TradeWinds looks at how geopolitics, trade tension, industry consolidation and regulations are affecting the top maritime region in terms of trade volumes.
1. Asian shipping seeks solutions amid geopolitical changeAs globalisation retrenches, shipping companies in Asia are eyeing shortsea shipping and logistics services.
2. China’s global infrastructure project under strainBeijing is preparing to host the world in a Belt and Road forum but faces a series of clashes and setbacks.
3. Chinese lessors seek to refine their business models in shippingDevelopments in ship finance have put shipowners on notice that China wants more for its money.
4. Chinese outpost in Sri Lanka gets India cargo boostThe greenfield port of Hambantota presents shifting geopolitical influences on the Belt and Road Initiative.
5. South Asian shiprecyclers say greener initiatives mean more expensive recyclingShiprecyclers in India, Pakistan and Bangladesh are willing to upgrade their facilities but think shipowners should be willing to accept lower rates.
6. South Asian shiprecyclers take EU compliance in strideYards say getting on list of approved facilities would be symbolically important but is not financially essential.
7. Yards counter tough shipbuilding market with consolidationMerger between Hyundai Heavy Industries and DSME is yet another example of industry consolidation amid limited newbuilding demand.
8. HHI-DSME merger draws praise at home but criticism beyond the peninsulaThe merger between two South Korean shipbuilding giants are not well received by foreign rivals.
9. Singapore yards to benefit from HHI-DSME integrationKeppel Offshore & Marine and Sembcorp Marine can grab market share as their South Korean rival needs to focus on integration.
10. Singapore’s offshore players bank on white knightsListed players have laid up their offshore support vessels after being shunned by banks in wake of market slump.
Sino-US tensions have hit Japan’s Big Three shipowners — but Tokyo’s global ambitions could grow seaborne trade. Source – Trade Winds. https://www.tradewindsnews.com/