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Maritime Advisors (1) Maritime Financial Research (34) Maritime Research (133) Supply Chain Advisors (2) Select All

Market Sectors

Container Shipping (27)
Container Equipment Manufacture and Leasing (2) Container Market (4)
Crude Shipping (17) Dry Bulk Shipping (33) Gas Shipping (43)
LNG Shipping (23) LPG Shipping (16)
General Shipping (2) Logistics Management (1) Ports and Terminals (10) Ship Operations and Management (9)
Manning (4) Ship Operating Costs (4)
Specialised Shipping (16)
Multipurpose and General Cargo (2) Reefer (2)
Tanker Shipping (55)
Chemical Tankers (13) Crude Tanker Shipping (14) Product Tanker Shipping (6)
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Feeling hot, hot, hot

Feeling hot, hot, hot


09 Apr 2021


Container Insight: The container shipping market has never been so hot. Investors are piling in as carrier profits take off to new heights. How long can it last?

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Qatar Petroleum’s tender for future LNG ships – How do potential returns compare?

Qatar Petroleum’s tender for future LNG ships – How do potential returns compare?


08 Apr 2021


Qatar Petroleum (QP) has issued an invitation to tender to various LNG shipowners for the chartering of LNG carriers. QP requires these ships primarily to transport LNG produced at its upcoming LNG projects. We aim to compare shipowners’ potential returns on investment in these ships against their cost of capital.

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India’s decision to diversify its crude imports will have little impact on the crude tanker rates

India’s decision to diversify its crude imports will have little impact on the crude tanker rates


01 Apr 2021


India’s recent decision to diversify crude imports to reduce the dependence on Middle Eastern crude will have little impact on the freight rates in the crude tanker market. Although an increase in long-haul crude imports by India from the Atlantic basin will boost tonne-mile demand for crude tankers in the short term, ongoing oversupply in the market will cap any surge in freight rates.

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Surge in COVID-19 cases may curtail the rally in crude tanker stocks

Surge in COVID-19 cases may curtail the rally in crude tanker stocks


30 Mar 2021


Crude tanker shipping stocks have been trending upwards from the start of February, which has led to an 18.2% YTD gain in the Drewry crude tanker index. The index comprehensively outperformed the three key US market indices – while Dow Jones Industrial Average (DJIA) and S&P 500 gained 6.6% and 4.1% respectively over the same period, Nasdaq Composite (0.7%) remained stable as the gains in the first half of February were offset by the steady decline in the latter half of the month.

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Dry bulk equities - Beginning of a super cycle, or just an upswing?

Dry bulk equities - Beginning of a super cycle, or just an upswing?


19 Mar 2021


Dry bulk stocks were the best performers (up 50.3% YTD) among the sectors we cover and are pricing in 1.34x times NAV on average. The time-charter rates too are at a multi-year high. All these developments have created a buzz and around a potential market ‘Super cycle’. But is this really a supercycle? Or just an upswing that will dissipate over in a matter of weeks?

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News

Multipurpose earnings rally at risk from overordering in competing sectors

Multipurpose earnings rally at risk from overordering in competing sectors
The rapid recovery in earnings for multipurpose vessels is expected to slow from the second half the year as capacity constraints and supply chain disruptions in competing sectors ease, according to Drewry’s latest Multipurpose Annual.

Drewry extends spot market ocean freight rate service coverage and Benchmarking Club participation numbers

Drewry is pleased to announce a series of enhancements to its spot market and contract ocean freight rate benchmarking services and new participation milestones in its flagship, ocean freight cost comparison service, Benchmarking Club.

COVID-19 drives up ship operating costs

Vessel operating costs have risen at their fastest pace in over a decade this year, on higher insurance cover premiums and COVID-19 related expenses, but are expected to moderate in subsequent years as pandemic related spend unwinds, according to Drewry’s latest Ship Operating Costs Annual Review and Forecast.

Multipurpose Time Charter Index - Apr 21

Our new MPV Time Charter Index tracks one-year period charter rates across a basket of vessel types and sizes and forecasts the market movement over the coming month.

Events

Container Equipment Market Outlook

Join us for a FREE Drewry online briefing at 0900 or 1600 BST on Tuesday 27 April to hear our latest thoughts on developments in the container equipment market. Hosted by Martin Dixon, Head of Research Products and John Fossey, Senior Analyst for Container Equipment at Drewry.

LNG shipping market outlook

Join us at 09:30 BST on Tuesday 4 May 2021 to explore some of the key findings from our latest LNG Forecaster report. Hosted by Aman Sud, Lead Analyst – Gas Shipping at Drewry and Santosh Gupta, Assistant Manager at Drewry Maritime Financial Research.

Container Shipping Market Outlook

Join us for a FREE Drewry online briefing at 0900 or 1600 BST on Thursday 6 May to hear our update on the container shipping market outlook and guidance on freight rates and carrier profitability. Hosted by Simon Heaney, Senior Manager, Container Research and Nilesh Tiwary, Manager, Drewry Maritime Financial Research.