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The marine shipping industry generated approximately $380 billion in revenue in 2011, based on United Nations research. We can separate the industry into three major sub-sectors: dry bulk, tanker, and container shipping—which make up 43%, 40%, and 12% of the total shipping industry, respectively, according to IHS Global. Dry bulk ships transport dry raw materials such as coal, iron ore, and grain. Tankers move oil across the ocean. Container ships transport various industrial products.
Top 9 Value Drivers for Marine Shipping
Must-know: Diana Shipping gave a negative view, but can rates rise?
Such large orders could mean more deliveries from 2015 onwards, limiting rates increases and further pushing back a dry bulk shipping recovery.
Diana says low rates are probably gone but the future’s uncertain
Based on the current orderbook, Clarksons estimates that 7.2 million deadweight tons of additional capacity could be delivered by the end of this year.
Why are 10-year-old vessels essential to shipping analysis?
Changes in price for older vessels often reflect a nearer-term fundamental outlook, and they tend to move ahead of new builds.
Why Goldman Sachs’ predicted 15% iron ore price fall helps Soros
Lower iron ore prices will be one of the major catalysts for higher dry bulk shipping rates in 2014.
Democratizing tanker stocks weekly (Part 7: Oil prices)
Continued from Part 6 Shipping rates The single most important indicator that affects tanker companies’ top line revenue is shipping rates. When supply grows faster than demand, it pressures shipping rates. But…
Diana Shipping projects dry bulk trade to increase 5% next year
In 2013, bulk seaborne trade is expected to increase by 5% year-over-year, according to Clarkson, said Anastassis Margaronis
As the Baltic Dry Index turns, Soros tests dry bulk shipping
The companies that Soros bought are some of the largest publicly traded dry bulk shipping companies in the world.
Why Frontline says shipping owners are now making positive plans
New build prices (prices for new ships) are rising, and recent orders for VLCCs suggest prices of ~$93 million. This is often a positive indication.
Why Frontline’s 3Q2013 comments support peers while it rose most
Other companies like NAT, TNK, and TNP did benefit from Frontline’s more positive earnings discussions, but they didn’t rally as much.