TITLE OF PRESENTATION · Shipping Fleet Distinct Segments . Dry Bulk Barometer of Global Economy ....
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Transcript of TITLE OF PRESENTATION · Shipping Fleet Distinct Segments . Dry Bulk Barometer of Global Economy ....
Content
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Impact of Fuel Regulations
Segments: Dry Bulk, Tanker, Containers
The Emergence of Gas
Shipping Companies
Polling
Fuel 101 Bunker Vs Gasoil
Emission Control Areas Lower Sulfur Content
Emission Control Areas Lower Sulfur Content
Regulations Maximum Sulfur Content in Fuels
Fuel Market Changing Dynamics
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Increase in
Operating Costs
Distillates Vs
Bunker Market
Share
Gasoil Premium
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Evolution of Ship
Design
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Shipping Fleet Distinct Segments
Dry Bulk Barometer of Global Economy
Baltic Dry Index Link to Shipping Companies
Dry Bulk Capacity Control, China Demand
Slow Steaming Latent Capacity
Companies Exposed to Dry Bulk Market Share based on Revenue
Companies Exposed to Dry Bulk Market Share based on Revenue
Containers Under Pressure
Importance of Scale Cost Control
Containers Lack of Pricing Power
Congestion Causing Modal Shifts
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Companies in Container Shipping Market Share based on Revenue
Companies in Container Shipping Market Share based on Revenue
Tanker Markets Shifting Trade Flows
Tanker Markets Shifting Trade Flows
LNG Tankers Supply from New Capacity
LNG Tankers Consumption Demand
LNG Tankers Increase in Ton Miles
Panama
Canal
Cape
Horn
Companies Exposed to Tankers Market Share based on Revenue
Companies Exposed to Tankers Market Share based on Revenue
Shipping Stocks Trailing Benchmarks
Summary
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Regulations will Hurt Margins
Overcapacity Continues to be a Problem
Fuel Price Drop is Positive for Industry
Segments Like Tankers & LNG looks Positive
Companies may be in Better Financial Footing in 2015
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