Decisions + Data + Algorithms

Being successful in the shipping markets is a never ending, complicated and risky challenge. Owners, investors, lenders, charterers and traders financially thrive or suffer by the quality of their decisions. Amazon CEO, Jeff Bezos, has openly stated that he aims to only make three good decisions in a day. Further to that, these decisions should …

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Containerships – Earnings, Values & Demand

So far, 2020 has been a particularly challenging year for the Containership sector, which has been rattled by lengthy port delays and record numbers of idle vessels since January. Alongside many other sectors, Containerships have felt the brunt of COVID-19, with operational limitations and reduced demand for goods from China, but things are beginning to …

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Dude, where’s my car?

VesselsValue has just added Vehicle Carriers to the list of vessels covered by their Trade module. “Our Vehicle Carrier trade service provides real time data on vessel demand and trade flows. It is built up from the vessel, journey and port terminal level for each day, and history to 2013. This allows our clients to …

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What have we learnt from COVID-19 so far?

The markets, particularly for shipping, oil and stocks, have been highly volatile over the last few months and the news cycle endless. In these times of uncertainty, real time and objective data is critical to understand and take advantage of the ever evolving situation. Below are three thoughts on what we have recently learnt from …

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Coronavirus effects on the Clean Tanker Market

During last week’s IP Week 2020, Coronavirus and its effects on global GDP, trade, demand and the oil price are unsurprisingly a major talking point. So what does real-time seaborne trade flow data show? The data covers the laden movements of clean tankers (MR1s to LR3s) measured on ton miles to take into account distances …

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What’s driving the VLCC market?

VLCC TCE rates ended October at around $50k. This is below the high reached in the middle of the month, but still represents a healthy return for owners. Interestingly, as shown in the charts below, ton mile demand is down circa 9% YoY, while the size of the fleet is has grown by 8%. In …

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Box Ships are Booming

We’ve just added Containers to the list of vessels covered by our Trade module. This means you can now analyse cargo mile demand and see underlying vessel journeys and stoppages for the global fleet of Containerships. Our COO, Adrian Economakis, looks at key data to determine which are the most attractive segments for owners and …

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Box Ships are Booming

VesselsValue has just added Containers to the list of vessels covered by their Trade module. This means that users can now analyse cargo mile demand and see underlying vessel journeys and stoppages for the global fleet of Containerships. Adrian Economakis, COO, looks at key data to determine which are the most attractive segments for owners …

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The Vicious Cycle

The shipping markets are classically cyclical, but with extreme volatility. In fact, bulkers and tankers probably have the highest volatility of any major hard asset. The reason for this volatility is due to two main elements: the behaviour of shipowners and investors, and the relatively long build times and working lives of vessels. Effectively, what …

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CSSC and CSIC Merger Intentions

This week the two largest Chinese shipbuilding groups China State Shipbuilding Corporation and China Shipbuilding Industry Corporation announced their intention to merge. If combined the Chinese mega yard’s orderbook will become the largest in the world when measured by number number of orders, dominating Capesize newbuilding orders. Currently there are 205 Capesize vessels on order, …

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