Lloyd's List • January 15, 2025

VLCC spot rates surge higher as tanker stock rally takes a breather

Baltic VLCC TCE index gains another 33% on Tuesday to reach $47,916 per day

Lloyd's List • January 10, 2025

VLCC outlook: Sanctions, ‘pond full of black swans’ and China downside risk

Hope is rising that sanctions will force more crude cargoes to mainstream VLCCs in 2025

Lloyd's List • December 18, 2024

The Daily View: It’s the demand, stupid

IN 1992, US political strategist James Carville coined the phrase “It’s the economy, stupid”. A variant for global bulk commodity shipping: “It’s the demand, stupid.”

Lloyd's List • December 17, 2024

Commodity shipping rates sink to new 2024 lows in ‘winter of discontent’

Tankers, bulkers and LNG carriers simultaneously and counter-seasonally slump

Lloyd's List • December 12, 2024

If stocks keep sinking, should owners keep buying back their own shares?

Listed owners pile more cash into buybacks as share prices continue to slump

Lloyd's List • December 7, 2024

What went wrong for VLCCs in 2024 – and what could go right in 2025

VLCC rates expected to improve next year, driven by higher non-Opec production

Lloyd's List • December 4, 2024

The rise and fall of bulk shipping stocks — and the rise and rise of container stocks

Tanker, dry bulk and gas carrier shares are down year to date, whereas container shares have outpaced the broader stock market

Lloyd's List • November 26, 2024

Shipping M&A 2025: Not as strong as 2024 but deal flow may surprise to upside

Hurdles to shipping M&A have increased but the potential for new deals remains

Lloyd's List • November 19, 2024

VLCC rate rise offers ray of hope amid autumn tanker stock gloom

VLCC spot rates up 19% week on week but still down 43% year on year

Lloyd's List • November 8, 2024

Shipping execs weigh in on Trump 2.0, downplaying potential negatives

Chief executives of listed tanker and bulker owners see limited tonne-mile fallout

Lloyd's List • November 6, 2024

Trump victory could spur sweeping changes for tariffs and sanctions

US stock market surges on election results, but shipping stocks did not follow suit

Lloyd's List • November 5, 2024

Alarm bells ring as crude tankers suffer counter-seasonal rate slide

Owners ‘face one of toughest rate environments in recent memory’, warns Breakwave Advisors

Lloyd's List • November 5, 2024

Who are the biggest losers among shipping stocks so far this year?

Dorian LPG and Nordic American Tankers suffer biggest losses since January

Lloyd's List • October 29, 2024

Bulk commodity shipping faces lacklustre demand growth, end to disruption upside

Tanker rates profitable but disappointing; dry bulk, LNG and LPG rates notably weak

Lloyd's List • October 25, 2024

PODCAST: Shipping corporate governance: the good, the bad and the ugly

An in-depth interview with analyst Michael Webber on listed shipowners' corporate governance

Lloyd's List • October 17, 2024

Shipping splits into ‘parallel universes’ as global trade continues to decouple

Disruptions from global conflicts collide with record-high global trade flows

Lloyd's List • October 16, 2024

Panama Canal Authority hiked profits amid historic drought despite declining transits

Transits fell 29% in FY24 but ACP revenues were steady versus FY23 and net income rose 8%

Lloyd's List • September 25, 2024

Container and dry bulk shipping stocks are outpacing tanker shares

Investors are betting that US port strike will boost container liner stocks

Lloyd's List • August 30, 2024

Tanker shipping’s dark fleet to keep growing until ‘margins are destroyed’

Frontline: Sanctions and regulations won’t halt dark fleet rise, overcapacity will

Lloyd's List • August 21, 2024

Shipowners still adding more scrubbers, via newbuildings not retrofits

Escalating scrubber use equates to ongoing strong demand for high-sulphur fuel oil.