Maritime Strategies International

A report issued by MSI, argues that an optimistic base case scenario would see “naval support for partial passage through the SoH at 70% of the pre-war volume in Q2 …

MSI has appointed John Moulopoulos as director, North America, with responsibility for business development in the Americas. The company said Mr Moulopoulos joins from Boston-based maritime intelligence and data delivery …

MSI’s latest scenario modelling asks what happens to Gulf tanker trades when Strait of Hormuz access shifts from disruption to prolonged denial. The effect on tanker markets from the US …

The sector has surprised to the upside in Q1 – can the market manage downside risks to post more gains in 2026 asks Will Fray, a director at MSI. Read …

The world’s LNG supply outlook darkened sharply last night after Iran struck key gas infrastructure in Qatar, Saudi Arabia and Kuwait, escalating the regional conflict and raising the prospect of …

With Capesize earnings expected to remain firm, the strength of the Cape market is likely to continue to support Panamax freight rates. A key driver of this continued correlation will …

“When viewed in aggregate, both Asia-North Europe and Asia-US west coast spot freight rates have fallen in the region of 15% over the past month. Most of this fall can …

MSI cites a number of factors driving the large tanker sector including a build up of floating storage and Sinokor’s aggressive moves to acquire and control VLCC tonnage, which has …

Analysts see a US Supreme Court ruling against US President Donald Trump’s tariffs as positive for container trades in the short term. MSI director Daniel Richards told Riviera that any …

On the supply side, the global container shipping fleet grew by 7 percent in 2025, outpacing demand growth of 5 percent MSI forecasts fleet growth of 3.5 percent in 2026, …

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 …

Discover more from Maritime Strategies International Ltd Subscribe now to keep reading and get access to the full archive. Continue reading

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. …

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, …

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 …

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. …

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 …

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 …

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. Like …

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 …

MSI highlights the pressing need for new feeder tonnage, citing that many existing vessels are over 20 years old. This structural demand, coupled with shifts in trade patterns, particularly in …

The extra volumes will result in a significant disruption in the matrix of global iron ore supply, writes Will Fray, director, MSI, but there remain reasons to be cautious. The …

What if the sanctions model applied to tankers was applied to container sector? About 300 Red Sea-transiting container ships are potentially at risk of being sanctioned for trading to Russia …

The Middle East offshore supply vessel (OSV) market is characterized by strong demand, tight supply and an aging fleet. Major players dominate regional markets, but fragmentation persists, leading to potential …

In the near term, the impact on freight costs will be relatively minimal, said Stuart Nicoll, a director at MSI, a London-based consultancy. The fees on high-emitting fuels like oil …

MSI HORIZON tanker report showed large crude tankers strengthening on China’s special port fees (SPF) and new US sanctions, while LR2 swing tonnage and coated-fleet growth shaped a weaker products …