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Containers and COVID-19 - Supply/Demand on a knife edge

Posted by Infospectrum Analyst Team on 24 Mar 2020

Container rate fundamentals have remained solid so far, but future western demand and its supply chain handling ability is a serious concern.

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Topics: Insider

Tankers and COVID-19 - Gains, for the moment

Posted by Infospectrum Analyst Team on 24 Mar 2020

Certain tanker sectors have ridden a series of exceptional events to net exceptional returns. 

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Dry Bulk and COVID-19 - Running on Empty

Posted by Infospectrum Analyst Team on 23 Mar 2020

It is hard to find anybody who is prepared to underplay the impact of COVID-19 on the dry bulk market today.

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Topics: Insider

Bunkers and COVID-19 - Finance turns to Intelligence

Posted by Infospectrum Analyst Team on 23 Mar 2020

With the collapse in oil prices and emergence of COVID-19, should bunker players turn their focus from financing to counterparty risk?

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Topics: Insider

Offshore and COVID-19 - The Double Whammy

Posted by Infospectrum Analyst Team on 23 Mar 2020

Having struggled through the last decade, how will the collapse in oil prices and emergence of COVID-19 impact the offshore sector?

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Topics: Insider

Improving on Perfect

Posted by Ian Staples on 4 Mar 2020

At a recent shipping event a panel of highly experienced executives took to the stage, microphones in hand, to air their views on a number of topics that are considered prescient to the market today.

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Topics: Insider

Buy Land, they're not making it any more

Posted by Infospectrum Analyst Team on 4 Mar 2020

Resource scarcity, and the huge demand for raw materials generated by developed and developing economies, has given what's under our feet a strategic value attractive to citizens and politicians alike. To some, this is resource nationalism, to others, supply and demand economics and political posturing.

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Topics: Insider

Rosneft and Venezuela

Posted by Infospectrum Analyst Team on 21 Feb 2020

The US government has once again snared a “big name” in its efforts to effect regime change. However, what “real world” impacts will the Rosneft sanctions have?

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Topics: Insider

Too Big To Fail? Disproportionate risks in “mega”-projects

Posted by Infospectrum Analyst Team on 3 Feb 2020

The booming demand for LNG and large-scale construction projects worldwide can hide a potentially fragile supply chain of contractors, whose finances cannot support unpredictable changes in the development of these projects. The failure of these companies has a direct impact on subcontractors and suppliers in the shipping industry.

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Topics: Insider

Container Shipping - Still hunting elusive profits

Posted by Infospectrum Analyst Team on 3 Feb 2020

After the huge container sector consolidation of 2014-2017, which reduced the number of major operators to a relative handful, the expectation was that this would hand them genuine pricing power, give them a chance to regain profitability, and bring stability to this sector - reducing risk for other stakeholders. Has this actually happened?

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Topics: Insider

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