Scorpio Bulkers Inc

Most Recent

  • uploads///China port inventory
    Macroeconomic Analysis

    Iron Ore Port Inventories Don’t Cheer Dry Bulkers

    Iron ore port inventories have been steady. For the week ending August 14, inventories were 81.5 million tons—an inventory-to-steel production ratio of 1.23x.

    By Anuradha Garg
  • uploads///RECI
    Macroeconomic Analysis

    China’s Real Estate Climate Index Inched Up Marginally in June

    China’s real estate climate index has been below 100 since October 2011. A slowdown in the Chinese real estate industry is negative for the iron ore import trade as well as for dry bulk shipping.

    By Anuradha Garg
  • uploads///Charter rates
    Company & Industry Overviews

    Are Navios Maritime Partners’ Distributions Sustainable?

    Navios Maritime Partners LP (NMM) is less sensitive to shipping cycles due to its long-term charters and staged expirations.

    By Anuradha Garg
  • uploads///
    Fund Managers

    What Do Fundamental Bulk Shipping Indicators Say?

    The BDI (Baltic Dry Index) is a leading indicator for the bulk shipping industry. It’s a measure of the cost of shipping major bulk commodities on a number of shipping routes.

    By Santiago Solari
  • uploads///Analysts ratings
    Company & Industry Overviews

    What are Analysts Recommending for Navios Partners?

    Of the 12 analysts covering Navios Maritime Partners, two analysts have “buy” recommendations, seven have “hold” recommendations, and three have “sell” recommendations.

    By Anuradha Garg
  • uploads///
    Fund Managers

    What’s the Outlook for Star Bulk Carriers?

    If dry bulk demand picks up, Star Bulk Carriers (SBLK) with its large fleet would be in a position to capitalize on the upswing.

    By Santiago Solari
  • uploads///Port inventory
    Macroeconomic Analysis

    Falling Iron Ore Port Inventory May Be Positive for Dry Bulkers

    China’s iron ore port inventory has been declining consecutively for the past five weeks. For the week ending September 18, inventories stood at 80.55 million tons, according to the data collected from 44 ports in China by SteelHome.

    By Anuradha Garg
  • Energy & Utilities

    Must-know: Scorpio Tankers Ltd

    Trading at a market cap of $1.84 billion, the company records a dividend yield of 3.71% and a beta of 1.79.

    By Katie Dale
  • uploads///China iron ore inventory
    Macroeconomic Analysis

    China’s Iron Ore Port Inventory Remains Strong, Impacts Dry Bulkers

    The iron ore inventory levels at Chinese ports can impact purchasing decisions. When the Chinese market (MCHI) rises, shipping stocks tend to rise as well.

    By Anuradha Garg
  • uploads///RECI
    Macroeconomic Analysis

    China Real Estate Activity Fell Again in October

    China’s real estate climate index was at 93.34 in October. China’s real estate climate index has been on a broad downtrend since February 2013.

    By Anuradha Garg
  • uploads///Vessel prices
    Macroeconomic Analysis

    Dry Bulk Vessel Values Remain Weak: What Does It Mean?

    Dry bulk shipping vessel values usually show the expectations of future freight rates. Newbuilds’ rates gauge the long-term fundamentals.

    By Anuradha Garg
  • uploads///China coal imports
    Macroeconomic Analysis

    Dry Bulkers Reel as Seaborne Coal Trade Remains Weak

    While India could provide temporary relief to dry bulk shippers, its increasing domestic coal output doesn’t bode well for seaborne coal trade.

    By Anuradha Garg
  • uploads///BDI
    Macroeconomic Analysis

    BDI Fell to an All-Time Low, Outlook Is Bleak

    The BDI (Baltic Dry Index) fell for 21 straight sessions to an all-time low of 498 on November 20. This is the lowest value since the BDI started recording in 1985.

    By Anuradha Garg
  • uploads///China iron ore imports
    Macroeconomic Analysis

    China’s Iron Ore Imports Surge: Long-Term Sustainability Doubtful

    China’s iron ore imports in September were the highest level of 2015 at 86.1 million tons. This was a rise of 1.7% year-over-year and 16.2% month-over-month.

