Shipping Industry 04 (Oct 16 - Feb 20)

Re: Shipping Industry 04 (Oct 16 - Dec 18)

Postby behappyalways » Sat Sep 16, 2017 4:38 pm

CMA CGM sees further profit rise in H2 on improving shipping sector
http://www.hellenicshippingnews.com/cma ... ng-sector/
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Re: Shipping Industry 04 (Oct 16 - Dec 18)

Postby behappyalways » Fri Sep 29, 2017 4:44 pm

alphaliner-new-boxships-to-be-energy-efficient-but-supply-overhang-to-stay
https://shipandbunker.com/news/world/48 ... ng-to-stay
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Re: Shipping Industry 04 (Oct 16 - Dec 18)

Postby behappyalways » Wed Oct 04, 2017 2:47 pm

spot-freight-rates-asia-west-africa-slump-50-since-july
http://splash247.com/spot-freight-rates ... ince-july/
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Re: Shipping Industry 04 (Oct 16 - Dec 18)

Postby behappyalways » Sat Oct 07, 2017 6:51 pm

Turning Around Yet? How Far To Go?
https://sin.clarksons.net/features/details/49720
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Re: Shipping Industry 04 (Oct 16 - Dec 18)

Postby behappyalways » Sat Oct 14, 2017 2:37 pm

shippers-carriers-debate-benefits-consolidation-tpm-asia
http://splash247.com/shippers-carriers- ... -tpm-asia/
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Re: Shipping Industry 04 (Oct 16 - Dec 18)

Postby behappyalways » Wed Oct 18, 2017 11:09 am

investment-opportunities-shipping-perhaps-best-30-years
http://splash247.com/investment-opportu ... -30-years/
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Re: Shipping Industry 04 (Oct 16 - Dec 18)

Postby behappyalways » Thu Oct 19, 2017 5:33 pm

ship-demolition-activity-grinds-to-a-halt
http://www.hellenicshippingnews.com/shi ... to-a-halt/
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Re: Shipping Industry 04 (Oct 16 - Dec 18)

Postby behappyalways » Thu Oct 26, 2017 4:11 pm

unctad-flags-oligopoly-concerns-amid-unprecedented-container-shipping-consolidation
http://splash247.com/unctad-flags-oligo ... olidation/
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Re: Shipping Industry 04 (Oct 16 - Dec 18)

Postby winston » Sat Nov 04, 2017 8:17 am

That time a Norwegian shipper held Iran’s oil hostage

by Nick Giambruno

The Iraq-Iran War was one of the bloodiest conflicts of the past 50 years.

The brutal Iraq-Iran War killed over 1 million people. It also rocked global energy markets.

The US Navy escorted the oil tankers of US allies like Saudi Arabia and Kuwait. But Iran’s oil shipments were completely vulnerable.

John Fredriksen struck a deal with the Iranian government to ship the country’s oil exports when nobody else wanted to. This gave him huge bargaining power, which he used to make enormous profits.


Recently, Fredriksen made a huge bet that the shipping industry is about to turn around.

It’s one of the few industries that never really recovered from the 2008 financial crisis.


The Baltic Dry Index (BDI) measures the cost to move raw materials like iron, coal, or wheat across the ocean. It’s also a benchmark for charter rates.


The shipping glut is shrinking after years of bankruptcies and shippers scrapping vessels. There are almost no new ships on order.

That means there won’t be any new supply until at least 2020. (Again, it takes approximately two years to build a ship.)


China will need to import a lot of commodities to create the One-Belt One-Road infrastructure. That will create demand for shippers.

Not to be outdone, President Trump has announced his own trillion-dollar plan to repair, replace, or build critical infrastructure.

And, of course, he’s promised to build a 2,000-mile wall along the US-Mexico border. This is another huge infrastructure project.


We might even be looking at the best time ever to enter the shipping industry.

Here are a few more reasons why…
1. It looks like the bottom has already been carved.
2. The Baltic Dry Index is well off its all-time low.
3. Several shipping stocks have more than doubled over the past year. A few have tripled.




Source: International Man

http://thecrux.com/that-time-a-norwegia ... l-hostage/
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Re: Shipping Industry 04 (Oct 16 - Dec 18)

Postby behappyalways » Sat Nov 18, 2017 8:17 pm

excess-capacity-hitting-box-freight-rates-hard
http://splash247.com/excess-capacity-hi ... ates-hard/
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