Infospectrum Insights

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LNG-as-marine fuel: Are prospects hampered by the “gas crisis”?

Posted by David Flanagan on 4 Oct 2021

Ask consumers of fuel what their priority is, and most will say they want stable prices and security of supply.

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Containership owners feast in the newbuilding market

Posted by Neil Dekker on 16 Aug 2021

Driven by an unexpected surge in demand and record profitability in the last 12 months, owners have returned to the newbuilding market to capitalise on the global requirements for additional capacity.

While war chests have evidently been sufficiently strengthened to prompt a sharp increase in tonnage acquisitions and newbuilding orders, it would be wrong to dismiss the prospect of any future risks down the line for investors.

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Onshore fuel storage operators see big future opportunities, but must navigate politically uncertain waters

Posted by David Flanagan on 7 Jun 2021

Global onshore gas and liquid fuels storage operators have been enjoying buoyant market conditions over recent periods, with rising occupancy rates, healthy financial results, and an upbeat outlook.

The dramatic effect of the COVID-19 pandemic on the tanker market has been replicated to some extent in onshore storage markets, with a strong appetite for capacity emerging during 2020 and early 2021, compared with previous years.

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The Roadmap to Decarbonisation - Liner Fuel Choices Remain Under The Spotlight

Posted by Neil Dekker on 25 May 2021

A carbon-free maritime sector may seem a distant prospect, but the largest liner operators are aready making plans to comply with regulatory measures well in advance of the key 2050 deadline. However, many questions need to be answered and challenging decisions need to be made.

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Terminal velocity? The decline of U.S. coal mining

Posted by Infospectrum Analyst Team on 18 Mar 2021

Terminal velocity? The decline of U.S. coal mining

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Bunkers - if you wait long enough, everything becomes cool again

Posted by Infospectrum Analyst Team on 23 Nov 2020

It’s been a funny old 18 months for CFOs and principals in the bunker sector.

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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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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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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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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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