6 posts published
According to a new report from Fitch Ratings, next year will still be challenging due to a myriad of geopolitical and policy risks. Shipping will also be hit by the lower GDP growth expected across most major economies in 2026 compared to 2025. Adam Kent, managing director at MSI, agrees with several aspects of this … Continue reading How to spend it in 2026 →
At the Xinde Marine Forum, Dr Adam Kent, Managing Director of MSI, delivered a data-rich and forward-looking keynote that combined market analytics with deeper structural insights from MSI’s latest research. Read more at Xinde Marine News.
Two-year high bulker earnings contrast with accelerating fleet growth, muted scrapping and Chinese stockbuilding that raises doubts over how long the rally could last. MSI argued that much of this strength was driven by temporary stockbuilding and pointed out elevated inventories in China, combined with the usual Lunar New Year slowdown, were expected to weigh … Continue reading Year-end dry bulk rally collides with overcapacity →
While the containership orderbook has surged to over 33% of the total fleet, next to none of these vessels are geared ships, according to data analysis by MSI in its latest HORIZON Monthly Containership Report. Read more at Hellenic Shipping News.
China-led hydrogen and ammonia regional exports will curb the development of longhaul trades and limit large carrier fleet growth, argues MSI decarbonisation analyst Mariam Tzannatos. Read more at Riviera.
Disrupted crude flows, sanctions and floating storage sustained exceptional tanker earnings in late 2025. Crude tanker earnings held near cycle highs in late November, even as analysts began to ask whether a prospective ’peace dividend’ in Ukraine could erode some of the structural support behind tonne-mile demand. MSI’s latest HORIZON Monthly for oil tankers reported benchmark VLCC … Continue reading War-distorted tanker boom faces reset →