Dry bulk shipping

The Handysize segment, long regarded as one of the most resilient and flexible sectors within the dry bulk shipping, is facing a structural shift. The segment has benefited from longer vessel lives and the commercial adaptability of its fleet across regional and minor bulk trades. However, the current fleet profile suggests that this balance may come under pressure over the coming decade.

 

Coal gasification is increasingly emerging as an additional driver of coal trade and dry bulk shipping demand. While it is unlikely to fundamentally reverse the long-term transition away from coal, it is gradually creating new industrial demand.

 

The recent movement in India’s dry bulk exports does not point to a structural transformation, but rather to a cyclical alignment of currency and demand. The depreciation of Indian currency has provided a clear tailwind, yet its impact is filtered.

 

The start of the US-Iran conflict and its impact on the maritime industry suggest that geopolitical concerns are here to stay. In this thought piece, we decode the initial impact of this conflict on maritime equities.

 

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.