Consensus points to a stronger second half of the year compared with the first six months of 2020, but full-year earnings are likely to be lower than in 2019 across all segments. Read more in Lloyd’s List
Dry Bulk
The myth of the summer lull
Do the shipping markers actually slow down about now? Splash Extra investigates
Second Covid-19 wave ‘will harm asset prices and extend newbuilding slump’, says MSI
With renewed Covid-19 outbreaks in China, the US and some other countries, the London-based consultancy has been modelling the performances of shipping markets in what it describes as a “low-case scenario”. Read more in TradeWinds here
What Gets Measured Gets Managed: The Poseidon Principles and their Impact on the Shipping Industry
Read the article written by MSI Director James Frew here
ABS sustainable outlook for Shipping
Read more and download the PDF here
Nasty, Brutish, but short: shipping must navigate gaping downside risks to avoid a great depression
A rapid market recovery is dependent on the success of policy responses and failure could be a disaster, writes James Frew. Read more
In Depth: Why There Will Be No Quick Cure for Trade After the Pandemic
There will be no quick recovery from the economic devastation of the Covid-19 pandemic, and the fallout may be more severe than from the 2008 financial crisis. Read more
Webinar: The impact of COVID-19 on shipping
During the presentation, David Jordan, Regional Director, Asia, Maritime Strategies International will present the latest insights from MSI’s base case for the container, dry bulk and tanker markets, which is formulated around the idea that we will see a return to “business-as-usual” over the course of the next couple of months. Read more here
Virus could wipe out shipping industrys profits
The Business Times takes a look at the impact of the Coronavirus on shipping. Adam Kent comments on various scenarios which could further impact the main sectors. Read more here
Why trying to hold the capesize market to ransom will not work
Holly Birkett addresses the changing landscape of dry bulk with some helpful input from our director of dry bulk research, Will Fray. Read more