The ability to separate exuberance from inefficiency is key to understanding how long higher earnings are likely to be maintained. Read more, written by MSI’s Managing Director, Adam Kent, in TradeWinds
LNG
BHP’s economic and commodity outlook (FY21 half year)
MSI’s forecasts and data used in BHP’s economic and commodity outlook. Read more here
Norway sets out green shipping policies and budget
During this session, Maritime Strategies International senior offshore analyst Dr Ferenc Pasztor outlined the current status and outlook for green fuels in the European shipping industry. Read more here
Newbuilding outlook remains bearish amid demand and regulatory uncertainty
“It is clear that now is not the time to be making any major bets on newbuildings,” Maritime Strategies International (MSI) director Stuart Nicoll said. Read more in TradeWinds
What the battle for the White House means for global shipping
With the US election just six days away, we asked Dr Adam Kent, managing director of Maritime Strategies International, for his take on the ramifications of the result for international shipping. Read more in Splash247
MSI support Global Ship Lease with their ESG report
MSI is delighted to have provide input and support to Global Ship Lease (GSL) with the recent publication of their inaugural Environmental Social and Governances (ESG) report. The report can be downloaded in full here: Global Ship Lease ESG report 2020
Implications of Qatar’s mega-order are more than meets the eye
Qatar’s huge potential LNG carrier order flatters newbuilding orderbooks, but the outlook is far from rosy in the short term, writes Maritime Strategies International director Stuart Nicoll. Read more in Riviera Maritime News
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
LNG Shipping at bottom of cycle
MSI LNG analyst, Pablo Achurra, PhD comments on what the future might hold for shipowners. Right now, it doesn’t look too bleak, with Europe and South Asia set to be bright spots for increased demand. Read more