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.