Lloyd’s List Outlook Edition One
Covering each of the core shipping sectors with an indepth view of the competing dynamics at play, this report offers a quarterly view of market expectations from Lloyd’s List’s global team of analysts and editorial staff.
It’s a service that Lloyd’s List readers have been enjoying for some time now, but this new regularly updated report, available for the first time to non-subscribers,
offers an invaluable take on the key drivers and challenges across the maritime market.
By highlighting the five key trends in each sector, the report presents a concise view of the forces shaping the shipping industry and should be considered required reading for anyone looking for an authoritative view on near-term market trends.
Cautious optimism prevails, for now
Consolidation | Maersk, the global integrator | Annual contract negotiations | Regulatory compliance | Containership orders
US exports | Chinese imports | Yamal’s Arctic power | Supply disruptions |Newbuilding deliveries
Growth of Chinese demand | Emerging markets in India and Indonesia | US and Middle Eastern supply | Fleet development | IMO and gas-fuelled ships
Restrictive trade policies | Demand growth | China deleveraging risk | A look at the supply side | Environmental compliance
Fleet Development | The Saudis and Opec | Venezuela sanctions | Russian seaborne exports | US infrastructure development
Stocks of oil products | Middle Eastern refinery turnaround | Nafta | China’s exports | US infrastructure development
Expansion of capital leases | New accounting rules on operating leases | Comeback of high-yield bonds and term loans B | Emergence of preferred equity | The changing landscape of ship lenders
Venezuela coke bust ship decision due | Shipping falls foul of Yemen conflict | GDPR | Cyber risk legislation | US steel tariffs
InsurTech | Cyber risk | Climate risk | Hull risk consolidation | Brexit
Transparency for all | Preparing for a low-carbon reality | Data fuels the future | Recycling the right way | Planning for the sulphur cap storm
Fleet overview | Orderbook deliveries | Removals fleet