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I'll take the high road - Liner strategies for 2020 remain divided

Posted by Neil Dekker on Jul 12, 2019 5:12:13 PM

Liner operators have decided on their strategies to cater for the IMO’s low-sulphur regulations from January 2020, but their commercial reactions and costs will vary, and so will impact on profitability next year and beyond.  

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AIS scrutiny is just the first of many steps in shipping compliance

Posted by Infospectrum Analyst Team on Jul 10, 2019 4:50:49 PM

Rogue ship operators who switch off or manipulate AIS data to hide potentially illegal operations with sanctioned countries are a hot topic at the moment, but more stringent monitoring action is required by industry stakeholders to ensure they remain compliant.

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Two Minutes with Luciano Mezzalira, Senior Analyst, Oxford

Posted by William Hogg on Jul 5, 2019 11:02:56 AM

This month we caught up with Luciano Mezzalira, Senior Analyst at Infospectrum’s Oxford office, who has been a mainstay of Infospectrum's Americas team since 2006.

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Trading, shipping and the Strait of Hormuz

Posted by Infospectrum Analyst Team on Jul 1, 2019 11:18:24 AM

The escalation of political strains between the US and Iran seen in recent weeks has added more uncertainty to global energy and shipping markets. The sensitivity arises from the status of the Strait of Hormuz, the 65km-wide sea channel which separates Iran from Oman, and through which around 20% of global oil supply passes.

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A case in point - Corruption in Colombia

Posted by Americas Desk on Jun 19, 2019 5:40:16 PM

Political & Country risk has always been very much in the limelight, and we are currently seeing numerous examples play out in countries all over the world. Our Americas team has been monitoring their local region closely, and here provides a case study of sorts, which highlights some of the complications businesses with international interests and investments can face. 

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Global LNG trade: “Risk-versus-reward” in a growing market

Posted by Infospectrum Analyst Team on Jun 13, 2019 5:35:20 PM

The boom in liquefied natural gas (LNG) trade shows no signs of abating, with globally-traded volumes likely to edge up towards 350million tonnes (mt) in 2019. LNG is seen as complementary to climate targets and offers diversification from reliance on pipeline gas. The key demand driver is China, which will soon overtake Japan as "number-one" LNG importer. Activity is rising in Europe, too, with Germany soon to join the ranks of buyers.

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Catching a falling knife - Compliance in Trumpian Times

Posted by William Hogg on May 29, 2019 9:51:17 AM
You only have to look at the headlines of the last few weeks to know that the current market conditions represent a perfect storm for those concerned about compliance. How does an industry which has always worked around the edges of the possible (and occasionally the legal) find a way through?
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China-US tension creates uneven liner risks

Posted by Neil Dekker on May 23, 2019 3:36:55 PM

The latest round of tariff increases imposed by the US on Chinese-made goods will, we believe, impose different levels of potential risk on the major liner operators. Second-time around, the wider market ramifications could also be more significant. 

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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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