Top shipyards to hold their position in a market downturn, with offshore converts and coastal players likely to bear the brunt. China’s shipbuilding industry is expanding at its fastest pace …
Maritime Strategies International
Latest maritime news from Maritime Strategies International 50 articles shown
Want email alerts?
Sign in with LinkedIn
Recent Articles
Suez container transits hit 314 in September, marking a 64.4% increase year-on-year as carriers shift back to the Red Sea route. Maritime Strategies International (MSI) estimates that roughly 35% of …
Like climbers entering the death zone above 8,000 metres en route to the summit of Everest, VLCCs have entered their own peak: the moment where prices for secondhand tonnage surpass …
The Premier Alliance is preparing to send one of its Asia-Europe strings back through the Suez Canal this month, adding fresh momentum to the container sector’s retreat from lengthy Cape …
Dry bulk vessel demand growth, underpinned by market disruptions has continued to outpace supply in 2026, creating exceptionally firm market balances that should carry forward into 2027. In its Q3 …
Maritime Strategies International noted in a recent report that dry bulk trade itself is expected to grow only 2.2% in 2026, yet calculates required deadweight demand rising 4.9% as higher …
Global cargo for shipping is contracting for only the fourth time in four decades but inefficiencies in the market have led to sky high earnings. A contraction in cargo growth …
Shipping has spent the 2020s lurching from one earnings boom to another, with successive crises repeatedly rescuing markets that conventional supply-demand analysis suggested should be weakening. Two new charts capture …
Shipping has long been treated as an early warning system for the world economy. In an era of wars, rerouting, services and AI, the relationship is becoming far harder to …
As the boom in the very large crude carrier (VLCC) market has continued this year on the back of the Middle East war, some are raising concerns about a supply …
Shipping has faced multiple geopolitical shocks in the first half of 2026 so where are markets headed in the remainder of the year? In this episode of the Seatrade Maritime …
The VLCC sector has enjoyed extremely high rates this and Maritime Strategies International (MSI) earnings averaging $142,000 per day in Q3 in its recent monthly Horizon report. In the first …
Southeast Asia’s fleet of platform supply vessels (PSVs) and anchor-handling tug/supply (AHTS) vessels is ageing. At the same time, demand is increasing, driven by higher oil prices and concerns about …
The first half of 2026 has seen VLCC contracting surge, exceeding previous annual records by a huge margin. MSI reports 177 VLCCs totalling 54.5m dwt ordered during the first half …
A familiar constraint from shipping’s last great shipbuilding boom is beginning to reappear: yards are short of engines. “We’ve certainly heard that the availability of engines is having an impact …
As MSI associate director, Todd Jensen, explains, growth in the OSV fleet growth remains measured, with owners focusing on the need to replace older tonnage, rather than embark on newbuilding …
Limited infrastructure, fuel availability and regulatory uncertainty have seen orders for alternative fuel-capable ships fall from their 2024 peak, writes MSI’s Mariam Tzannatos. Dual-fuel capable newbuilding activity has fallen consistently …
Changes are taking place in the OSV market in the North Sea as the number of high-spec anchor-handling tug/supply (AHTS) vessels declines, partly because of demand elsewhere, partly because of …
In their recently published book, “How to Win a Trade War,” the Financial Times economics columnist Soumaya Keynes and the Peterson Institute’s Chad Bown explained how governments and companies should …
A combination of contract terminations, spiralling insurance costs and the threat to EPC projects are creating a complex combination of risk for offshore operators in the Middle East as a …
Spot earnings in market segments less exposed to the Middle East have already taken a distinctive downturn and large tankers are likely to follow if cargo levels drop, says research …
Firm earnings and shipyards focussed on tankers have pushed five-year-old Ultramax values above newbuildings and equivalent-age Kamsarmaxes. The latest HORIZON Monthly Dry Bulk Report from MSI notes that since the …
With little obvious prospect of majority of vessels stuck in the Gulf managing to leave safely any time soon has the time lay-up come. The stalemate around the Strait of …
MSI Managing Director, Dr Adam Kent, contributes to the Lloyd’s List Shipping Podcast live from Singapore, as part of the Lloyds List Outlook Forum. Adam highlights the constantly shifting geopolitical …
Last year, trade conducted via sea reached a total of 68 trillion ton-miles, with the average distance covered per ton of cargo recorded at 5,262 nautical miles. This indicates a …
The bulk of the new capacity is scheduled for delivery in 2028, a year for which confirmed orders already total 5.2 million TEU, leaving very limited remaining delivery slots available. …
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 …
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 …
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. …
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 …
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, …
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. …
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.
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 …
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, …
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 …
“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 …
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 …
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 …
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 …
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 …
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 …
Should the energy transition be reframed as a trade resilience strategy, asks Mariam Tzannatos, decarbonisation analyst at MSI. The conflict in the Middle East has once again exposed a structural …
OPTIMISM is in short supply as geopolitical turmoil deepens and the Hormuz crisis adds fresh strain to global shipping. Experts warn the fallout will be long‑lasting, compounding the economic damage …
Should the energy transition be reframed as a trade resilience strategy, asks Mariam Tzannatos, decarbonisation analyst at MSI. The conflict in the Middle East has once again exposed a structural …
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 …
Stay Updated with Maritime Strategies International
Never miss important maritime news from Maritime Strategies International. Set up personalized alerts or search for specific topics to stay informed about industry developments.