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Maritime Advisors (1) Maritime Financial Research (9) Maritime Research (110) Select All

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Container Shipping (19)
Container Equipment Manufacture and Leasing (1) Container Market (2)
Crude Shipping (10) Dry Bulk Shipping (25) Gas Shipping (33)
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General Shipping (1) Ports and Terminals (6) Ship Operations and Management (5)
Manning (2) Ship Operating Costs (2)
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Tanker Shipping (47)
Chemical Tankers (10) Crude Tanker Shipping (8) Product Tanker Shipping (4)
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Weak demand outlook calls for sizeable supply correction for tanker market recovery

Weak demand outlook calls for sizeable supply correction for tanker market recovery


22 Jul 2020


Crude tanker rates, which have broadly declined across most routes over the last couple of months, are unlikely to recover anytime soon until there is a sizeable correction in vessel supply. Freight rates have come down drastically from the astronomical levels of March-April 2020 because of weak crude oil trade on account of output curbs by producers, lower refinery runs globally, and the return of vessels locked in floating storage.

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Event update - Hafnia’s acquisition offer undervalues Ardmore Shipping

Event update - Hafnia’s acquisition offer undervalues Ardmore Shipping


15 Jul 2020


Last week, Ardmore issued a press release suggesting that Hafnia Limited had approached it with an unsolicited acquisition offer. The company rejected the acquisition offer highlighting that the proposal undervalued Ardmore and was opportunistic. Using NAV valuation methodology, we investigate if Hafnia’s offer undervalued Ardmore.

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Shipping market: Decoding stock prices volatility

Shipping market: Decoding stock prices volatility


07 May 2020


As this year progresses and the spread of coronavirus (COVID-19) waxes and wanes, its impact remains unpredictable. Our financial research team tries to decode shipping stock volatility with respect to global equities, spot rates and FFAs across the main shipping sectors.

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CMG deliberates taking CMPorts private

CMG deliberates taking CMPorts private


29 Apr 2020


China Merchants Group deliberates taking its ports subsidiary (CMPorts) private. If this happens, CMPorts will be the second company in our ports and terminals portfolio to go private. It is worth noticing that the current fall in stock prices world over has motivated various companies to privatise their publicly listed subsidiaries. We view that similar to DPW, CMPorts’ return to private ownership will free it from the demands of the public market expectation for short-term returns.

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Star Bulk - Higher risk, higher upside - time to bottom fish?

Star Bulk - Higher risk, higher upside - time to bottom fish?


11 Mar 2020


Star Bulk dented shareholders’ wealth by over 34% YTD (as of 10 March 2020). Like many of its cape-dominated peers, the company has high exposure to China’s trade. At the end of trading on 7 February 2020, force majeure in China pushed SBLK to a low of USD 8.03 per share on NASDAQ – a price marginally above the USD 8.02 per share on 6 February 2019. On a positive note, the share price since then has largely been resilient, trading largely between USD 8 and USD 9.

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News

COVID-19 to stifle container port investment

COVID-19 to stifle container port investment
The pace of container port capacity expansion is forecast to contract at least 40% over the next five years in the wake of the COVID-19 induced slowdown in port throughput, according to the Drewry’s latest Global Container Terminal Operators Annual Review and Forecast.

CLECAT joins Drewry-ESC transparent tool for bunker charges

European forwarders’ association joins industry initiative on a fair, neutral bunker adjustment factor indexing mechanism for shippers, forwarders and shipping lines.

CLECAT and Drewry to collaborate in forwarder freight rate benchmarking

CLECAT has entered into a collaborative agreement with Drewry to raise awareness of Drewry’s Forwarder Benchmarking Club amongst its freight forwarder membership.

Officer shortage to widen and inflate manning costs

The current officer shortfall to crew the global merchant fleet is forecast to widen, despite the dampening effect of Covid-19, according to Drewry’s latest Manning Annual Review and Forecast.

Events

Drewry webinar for shippers and forwarders: More stability and predictability for shippers

Our surveys of shippers and carrier schedules have shown that shippers have been subject to a high incidence of container roll-overs since March and have had to manage sudden carrier changes in capacity, services and “cancelled sailings” on a much higher scale than before. In this webinar, Drewry’s Philip Damas and Stijn Rubens will review the operational problems, the recent service quality findings, the impact on shippers and the importance of measuring carrier performance against agreed KPIs.

Breakbulk Europe

Come and see Drewry at BreakBulk Europe

Port Technology Container Terminal Automation Conference

Eleanor Hadland to discuss terminal automation benefits and opportunities for larger terminals and smaller facilities.