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The Marsoft October eBriefs for Dry Bulk and Tanker markets are now available
Marsoft’s Dry Bulk market outlook for the remainder of the year is cautiously optimistic: improved grains trade prospects, steadier iron ore imports, and the recent seasonal rebound in Asian coal flows have prompted modest upward revisions to our base case relative to last August. Looking at 2026 however, China’s slowing import demand, firm fleet growth throughout the year and the expected Red Sea normalisation in 26H2 point to a gradually softening balance throughout 2026, w
Oct 201 min read
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Marsoft’s outlook will be updated later this month in our Q32025 Release
Our team will shed light on the impact of all the pressing matters and uncertainty shipping is facing today: Red Sea diversions , OPEC ...
Aug 111 min read
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Kevin Hazel, a Partner at Marsoft, gives the latest Marsoft comment on Ukrainian Grain Exports
After peaking in the 2020/21 crop year at 580 million tonnes, the grain trade has now fallen over the past two years. The latest figures...
Jul 21, 20232 min read
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Truths and Misconceptions – in the Aftermath of the Market Boom Cycle
Our 23Q1 Containership report is out now. Below, Costas Bardjis reflects on some of the key points from the report. Following two years...
Mar 27, 20235 min read
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23Q1 LNGC and VLGC Reports Available
LNGC spot rates saw spectacular gains in October and November, with rates skyrocketing to more than $400,000 per day, before falling...
Mar 13, 20231 min read
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A Watershed Period for the Tanker Market
One year on from the start of the war in Ukraine, a lot has changed for the tanker market due to the significant role played by Russia in...
Mar 6, 20232 min read
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Port Delays and Dry Bulk Rates
A sharp drop in port delays, set against the backdrop of weak trade demand, was the key factor behind the swift retreat in dry bulk...
Mar 2, 20232 min read
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LPG Rates Waning as We Enter 2023
VLGG spot rates, which soared to new highs above $125,000 per day in the fourth quarter of 2022 on the heels of stronger Asian and...
Jan 18, 20231 min read
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A Tale of Two Halves
2022 was a tale of two halves for the dry bulk market, with a strong first half followed by a rapid retreat in the second half of the...
Jan 17, 20233 min read
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2022 Review - Tankers
2022 was impacted by the fallout from the war in Europe, subsequent sanctions on Russian exports, China’s Covid policy, and OPEC+’s...
Jan 11, 20232 min read
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Marsoft's 22Q3 Update
Things are changing fast in some of the major shipping sectors. Our quarterly reports discuss fundamentals in detail and provide...
Aug 23, 20222 min read
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How does the Russia-Ukraine war affect European coal imports?
The Russian-Ukraine War is wreaking havoc on European energy markets, and while the oil and gas markets have drawn the most attention,...
Jul 7, 20222 min read
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MARSOFT’S JUNE 2022 eBRIEFS now available
The June eBriefs examine the impact and key developments affecting the dry bulk and tanker markets arising from the impact of the...
Jul 3, 20221 min read
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22Q2 Containership and Gas Market Reports are now available
Our Containership Market Brief looks at stormy weather ahead but is optimistic that the re-opening of the Chinese economy and the...
Jun 10, 20221 min read
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22Q2 DRY BULK AND TANKER MARKET QUARTERLY REPORTS
Our 22Q2 Dry Bulk and Tanker reports are out now. The discussion includes: Sanctions against Russia already making a shift in trading...
May 26, 20221 min read
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SHARP PLUNGE IN LNG SPOT RATES
Hauke Kite-Powell observes LNG tanker spot rates have fallen below $30,000 per day in January as a significant shift of US exports from...
Jan 31, 20221 min read
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The rise and fall of LNGC rates
After averaging well into six figures during the fourth quarter of 2021, LNGC spot rates have tumbled in recent weeks and are now...
Jan 11, 20221 min read
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Marsoft's Dry Bulk eBrief looks at prospects for 2022
While the proposed ban on Indonesian coal exports for January may still be a risk factor for the dry bulk market in the very...
Jan 11, 20222 min read
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2022 could see a reversal in fortunes
The shipping markets have taken owners on a wild ride in 2021. Containership rates have been soaring for a while now, and while they...
Dec 20, 20212 min read
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PROSPECTS FOR LNG GROWTH
Over 20 projects with some 242 mt/y of new LNG export capacity are scheduled to make Final Investment Decisions (FID) in the remaining...
Sep 2, 20212 min read
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