9 posts published
Containerised trade can be a complicated thing to forecast. Outside of niche and backhaul trades, the range of commodities transported in containers means that the production-consumption-net trade approach, that can be used to forecast iron ore or crude oil flows, is impractical, writes MSI Director Daniel Richards. Read more at The Loadstar.
Led by China, the Asia Pacific region represents the majority of installed global offshore wind capacity, with a bullish outlook for new capacity in Taiwan, South Korea, Japan and Vietnam. MSI senior offshore energy market analyst, Todd Jensen, admitted there have been “some hiccups along the way” in the region but was bullish on its … Continue reading APAC offshore wind: frontier of growth →
Two years is a lifetime in shipping markets. It’s worth looking back to the pre-Red Sea crisis situation in the autumn of 2023, because today’s container shipping market appears ominously similar. Next year’s newbuildings will enter a market that is already saturated with capacity. The fleet is much larger than it was before the Houthi … Continue reading The rise and fall of container spot rates — and what it means for 2026 →
Modelling by ABS and MSI suggests that under a “full conversion” scenario, demand for yard slots could exceed capacity as early as 2028 — producing a “gt-day” shortfall that balloons by 2030. Read more at Splash247.com
A combination of strong trade and high port waiting times will see the trade employ around 15% of Capesize vessels in 2025, according to MSI. Massive year on year growth in Guinean bauxite trade has also absorbed Capesize substantial tonnage in 2025, contributing to recent freight market spikes. To read more see Dry Bulk Magazine
New analysis by MSI cites emerging evidence that the demand side of the industry will prove better-insulated from tariffs than was expected earlier in the year, while a dynamic where Chinese exporters continue to export their manufactured goods surplus – above all to emerging economies – has significantly buoyed trade so far this year. Read … Continue reading China Shakes Off US Tariff Threat →
So, what are the options? ABS and MSI have two possible scenarios, outlined in this year’s Outlook publication. Namely, their full conversion scenario assumes all eligible oil-fuelled vessels are converted due to escalating oil costs. It would require yard capacity expansion before 2030. Read more at Splash247.com
Exclusive data sent to Splash Extra from UK consultancy MSI shows the latest ownership tables compared to a year ago ranked by deadweight of the current fleets, not including orderbooks, offshore or cruise portfolios. Read more at Splash247.com
From trade wars and military conflicts to pandemics and natural disasters, not to mention growing environmental regulations and government interventions, disruptions to supply chains and global shipping markets have had an enormous impact on freight costs and asset values in the last decade, writes MSI Director Will Fray. Read more at Baltic Transport Journal