Dry bulk shipping

Shipping CEOs see an increasing risk of a global economic crisis in the decade ahead.

Another key bellwether — the cost of dry bulk freight — is pointing to an economic recovery.

Marine fuel prices are down 30% year-on-year despite the IMO 2020 regulation.

Ocean shipping stocks remain mired in a sea of red. A bad year is getting worse.

After decades of safety improvements, a deadly stretch of casualties for ocean shipping.

McKinsey warns that global shocks will become more frequent and shippers must improve the resiliency of their supply chains.

Innovation in the maritime industry relies on top-down mandates that are complicated by multilayered regulatory regimes and compliance requirements.

Good news: Ocean volumes are recovering from COVID.

COVID-19 could ignite geopolitical clashes and cause “meltdown” in U.S. consumer demand.

M&A is being blocked by weak share pricing among buyers and lack of desperation among sellers.

New data reveals just how far ship orders have sunk. The fewer ships ordered, the higher future rates could climb.

Robintrack.net data reveals what retail traders are buying and when. The question is: Why?

Dry bulk was riding high just a few weeks ago. Now it’s taking a tumble.

An analysis of daily traded values and volumes of tanker and dry bulk stocks.

Roger provides digital tools for bulk freight shippers and carriers that reduce paperwork, and accelerate payment and real-time shipment status.

Top Ships, Seanergy, Castor and Globus tap equity markets to buy vessels.

Nordic American Tankers is the best stock performer among larger listed ship owners. Scorpio Bulkers is the worst.

Global trade fallout from the crew-repatriation crisis has begun — and looks poised to snowball.

Long-term institutional investors still steer clear of shipping shares — with good reason.

Retail stock pickers bet big on tankers. Dry bulk remains less enticing despite rate surge.

Ships could be idled as thousands of seafarers refuse contract extensions.

The stock market is back to pre-COVID levels. Shipping shares still have some catching up to do.

What the war of words between the U.S. and China means to ocean shipping.

Lessons learned from shipowner woes in the wake of the global financial crisis.

Coronavirus hit to Brazilian exports is a nightmare scenario for dry bulk — and cases in Brazil are mounting fast.

Good news: Vaccine shows promise. Bad news: Floating storage economics vanish.

“Nowcasting” platform uses ship-tracking data to detect coronavirus fallout.

Future cargo flows at escalating risk from inaction on stranded seafarers.

The dry bulk market is getting hammered again — not a positive signal on the global economy.

Bulker rates are rising, but not yet profitable, and market risks abound.

Ocean shipping post-pandemic: What changes lie ahead for supply, demand, stocks and debt?

Plunging demand on land has yet to be fully felt by ocean shipping

VC funding has evaporated, wooing new customers is extremely difficult and existing customers’ focus has changed.

Coronavirus will inevitably infect more seafarers. How ports respond will be pivotal.

Some believe Capesize rates will remain depressed. Others see light at the end of the tunnel.

Ocean shipping has functioned well during the outbreak but pressures are mounting.

Halt of cruise voyages will slash HFO demand, a positive for cargo ships with scrubbers.

Investors appear increasingly worried that the coronavirus will spark a global recession with no quick bounceback.

Ship scrubbers no longer equate to big savings on fuel costs. Is this only temporary?

Here’s why tanker stocks are rising as the rest of the U.S. stock market is crashing.

CargoMetrics data reveals that Chinese port activity has recovered much faster than some had feared.

No evidence yet of coronavirus-induced drop in dry bulk rates. Is it coming?

An exclusive interview with Jefferies analyst Randy Giveans on the coronavirus-induced shipping-stock collapse.

Big data confirms China trade volumes fell off a cliff in the wake of the coronavirus.

The second half of 2020 is shaping up to be either very good or very bad for dry bulk shipping.

Trade risks will intensify if the virus spreads from China to the global pool of seafarers.

Shipping bosses warn of huge economic knock-on effects from the coronavirus outbreak.

An exclusive interview with Matt Heider, CEO of voyage-optimization platform Nautilus Labs.

Terms of the court-protected restructuring of American Commercial Lines have already been agreed to and no disruptions are expected.

Rand Logistics will purchase the American Steamship Company for $260 million.

From container shipping to tanker transport, markets are awash in coronavirus fallout.

Momentum builds for decarbonization of ocean shipping but it’s far from a done deal.

It has become even harder to determine what the prevailing bulk ocean freight rate really is.

Dry bulk rates were already terrible — then came the coronavirus, and they’re getting even worse.

Scorpio Bulkers on virus threat: Prepare for the worst and hope for the best

Chinese epidemic could curb ocean shipping demand.

A new book places IMO 2020 in the context of a potential “third revolution” for shipping.

Bulkmatic and Bulk FR8 have joined forces to offer dry bulk brokerage and capacity solutions

New pact is a plus for tankers, bulkers and box ships, but less so for equities.

New Platts indices offer bird’s-eye view of rough IMO 2020 transition for dry bulk.

Is IMO 2020 fallout for dry bulk shipping a warning sign for container sector?

