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Keeping a good lookout...
At times of uncertainty and market volatility you need robust forecasts that
combine real insight with in-depth sector understanding.

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Drewry AIS Analytics
14 Mar 23: This week we provide 3 new AIS fleet performance metrics reports for
Dry Bulk, Crude and Product Tanker vessel segments.

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Container Insight (Update)
02 Feb 2023: Maersk tells Drewry that its integrator strategy was incompatible
with being part of an alliance.

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of the maritime industry.

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10 Nov 22: Drewry urges shippers to start planning for decarbonisation in
shipping, warns of up to $14 billion in extra costs, launches new service.

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commercial or technical due diligence, we bring know-how, rigour and objectivity
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support shippers through the ocean freight procurement process.
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CONTAINER SHIPPING FINANCIAL INSIGHT - MARCH 2023

10 Mar 23: Barring a few players, most container shipping companies recorded a
positive stock return on YTD basis compared to the double-digit declines in
2022.
Container Shipping


INDIA'S GAIL LOOKS TO IMPORT ETHANE VIA VLECS

03 Mar 23: India’s primary gas pipeline operator, is seeking to revolutionise
its petchem facilities by replacing current feedstocks with ethane imported from
the US to compensate for the shortfall caused by the government’s prioritisation
of natural gas.
Gas Shipping


CONTAINER SHIPPING STOCK PRICES RESILIENT DESPITE FALLING SPOT RATES

Despite record profits in FY22, major liners witnessed declining profits in
4Q22. EBIT for Hapag-Lloyd and Maersk slumped by about 35% and 46% QoQ in 4Q22.
Accordingly, we have significantly downgraded our industrywide 2023
profitability estimate.
Container Shipping


DESPITE STRONG LONG-TERM INVESTMENT CASE, LOOMING UNCERTAINTIES DAMPEN OUR
NEAR-TERM OUTLOOK

At the current multiple (EV/EBITDA), the sector is trading at a ~20% discount
when compared with the long-term average.
Ports and Terminals
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CONTAINER FREIGHT RATE INSIGHT (ANNUAL SUBSCRIPTION)

The world’s first and only global source of container spot market freight rates
on all the major routes. An essential reference for importers, exporters,
freight forwarders and other industry stakeholders requiring up-to-date and
independently researched container shipping cost benchmarks.
Container ShippingLogistics Management


CONTAINER FORECASTER (ANNUAL SUBSCRIPTION)

Widely regarded as the go-to reference for the global container industry, this
product provides comprehensive market forecasts and analysis for container trade
and port volumes, global supply and demand, trade route analysis and much more.
All quarterly report updates are accompanied by tables, charts and graphs in MS
Excel format.
Container Shipping


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How do your container shipping costs compare with your peers...? Our
Benchmarking Club allows participating members to confidentially benchmark their
contract shipping costs against their peers based on genuine, shipper-only, buy
rate comparisons. Combine benchmarks and market intelligence with unique rate
forecasts to maximise your procurement results.
Container ShippingLogistics Management


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The Ports and Terminal Insight is a quarterly report (PDF) covering the latest
developments in the container ports and terminals market. It looks behind the
data and topical issues to answer both the ‘cause’ and ‘effect’ questions that
matter most to senior industry stakeholders. Quarterly reports are now
accompanied by monthly supplements providing a detailed picture of regional port
throughput and efficiency (powered by Drewry AIS).
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DRY BULK FORECASTER (ANNUAL SUBSCRIPTION)

--------------------------------------------------------------------------------

QUARTERLY IN-DEPTH MARKET FORECASTS · LATEST RELEASE 01 FEB 2023

--------------------------------------------------------------------------------

Drewry’s recently revamped Dry Bulk Forecaster provides five year forecasts,
assessments of charter activity freight rates and forecasts of Handymax,
Handysize, Panamax, and VLOC supply and demand. All quarterly report updates are
accompanied by tables and charts in MS Excel format. A Dry Bulk Forecaster
annual subscription now includes FREE Monthly Supplements.

--------------------------------------------------------------------------------

Learn more


REEFER SHIPPING FORECASTER (ANNUAL SUBSCRIPTION)

--------------------------------------------------------------------------------

QUARTERLY IN-DEPTH MARKET FORECASTS · LATEST RELEASE 01 FEB 2023

--------------------------------------------------------------------------------

The package includes the Reefer Annual Review & Forecast, together with three
concise quarterly Reefer Forecaster reports, delivering a full and up-to-date
picture of the reefer shipping market for the duration of your subscription (12
months).

--------------------------------------------------------------------------------

Learn more

--------------------------------------------------------------------------------

View more


NEWS

10 Nov 2022


DREWRY URGES SHIPPERS TO START PLANNING FOR DECARBONISATION IN SHIPPING, WARNS
OF UP TO $14 BILLION IN EXTRA COSTS

10 Nov 22: The imperative to decarbonise the global shipping industry is clear
and present, however, many of the world’s largest shippers are insufficiently
informed about the full implications of the forthcoming new emissions
regulations.
Read more
07 Nov 2022


INFLATION STALKS VESSEL OPERATING COSTS

07 Nov 2022: Vessel operating cost inflation accelerated in 2022 on mounting
worldwide macroeconomic price pressures, despite some receding of Covid-19
related costs.
11 Oct 2022


PORTS FACE MORE DISRUPTION FROM STRIKE ACTION AS COST-OF-LIVING CRISIS BITES

11 Oct 22: Fast rising cost of living crisis to precipitate more labour disputes
across developed markets as dock workers seek to make up for rampaging price
inflation, heaping more disruption on congested ports.
16 Aug 2022


REEFER CONTAINER FREIGHT RATES STABILISING BUT TO OUTPACE DRY BOX PRICING

16 Aug 22: Reefer container freight rates rose over 50% in the year to 2Q22,
matching gains made in dry cargo pricing, and are estimated to increase further
in 3Q22, outgunning dry box rates. But some stabilisation in reefer container
freight pricing is anticipated by year-end followed by a modest decline through
2023, as cargo owners push back on unsustainable freight rate increases,
according to Drewry’s recently published Reefer Annual.
View all News


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