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 …
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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 …
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 …
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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 …
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