MSI Ltd - Specialist Sectors

MSI provides sector specific models covering supply and demand fundamentals. Explicit time series are also developed for earnings, prices and costs data over at least ten years of history and ten years of forecasts. The user is able to modify key assumptions in order to create high/low case scenarios and test key market sensitivities.

The quarterly updated specialist sector models encompass:

Chemical Tankers
LPG Carriers
Pure Car Carriers
Refrigerated Ships
Short Sea Shipping
Open Hatch Bulkers
Shuttle Tankers (Biannual)

Each sector has its own forecast and an Excel-based tool, used to modify assumptions of the model and create unique, user-generated scenarios. These can then be compared to MSI's Base Case for each specialist sector.

Chemical Tankers

CHEMS, MSI's Chemical Tanker Service, comprises two strands

First, a concise and quantitative market outlook. This quarterly service provides ten year historical and ten year annual forecast data on:

Total organic, inorganic and vegetable oil trade
Vessel employment
Contracting, Orderbook, Deliveries, Scrapping and Fleet by chemical carrier type
Sectoral Employment rate
Timecharter rate ($ k/Day) and operating expenses
Newbuild, Secondhand and Scrap values

The quarterly updated Excel workbook contains a comprehensive database, a summary market report and a model, allowing subscribers to modify key supply and demand assumptions to create scenarios in order to assess the asset value and earnings exposure to a range of market drivers. This model has been specifically built and maintained to provide independent, consistent and up to date inputs into the internal rating models of financial institutions.

Second, this essential market data service designed for the banking sector can be supplemented with a more comprehensive tool, which provides a biannual forecast and an Excel-based system for detailed analysis of international trade in liquid bulk chemicals, vegetable oils and other cargoes carried in chemical tankers. Each update includes tables and charts analysing:

Global chemical trade and employment patterns by cargo type
Chemical production assessments and export/import assessments capacity by region
Trading Efficiency factors such as loading/unloading time, speed, and vessel size preferences

Data is compiled for 15 different commodities, providing a detailed bottom up assessment of chemical carrier employment.

This service contains:

Explicit 10 year out forecasts for 30 key bilateral trades
Detailed assumptions on efficiency factors affecting the shipping capacity required to carry this trade

Users may overwrite MSI's base case assumptions to test the impact of alternative project scenarios on chemical carrier requirements.

Please contact us for more information on this service or to arrange an online demonstration.

LPG Carriers

MSI's LPG Carrier Service provides a concise and quantitative market outlook. This quarterly service provides ten year historical and ten year annual forecast data on:

The quarterly market review provides forecast data on:

Total chemical gas, ammonia and LPG trade
Vessel employment. and supply
Fleet size and fleet age profile
Contracting, Orderbook, Deliveries, Scrapping and Fleet growth by vessel size
Timecharter rate ($ k/Day) and operating expenses
Newbuild, Secondhand and Scrap value

The quarterly updated Excel workbook contains a comprehensive database, a summary market report and a model, allowing subscribers to modify key supply and demand assumptions to create scenarios in order to assess the asset value and earnings exposure to a range of market drivers. This model has been specifically built and maintained to provide independent, consistent and up to date inputs into the internal rating models of financial institutions.