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Liner Spot Freight Rates - Hitting The Right Balance At Last

Posted by Neil Dekker on 18 Sep 2020

Liner spot freight rates have recently defied traditional and current logic, reaching record levels. In early-March 2020 most freight analysts predicted Armageddon for the liner sector with cargo volumes falling off the proverbial cliff. What has since transpired?

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How to maximise the benefit of your Infospectrum membership

Posted by William Hogg on 18 Sep 2020

With so many of us working from home, it can be difficult to share best practice amongst colleagues, and we have seen an increase in requests from our users about how best to use Infospectrum's services.  While each client we have uses our products in a different way, we are keen for our clients to get the maximum benefit from the relationship. Here is a "top five", for starters:

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LNG exporters and the COVID-19 dilemma

Posted by Infospectrum Analyst Team on 18 Sep 2020

After battening down the hatches in August, US LNG exporters have weathered the storm of Hurricane Laura, with the key Sabine Pass and Cameron LNG terminals now back in action. But, the other storm faced by the LNG industry, that caused by COVID-19, is set to rage on. Back in February, with US LNG cargoes cancelled or force majeure invoked by European and Asian importers, risk analysts may have feared that LNG exporters were genuinely facing an existential crisis.

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India's Credit Squeeze

Posted by India Desk on 10 Aug 2020

At the start of 2020, few in India thought they would be looking back longingly to the quarter-ended September 2019, when India’s quarterly GDP growth dropped to 4.5% (a six-year low) and experts bemoaned weak manufacturing, falling consumer demand and private investment, and rising unemployment. Then again, these are distinctly unusual times.

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Topics: Insider

COVID-19: Working from home in shipping

Posted by William Hogg on 10 Aug 2020

Shipping is a people business. Isn’t it? So, lock down should have been a disaster. So many parts of so many industries have been tested in the recent months of lock down, and shipping does feel that it has had its standard operating models tested considerably, but not necessarily in the ways one might have expected.

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Topics: Insider

Has OPEC+ reduced oil market risks?

Posted by William Hogg on 10 Aug 2020

Ask any free-market economist’s opinion of cartelisation, and you are likely to receive a frosty and disapproving answer. Cartels exist, so the theory goes, to protect the interests of powerful producers of a commodity, at the expense and detriment of lowly and embattled consumers. It’s a well-known argument, which rests upon assumptions that a cartel manipulates supply in order to support prices for its members, and carves up the market so that end-users are deprived of choice. In short, cartels are bad, bad, bad.

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Topics: Insider

LNG - Navigating Politics and Pandemic

Posted by Infospectrum Analyst Team on 8 Jul 2020

The emergence of the United States (US) as a net exporter of LNG in 2016 upended the supply-demand balance in the sector, enabling importers to accelerate a transition away from fuels perceived to be more polluting, and the LNG shipping sector to adopt a more spot-driven model, underpinned by speculative orders for LNG tonnage. In 2019, final investment decisions were taken to proceed with a reported 71m tonnes of new production capacity, much of this capacity also uncontracted, with further liquefaction projects, with a capacity of circa 900m tonnes per year, on the table by the beginning of 2020.  

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Topics: Insider

False Positives - Not at all Positive

Posted by Infospectrum Analyst Team on 3 Jul 2020

The use of sanctions by the US Government, particularly under the current administration, has proved an immense compliance headache for our sector, with shipping, commodity trading, banking and insurance sectors all having to react quickly to initiatives put in place with little warning. While some industry participants proved somewhat adept at “working around” such issues, the increased surveillance of sanctioned and non-compliant activities, particularly over the last 12 months, has reignited a focus on compliance.

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Topics: Insider

Tonnage provider risks in the container sector

Posted by Infospectrum Analyst Team on 18 Jun 2020

A return to the bad old days beckons for container tonnage providers. With container volumes dropping like a stone since February 2020, demand for chartered tonnage has also fallen away – tonnage providers are looking at a bleak near-term future with no immediate kickers to push earnings back up.

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Topics: Insider

A Post-Covid Future?

Posted by Infospectrum Analyst Team on 20 May 2020

We are probably all considering the reality of our lockdown lives now that the novelty has worn off and, for those of us in COVID hot spots like the UK, we face up to ‘the new normal’, whatever that may be.

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Topics: Insider

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