26 April 2024MSI
MARITIME: From theory to practice. The hydrogen economy gives ammonia and methanol export trades the green light
Read this article by MSI Director Stuart Nicoll at Baltic Transport Journal
ChemicalEnergyHydrogenLPG
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Read this article by MSI Director Stuart Nicoll at Baltic Transport Journal
Shipyards containership order intakes are expected to decline this year, but show an turn again until 2027 as demands for eco-friendly ships soar. Read more about MSI’s views on this subject at Asiasis
Will Fray, Director with analysts MSI sees the merged company having more leverage in the freight market. “As with most mergers, it will take some time for the two companies to fully integrate and benefit from economies of scale and operational efficiencies. However, a larger company will almost immediately have more negotiating power when it … Continue reading What would a BHP takeover of Anglo American mean for shipping? →
“From a pure asset play perspective and based on our outlook, now or the imminent future presents an excellent opportunity for owners to sell tonnage and maximise returns,” MSI Managing Director Dr Adam Kent told Splash Extra, pointing out that from an asset price cycle perspective, values are considerably higher than the long-term averages. Read more … Continue reading Owners advised to cash in →
The disruption has arisen as critical ports have struggled to cope with the resulting sharp increases in “trans-shipment” traffic. Daniel Richards, a director at London-based maritime consultancy MSI, said delays at the ports could force some companies to hold extra stock. Read more at FT.com.
Stuart Nicoll, a director at MSI, a London-based consultancy, insisted that wind power had clear benefits given steady growth in taxes on shipping emissions. Since the start of the year, ships entering EU ports have had to pay for the emissions on their journey under the bloc’s emissions-trading scheme. Read more at FT.com.
There is room for further upside in earnings even if current levels of disruption are maintained says MSI. Read more at S&P Global.