Dry bulk shipping

Port inventories’ nightmare to haunt Capes?
High iron ore inventories at Chinese ports and looming uncertainty in the global economy are threatening the demand for Capesizes.

31 Jan 2019: Brumadinho disaster will hurt Capesize demand
The collapse of the upstream dam in Brumadinho will hurt Vale’s iron ore production from Minas Gerais in Brazil if the Brazilian government does not allow Vale to compensate the loss by increasing production at its other mines. Potentially35-40 Capesize vessels might lose employment in 2019.

14 Dec 2018: China’s import restrictions on coal spoils the party for Panamaxes
The Chinese government’s objective of suppressing coal and lignite imports in November and December 2018 is adversely impacting demand for Panamaxes and thus rates. Nonetheless, we believe imports will be supported by winter and high-energy demand in the first quarter of 2019.

Actionable market insight and advisory support at your fingertips

Our dry bulk shipping practice is highly respected in the industry and is regularly followed and referenced in both industry and mainstream media. The team is responsible for maintaining extensive information resources and conducting weekly, monthly and annual analysis on the sector and assessing the impact of macroeconomic as well as regulatory and environmental change on the sector.

In addition to detailed market analysis and rigorous forecasting, we offer market leading analysis of the dry bulk market, covering all the principle vessel categories, as well as appraisals of shipping finances, including pricing, operating costs, vessel values and investment returns. We challenge conventional wisdom through our deep understanding of the trade dynamics driving demand for different vessel types in all corners of the world.

Our consultants typically provide charterers in industrial, utilities and mining sectors with seafreight procurement advice, shipowners with market entry strategies and commercial and operational due diligence for investors and lenders. Meanwhile, our team of financial research specialists provides actionable insight on the leading tanker shipowners.

An elite and diverse group of industry stakeholders from shipowners, to charterers, port authorities, investors and financial intermediaries rely on our range of weekly, monthly and annual market research, sector expertise and commercial experience to help inform decisions, reduce costs and drive performance improvement.