Infospectrum Insights

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Filing Season - All Change

Posted by William Hogg on May 9, 2019 9:59:04 AM
It’s reporting season again, a time when nerds such as ourselves get excited about seeing whether estimations about last year’s performance of the companies we cover were accurate, and finding that extra nugget of information buried in note 148b. However, 2019 has brought with it challenges which may undermine the value of past financials.
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Joining the Dots at Richards Bay Coal Terminal

Posted by Ian Staples on Apr 30, 2019 8:59:01 AM

This week's Insight has come from Infospectrum alumnus Ian Staples, who has been keeping an eye on movements in the major South African coal export point, Richards Bay Coal Terminal (RBCT).

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Two Minutes With Wanting Huang, Senior Analyst, Singapore

Posted by William Hogg on Apr 29, 2019 3:53:33 PM

This month, we spent some time with Wanting Huang, Senior Analyst at Infospectrum’s Singapore office, who shared what she gets up to on a typical day and why she enjoys being a member of the Infospectrum team.

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PDVSA: Trials and Tribulations

Posted by Luciano Mezzalira on Apr 2, 2019 2:11:09 PM

A key member of our Americas team, Luciano Mezzalira, is a proud Venezuelan, and has been following the ongoing political crisis in the country.  We've covered the challenges of compliance issues in our earlier article. In our latest piece, Luciano covers the issues surrounding national oil company Petróleos de Venezuela S.A. (PDVSA), and how this is impacting its exposure to the shipping markets.

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Bad Operators: It's All in the Small Print

Posted by William Hogg on Mar 18, 2019 9:00:00 AM

We've covered the impact of the recent dry bulk market movements on the operating sector in our recent article, but there are some market participants whose model ensures money is made in any market by walking away from commitments.

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Two Minutes With Simon Hasslacher, Senior Analyst, Americas

Posted by William Hogg on Mar 12, 2019 9:40:28 AM

This month, we spoke with Simon Hasslacher, Senior Analyst at Infospectrum’s Americas office, to learn more about how his shipping career began and what he gets up to outside of work.

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Irrational Ordering? Container Shipping Supply and Demand Hangs in the Balance

Posted by Neil Dekker on Mar 7, 2019 9:25:34 AM

Is it business as usual for ocean carriers as they continue to buy large vessel assets? In a rapidly changing market, it is important that shipping lines have sufficient liquidity to pay for assets that some would argue are, in certain cases, not even required.

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Compliance Risk Management — Money No Object?

Posted by William Hogg on Feb 20, 2019 10:54:19 AM

Over the past ten years, legal and regulatory bodies — particularly in the United Kingdom and the United States — have enhanced their expectations of compliance risk management.

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'Heads I Win, Tails You Lose' — Old Dry Bulk Operating Models Go Out the Window

Posted by Ian Staples on Feb 15, 2019 12:01:24 PM

Heads I win, tails you lose. That has been a tacit suggestion at some stage from companies that have sat in the dry bulk operating space for any period of time in the past 30 years.

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Infospectrum Prepares for an Eventful Year

Posted by Panos Panousis on Jan 28, 2019 4:08:08 PM

2019 is likely to bring about major changes to our industry, with almost all of our client base impacted in some form by Brexit and IMO 2020. With demand for our services at an all-time high, we have invested in our team and new office locations. 

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