Shipping Market Insight

The supply and demand status of container ships/dry bulk carriers/tankers/LNG carriers analyzed in March has been updated. This report is updated on a quarterly basis to provide a macro investment perspective. Ref) Inspection of market conditions by ship type/year (Forecast) (‘22/3M) (tistory.com) Inspection of market conditions by ship type/year (Forecast) (‘22/3M) Among the various ship types ..

Forecast 2022. 6. 30. 09:00

Further progress regarding the labor-management agreement for the western port of the United States has not been disclosed, but it is understood that it is taking time to negotiate port automation, which is directly related to jobs. Let's take a look at the situation so far. Labor-management negotiations have been in progress since May 10, 2022, and negotiations were temporarily suspended on 5/2..

Special Report 2022. 6. 29. 09:00

On June 23, the dry freight rate index (BDI) closed at 2,331, down 247 points from last Friday. In the bulk carrier market this week, BDI fell due to a sharp decline in Cape, but Panamax and Supramax market conditions remained relatively solid. 1. Capesize Weekly Trend 1-1. Weekly Market Briefings Even after the Shanghai lockdown was lifted, construction operations did not return to pre-lockdown..

Dry Bulk 2022. 6. 28. 09:00

The global container freight rate index(SCFI), which saw its rise in five weeks last week, declined for the second week in a row. SCFI recorded 4216.13, down 5.83 points from the 17th. The overall index decline was not large, but the rise and fall of some routes were sharply divided. Freights on the East Coast and West Coast routes to the Americas fell by $269 and $111 per 1TEU (6m length contai..

Container 2022. 6. 27. 14:03

In the 26th week, BDI and SCFI predicted values and actual values are compared and tested. 1. Last Week’s forecasts 1-1. BDI, Actual Vs. Predicted Date Last week Forecast Actual BDI MAPE(%) Accuracy(%) ‘22/25W(6/20~24) 2,416.467 2,422.80 0.3% 99.7% 1-2. SCFI, Actual Vs. Predicted Date Last week Forecast Actual SCFI MAPE(%) Accuracy(%) ‘22/25W(6/20~24) 4,218.104 4,216.13 0.1% 99.9% The prediction..

Forecast 2022. 6. 26. 09:00

SCFI rates ended a four-week uptrend. SCFI, a global shipping rate index, recorded 4221.96 as of the 17th, down 11.35 points from the previous week. The SCFI peaked above the 5,100 level for the first time in January, and fell for the 17th week in a row. Since then, the decline has decreased, and then rebounded on the 20th of last month for the first time in 18 weeks. It continued its upward tre..

Container 2022. 6. 22. 09:00

The Baltic Dry Index (BDI) on June 17 closed at 2578, up 258 points from last Friday. Following the previous day, the bulk market recorded an upward trend due to the steady inflow of new cargo volume from all ships. The Cape market continued its upward trend with strong demand in both waters. The uptrend in the FFA market and the increase in shipments at the end of June from Western Australia le..

Dry Bulk 2022. 6. 21. 09:00

In the 25th week, BDI and SCFI predicted values and actual values are compared and tested. 1. Last Week’s forecasts 1-1. BDI, Actual Vs. Predicted Date Last week Forecast Actual BDI MAPE(%) Accuracy(%) ‘22/24W(6/13~17) 2,411.164 2,394.20 0.7% 99.3% 1-2. SCFI, Actual Vs. Predicted Date Last week Forecast Actual SCFI MAPE(%) Accuracy(%) ‘22/24W(6/13~17) 4,241.340 4,221.96 0.5% 99.5% The prediction..

Forecast 2022. 6. 19. 09:33