Trump and Kim’s forging alliance could hit dry bulk recovery
While a growing proximity between US President Trump and North Korean Dictator Kim is important to deescalate political tension in the Pacific, their alliance could potentially leave 29 Panamaxes unemployed, while providing employment to only 11 Supramaxes.20 Jun 2018: A divided market
Eco-ships will be able to bargain a considerable premium over their vintage counterparts in the wake of higher bunker prices, resulting in a two-tier market. Post-2020, we expect steep LSFO/ MGO prices, coupled with cheaper HFO prices to lead to a three-tier structure.14 Jun 2018: Emerging consumers to support coal trade
While coal demand and imports in Europe, India and China are slowing down, emerging consumers in South East Asia will salvage coal trade to a certain extent.
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