Market Outlooks
Outlook 2020
Global trade outlook: The macro view
The macro trends driving our data forecast point to geo-political and environmental challenges in the short term, but more energy commodities to ship in the short-to-medium term
The Finance Outlook
While ship finance has fallen out of favour among many traditional lenders, the pain is not equally spread and the largest owners still manage to access corporate lending with very little, if any, reduction
Containers Outlook 2019
HMM outside 2M could destabilise container market
HMM’s strategic cooperation agreement with the 2M will end in April 2020, raising questions of how the carrier will fill its recently ordered ships
Uncertainty grips charter market
A slowdown in scrapping and an increase in newbuildings has reversed fortunes for shipowners
Outlook 2019
Lloyd’s List Outlook 2019: Containers
The cautious optimism that carriers expressed for 2018 has not quite come to pass, and there are more sharks still lurking beneath the surface. Looking forward to 2019-2020 the carriers still face challenging conditions, although the nature of the challenges will be changing — some gradually, and some more acutely
Lloyd’s List Outlook 2019: Insurance
Marine insurers are heading into the uncharted waters of changing risk
Summer Outlook 2018
The power of externalities
With strong supply-demand signals, external factors such as Washington’s policy preferences have become the strongest risks to shipping markets
Five risks to check: Ship finance
Regulation and higher interest rates are resulting in more risks for owners and lenders despite freight market recovery
Spring Outlook 2018
Five things to watch: Regulation
Environmental regulation is the long-term trend, but shipping must first contend with a wide-reaching transparency regulation coming soon
Five things to watch: LPG shipping
LPG shipping markets may gradually recover this year on US exports and slowing fleet growth
Annual Outlook
Latest From Annual Outlook
Ten trends that will shape the shipping industry in 2025 and beyond
Carbon regulation and Trump 2.0 are the obvious factors on which everyone is focused for 2025 — but don’t discount the impact of transparency, Africa, asset prices and AI next year
Containers: Trump tariffs, strike potential and alliance shake-up feeds anxiety
2025 opens with the prospect of industrial action at US east and Gulf coast ports, plus the Trump factor and fresh alliance schedules bringing a new wave of uncertainty to the sector
Tankers: Market braces for further volatility, supply shocks in 2025
Western regulators are to step up sanctions enforcement on Russia and Iran, having already designated more than 200 vessels in 2024 as a bifurcated energy commodities market was firmly established
LPG: A second-half boost, but wildcards cloud forecast
While fourth-quarter softness is expected to extend into 2025, VLGCs should benefit from more US Gulf cargoes in the second half of next year. However, repercussions from potential Trump tariffs on China remain a key unknown
LNG: Overcapacity points to further turbulence in 2025
Fleet growth is still expected to outpace expansion in liquefaction capacity, while geopolitical risks cannot be overlooked
Geopolitical risk shipping’s biggest worry, Lloyd’s List poll reveals
The majority of respondents still thought shipping would miss the IMO’s 2030 greenhouse gas emissions target, although there was more optimism for future milestones
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