Blog | MSI Ltd

4 posts published

28 January 2026MSI

China’s demographic cliff: can shipping live without its golden growth engine?

The demographic sweetspot for China, the 21st century’s driving force of shipping profits, has long passed. This month, Beijing reported its steepest birth rate decline since the Communist Party took power in 1949. Splash Extra investigates what a dwindling population means for global shipping. Adam Kent, managing director at MSI, explains to Splash Extra that … Continue reading China’s demographic cliff: can shipping live without its golden growth engine? →

Car/TruckChemicalContainershipCruise

19 January 2026MSI

Shipyard capacity surges but relocation will increasingly take centre stage

Strategic and economic shifts by South Korean builders are designed to counter China’s orderbook dominance, writes Stuart Nicoll, director, MSI. Read more at Xinde Marine.

Car/TruckChemicalContainershipCruise

8 January 2026MSI

Shipping markets outlook for H1 2026 – Podcast

2025 was a year like no other for shipping buffeted by US tariffs, trade wars, and geopolitical conflicts but through it all markets across most major sectors performed remarkably well. Going into 2026 there seems to be no let up with the US military action in Venezuela with days of the New Year, so what does the rest of the coming 12 months have to offer the world of shipping? Find out the views of the experts from MSI Ltd by listening to the podcast at Seatrade Maritime.

Car/TruckChemicalContainershipDry Bulk

5 January 2026MSI

2025 in dry bulk: balancing fragile trade and fleet expansion

Dry bulk owners navigated uneven 2025 trade, a growing orderbook and tighter expectations for safety, vetting and data integrity. MSI highlighted the role of Guinean bauxite in that late-year strength, noting exports were up 35% year-on-year for January to August. Read more at Riviera.

Dry Bulk

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