Dry bulk shipping

Appalling fate of non-coking coal trade
While imports to the EU will continue to decline, momentum in Asia’s imports will remain intact over the next five-eight years, thereby supporting dry bulk shipping demand. However, increasing consensus on limiting climate change is expected to decelerate coal imports to Asia post-2030, leading to a drop in non-coking coal trade and consequently dampening employment opportunities for dry bulk vessels.

16 Oct 2020: China-Australia tiff to hit dry bulk demand
The Chinese government has prohibited the import of Australian coal, which will be detrimental for dry bulk vessels as Chinese importers will shift from Australia to Indonesia and Mongolia, resulting in a decline in average haulage length and a loss in shipping demand.

06 Aug 2020: Coking coal’s rail ticket to hit Panamax demand post 2025
Increasing penetration of renewables in the energy mix has already created a bearish outlook for non-coking coal trade, but completion of the rail network between Mongolia and China in 2021 threatens to bring the coking coal trade between Australia and China to a screeching halt in the long term.

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.