MSI HORIZON tanker report showed large crude tankers strengthening on China’s special port fees (SPF) and new US sanctions, while LR2 swing tonnage and coated-fleet growth shaped a weaker products picture. Read more at Riviera
Tag: Oil Tanker
Trump officials go all out to block carbon tax on shipping
In the near term, the impact on freight costs will be relatively minimal, said Stuart Nicoll, a director at MSI, a London-based consultancy. The fees on high-emitting fuels like oil will start in 2028 and rise, but by 2035, some of the rewards for using low-carbon fuels may start to outweigh the penalties. Read more at E&E News.
Does the world have enough yard capacity for all the demand for retrofits?
So, what are the options? ABS and MSI have two possible scenarios, outlined in this year’s Outlook publication. Namely, their full conversion scenario assumes all eligible oil-fuelled vessels are converted due to escalating oil costs. It would require yard capacity expansion before 2030. Read more at Splash247.com
Coming out of the dark. How machine learning can drive smarter decisions in today’s shipping markets
From trade wars and military conflicts to pandemics and natural disasters, not to mention growing environmental regulations and government interventions, disruptions to supply chains and global shipping markets have had an enormous impact on freight costs and asset values in the last decade, writes MSI Director Will Fray. Read more at Baltic Transport Journal
What would $150bn investment in US shipbuilding look like?
US President Donald Trump likes to trumpet very large numbers and South Korea’s shipbuilding investment plans as part of its bilateral tariff deal is no exception.
Now how much of these big numbers will ever see the light of day, especially when one considers Trump’s Presidency has less three and half years to run, is very much open to question. However, assuming the investment does become a reality what would it actually buy?
It’s a question that Seatrade Maritime News put to Adam Kent, Managing Director of MSI. Read more at Seatrade Maritime.
Baltimore channel reopened at site where hatch cover blew off in bulker explosion
Vessel tracking data from MSI Seascape platform shows a bulk carrier, two container ships and two car carriers at terminals that were cut off by the closure. Read more at TradeWinds.
Can hydrogen make good on its clean energy potential?
Ten for ambition, five for achievement. Hydrogen’s journey to alternative fuel solution at scale continues to be a slow one, but the tempo is changing, argues Mariam Tzannatos, hydrogen sector analyst at MSI. Read more at Splash247.com
Brazil, Guyana shape shuttle tanker outlook
Brazil’s offshore oil production continues to underpin growth in the shuttle tanker segment, but the rise of Guyana as a new production hub is reshaping the market’s strategic outlook.
Speaking during the 1 July 2025 webinar Market dynamics and strategic partnerships in shuttle tanker operations, MSI director Tim Smith highlighted how fleet expansion, political risk and the geography of offshore development are influencing investment decisions. Read more at Riviera.
Does this data point suggest bulkers are overpriced?
MSI’s valuation estimates for ships based on a prediction of their future earnings show bulker buyers are paying the biggest premium in today’s sale-and-purchase market, according to data from the MSI Seascape platform. Read more at TradeWinds.
MSI Consultancy Case Study – Defining Shipping Strategy
The client was had an existing shipping arm which had been underinvested, was generating limited profits and was poorly aligned with the wider business.
MSI was contracted to generate a business strategy based on assessing an optimal fleet configuration based on carrying domestic cargoes.
MSI completed an accurate assessment of total cargoes being shipped by the company and worked closely with the commercial team of the company to understand the probability of converting current cargoes carried by third parties to captive cargoes.
Identification of potential trading opportunities to maximise vessel utilisation and revenue and calculation of optimal fleet size based on the agreed strategy.
We designed and developed a financial stabilisation mechanism to help smooth out the shipping business’ revenue stream and provided cashflow and valuation forecasts to inform the financial modelling of the shipping business.
The MSI team discussed potential joint venture partners with the company, based on their regional presence and trading profile and supported a well-known investment bank in designing the restructured entity.
We delivered a series of meetings with the company’s commercial teams responsible for marketing its exports to establish an accurate picture of the addressable market for the shipping company. This was ultimately translated that into actual vessel demand and recommended an optimal fleet mix, based on current trading patterns and cargo preferences.
We then designed a mechanism for stabilising the company’s revenues to make it more attractive to international partners, as well as lowering its financing costs.
This was presented to the leadership team of the shipping business as well as the senior executives of the company.
To learn how MSI’s Consultancy Services can help your business understand and profit from market dynamics in shipping, offshore and shipbuilding, please get in touch.