surge for dual-fuel tonnage
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.
“Sold out” in Chinese shipyards until 2027
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
Will a reversal of fortunes position shipyards for the era of decarbonisation?
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
Can India become shipping’s next China this decade?
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
Dry bulk owners right to be disappointed
Unwinding congestion and more vessel orders will dampen positive deadweight demand in the dry bulk market, according to MSI. Read more at Lloydslist
Trajectory of soaring newbuild prices divides opinion
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 might finally cool down over the next couple of years, a point of view not widely shared with shipbroking houses. Read more at Splash247.com
Podcast: Global Energy Outlook
Tim Smith of MSI considers how changes in global energy consumption out to 2050 might impact global shipping demand. He also addresses the oft-mooted issue of ‘stranded assets’ in the context of the energy transition. Could ships become obsolete – from a technological and regulatory standpoint – before their assumed 25-year lifespan? Listen at ship.energy
Thousands of ships could use LNG as fuel. Is that a good thing?
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 to this article published in Freightwaves
Podcast: Shipping markets outlook for H2 2023
The Seatrade Maritime Podcast is joined by analysts from Maritime Strategies International to take a look at the outlook for containers, tankers, dry bulk, and shipbuilding in the second half the year. Listen to the podcast at Seatrade Maritime