    By Anuradha Garg
  • uploads///BDI
    Macroeconomic Analysis

    Can Baltic Dry Index Make a Recovery Soon?

    The Baltic Dry Index has fallen 15.7% in the first 26 days of October. This is after a 1.2% fall in the month of September. Most of the fall is due to the Capesize rates decline.

    By Anuradha Garg
  • uploads///China coal imports
    Macroeconomic Analysis

    Will India Be Able to Fill China’s Growth Void for Coal Imports?

    For the first eight months of 2015, China’s coal imports have fallen by 31.4% YoY (year-over-year). In August, China imported a total of 17.5 million tons of coal—a decline of 17.7% month-over-month.

    By Anuradha Garg
  • uploads///Newbuild vessel prices
    Macroeconomic Analysis

    Newbuild Vessel Prices Remained Steady in July

    Newbuild vessel prices for all of the ship sizes remained constant in July 2015—compared to June 2015—according to data from Athenian Shipbrokers.

    By Anuradha Garg
  • uploads///Div yield comparison
    Earnings Report

    Navios Partners’ Dividend Shines Compared to the MLP Universe

    Navios Maritime Partners has maintained dividend yields above those of the broad MLP universe and energy MLPs.

    By Anuradha Garg
  • uploads///Iron ore imports China
    Macroeconomic Analysis

    How Big Is the Chinese Appetite for Iron Ore Imports?

    China’s iron ore imports in June came in at 74.96 million tons, 5.8% higher than the previous month and 0.5% higher than a year earlier.

    By Anuradha Garg
  • uploads///Iron ore inventory
    Macroeconomic Analysis

    Dry Bulk Shippers Concerned: Iron Ore Stockpiled at Chinese Ports

    When inventory levels are low, importers may restock, which would encourage iron ore shipments. However, when inventory levels are high, importers are likely to postpone new orders.

    By Anuradha Garg
  • uploads///Newbuild prices
    Macroeconomic Analysis

    Newbuild Vessel Prices Sink Lower Again in June

    Activity in the newbuild space is slowing down considerably, and faltering commodity demand in China is leading to negative sentiment toward the dry bulk shipping industry.

    By Anuradha Garg
  • uploads///BDI
    Macroeconomic Analysis

    A Rising Baltic Dry Index Is Good News for Dry Bulk Shippers

    Though the Baltic Dry Index has improved in the last two months, industry experts still believe that oversupply and weak demand growth will keep the BDI down for another year or so.

    By Anuradha Garg
  • uploads///China auto sales
    Macroeconomic Analysis

    China’s Slumping Auto Sales May Be Bad News for Dry Bulk Shippers

    Auto sales in China fell by 2.3% year-over-year in June to 1.8 million vehicles. China’s Association of Automobile Manufacturers has also lowered its estimate for auto sales growth in 2015.

    By Anuradha Garg
  • uploads///BDI
    Macroeconomic Analysis

    Baltic Dry Index Inches Up in June: Highest Level in 2015

    The BDI (Baltic Dry Index) is a leading indicator for the bulk shipping industry. It rose for nine consecutive days to reach a level of 779 on June 19.

    By Anuradha Garg
  • uploads///China iron ore imports
    Macroeconomic Analysis

    China’s Iron Ore Imports Decline: Pressures Dry Bulk Shippers

    China consumes close to two-thirds of the global seaborne iron ore. In 2014, China imported 932.5 million tons of iron ore—13.8% more than in 2013.

    By Anuradha Garg
  • uploads///BDI
    Macroeconomic Analysis

    Baltic Dry Index up 8% in May: Can the Momentum Continue?

    The Baltic Dry Index is a leading indicator for the bulk shipping industry. It tracks a number of shipping routes and the transportation costs.

    By Anuradha Garg
  • uploads///Soros Positions
    Energy & Utilities

    Why Soros upped its dry bulk investment, valued at $15 million

    Perhaps as a sign of confidence that dry bulk shipping companies will do well, Soros Management increased its position in the industry during the fourth quarter of 2013.

    By Xun Yao Chen
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