The high-stakes wild cards to watch in what promises to be a volatile year.

Links to 16 exclusive interviews with key decision-makers in ocean shipping.

Concerns rise that shipping can’t recoup cost of IMO 2020-compliant fuel.

A falling trade-to-GDP ratio is a worrying trend for the shipping industry.

As carbon tax on ocean shipping appears more likely, industry lays groundwork for future collection.

U.S.-China deal should boost shipping stock sentiment, assuming investors believe it’ll stick.

Dry bulk ocean carrier Jinhui Shipping of Hong Kong and Oslo has drifted into the red according to its third quarter results. Its nine-month results indicate the company may generate a loss this year.

Billions of dollars in fuel costs at stake for containership owners.

Brazil’s Vale has cut its iron-ore outlook for the first quarter, but revealed higher-than-expected projections for full-year 2020 and 2021.

Unsurprisingly, listed bulker owners insist fourth-quarter Capesize rate pressure will pass.

New ship orders are grinding to a halt due to uncertainty over which designs can meet future GHG rules.

Reduced estimate for Brazilian iron-ore exports compounds headwinds for dry bulk.

All may not necessarily be as it may first seem in the world of company earnings. Dry bulk, ocean container shipping and logistics company Sinotrans (HKEX: 598) may not have delivered a Halloween shocker even though its third quarter results were splattered in red ink all over its income statement. One long-short equities analyst was very bullish on the company’s stock despite the seemingly-poor results!

An exclusive interview with Greece’s Ioannis Martinos on what’s next for Signal Ocean.

Hong Kong Stock Exchange-listed ocean carrier Pacific Basin (HK: 2343) will issue US$175 million (approximately HK$1,371 million) of non-amortizing unsecured convertible bonds to boost its balance sheet while growing and renewing its fleet.

Market prognosticators have been saying dry bulk will recover “next year” almost every year for the past decade. Will it finally happen in 2020?

The Baltic Exchange has been unrivaled in its creation of indices for dry freight futures. That may be about to change.

Crude tanker rates continue to surge, driven by geopolitical tensions. Meanwhile, container rates remain weak.

This week, VLCC tanker rates are rising, whereas both trans-Pacific box rates and Capesize bulker rates are slipping.

Chao’s influence over budget cuts could also affect national security, lawmakers allege.

Dry bulk spot rates have pulled back from recent highs, while trans-Pacific container rates have held their gains.

The beleaguered dry bulk shipping sector is nearing its post-financial-crisis peak. Is it sustainable?

Companies like Safe Bulkers are booking their ships at considerably higher rates, yet investor interest remains muted.

The next global recession would have a different impact on ocean shipping markets than the 2008-09 financial crisis.

Golden Ocean could be a trendsetter, buying a stake in a marine-fuel operation to offset IMO 2020 price and availability risks.

Eagle Bulk is finally in position to benefit from a rate recovery. It has been a long time coming for funds that invested back in 2013.

This week, VLCC rates are going sideways, Capesize rates have reversed, and container shipping has yet to gain traction.

Low pricing will speed up Europe’s transition from coal to gas, according to Morgan Stanley.

An in-depth, exclusive interview with Scott Borgerson, co-founder and CEO of CargoMetrics Technologies.

Generic corn and wheat futures are up nearly 30% since May 10 on depressed yields and constrained transportation in the Midwest.

Private equity-backed ship owners continue to sell fleets to already listed companies in return for shares.

Despite the controversies through the years, DryShips has proven to be a survivor – and has posted another quarterly profit.

Shipping’s ‘trade war’ equation is not measured in tons at sea, it’s measured in tons times miles at sea.

It’s rough out there in the dry bulk ocean shipping business. New York-headquartered Genco Shipping & Trading (NYSE: GNK) posted a net loss of $7.8 million in the first quarter […]

Momentum is building to limit the speed of ocean-going vessels to curtail harmful emissions. The debate will focus on how this could impact charter rates, and whether it could have the unintended consequence of creating even more emissions-generating ship capacity.

After falling rates and months of bad news, the dry bulk shipping community believes it has seen positive signs for the near-term markets. That’s despite some of the benchmark dry bulk seaborne volume and freight rate numbers taking a deep, deep dive. And, on analysis, the dry bulk shipping markets are currently really mixed-up.

Dry bulk shipping faced multiple headwinds in the first quarter, but NYSE-listed Scorpio Bulkers benefited from its smaller ships and its diversification into the product-tanker sector.

Tokyo, Japan-based ocean carrier, Kawasaki Kisen Kaisha http://kline.com/ (TYO:9107) has recorded a fall in revenues of Japanese Yen of 325,293 million down to JPY 836,731 million (US$7.5 billion) for the fiscal year ending March 31, 2019. Several board members have been removed.

Japanese transport company, Nippon Yusen Kabushiki Kaisha (NYK Line) (JPX:9101) has today reported a loss of approximately US$400 million (Japanese Yen 44.5 billion)  for the year ended March 31, 2019. Following the red ink bloodbath, the company has replaced the chairman, president and representative directors.