During this first quarter of the 21st century we have become accustomed to China driving global economic growth. The world’s economists have overcome cognitive dissonance to become comfortable with an autocratic,…
There has been a Capesize S&P “frenzy” so far in 2024, as one shipping paper put it as it reported the sale of the 181,400 Dwt, 2014 built True Cartier to…
Route Canal TherapyWill maritime choke points contribute to shorter supply chains? The Bab-al-Mandab strait, along with the Suez Canal and the Panama Canal, are well known chokepoints which, when choked,…
Do Demographics Delineate China and Japan’s Economic Destiny?As peak population arrives, what are the shipping implications? In this month’s Shipping Markets Monthly, our macro-economic essay asks whether China is about to…
The Attributes of a Successful S&P BrokerMy answer to a group of students on one of my courses I was asked over the weekend what I thought were the main…
The On / Off US RecessionIs the US being resilient or is it about to collapse? We survey the scene The chances were about 75% at the end of last…
Improved GDP Forecast Bodes Better for Liner Sector in 2023 Following on from the IMF’s recent upward revision of GDP forecasts for 2023, the European Commission has reported today that…
China’s property market is as bad as you think, but offest by growth elsewhere The slow implosion of the Chinese property market is impacting global cement shipping markets, but not…
Decoupling, Deglobalisation and Democracy On Tuesday 27 July, the Indo Pacific Economic Framework for Prosperity (IPEF) met via a video conference co-hosted by US Trade Representative Katherine Tai and Commerce…
A Vital New Report Tests Demand Growth Assumptions for Shipping Davos is here again. The barons of globalisation are sequestered in the luxury resort but the mood sounds distinctly anxious.…
Bulk Carrier Market Outlook 2022 Q2get your 70% Jubillee discount Every quarter we publish our Bulk Carrier Market Outlook. It includes a fuil analysis of the macro environment, fleet supply, demand…
Where are the tanker markets heading next year? Oil Tanker Markets have been knocked off their balance by Omicron…and tanker operators’ strategies are being rapidly reformulated. What does this mean…
Virus Blows Oil Tanker Markets Off Course, and a BBC Appearance Virus Blows Oil Tanker Markets Off Course I’ve been reviewing the oil tanker market. There were some signs of…
DON’T PANIC! A message to bulker operators Capesize freight rates have fallen 40% on a 5% fall in volumes. Why? It has been a hard few weeks for Capesize operators. The…
Trouble Brewing – Geopolitics is back this year with a bang. Italy’s prime minister Mario Draghi has quietly pulled Italy out of China’s Belt and Road Initiative, reversing the 2019…
A New Partnership and a New Forecast I’m very happy to announce that Shipping Strategy Ltd has agreed a partnerhsip with Oceanbolt, data-as-a-service company delivering real-time intelligence for the dry…
Macro Macchiato: Iron Ore Production Outlook to 2023 Iron ore prices and consumption are both rising. The main consumer of iron ore, China, has posted 6.5% GDP growth for 2020.…
Why is the bulk carrier freight market uninspiring? Why is the Bulk Carrier Frieght Market Missing Its Seasonal Peak?It might be due to changes in seaborne coal trade. I’ve been…
Diversity Study Group – Diversity in Shipping study The first ever survey and study to explore levels of diversity and inclusion across the shipping industry has been announced by the…