AXSMarine

💡 Shipyard delivery times - the period between an order placement and the ship delivery to its owner - offer a critical view into yard capacity and market demand. 📅 Since 2020, the average delivery time has been gradually extending for Dry Bulkers, Tankers, as well as Container Ships. After 2022, the trend has been going upwards for all four major segments, including LNG carriers. 📈 📰 As a result, average delivery times are now approaching three years for Tanker vessels, while for LNG carriers, especially from China, they are approaching 4.8 years. 📊 Capesize Dry Bulkers ordered in 2024 can currently be expected to be delivered in 3.6 years on average. 👨💻 Our latest blog article dives deep in the current state of the newbuilding market for all vessel types in the global merchant fleet. 🔎 Find out how long it takes to have Dry Bulkers, Tankers, LNG carriers, and even Container Ships from China, Japan, and South Korea at https://bit.ly/40DvmlX.

💡 Bauxite is the ore used for aluminum production and the fourth most-commonly carried single Dry Bulk commodity, after Iron Ore, Steam Coal, and Coking Coal. 📊 ℹ️ So far in 2024, global Bauxite shipments have increased by about 11.8% year-on-year over the already record-breaking volumes shipped in 2023. 📈 🛳️ Can you guess which fleet segment transported the most of it?

📢 Our Sam Goh and Keston Chia were joined by Jan Tiedemann from Alphaliner for the KOBC Maritime Conference in Busan last week.   🤩 Jan showcased the latest market trends to everyone present, while discussions around #finance and #shipping defined the evening.   📸 Check out our guys on the spot below! 👇

🗳️ Last week, we asked you to guess which country ships the most Wood products (including Wood Chips, Wood Pellets, Woodpulp, and Plywood) to the EU on a yearly basis in relation to the upcoming EU Deforestation-free Regulation (EUDR). 🌳   ✅ As the vast majority of you voted, it's indeed Brazil. Over the past decade, Brazil has been transporting over 4.8m MT of Wood products on average per year to the EU, for a total of over 53.3m MT of cargo. This represents about 22.7% of all Wood products discharged throughout the EU over this period. Brazil’s market share was even larger prior to 2017, when it shipped almost 30% of all EU Wood products flows. So far in 2024, Brazilian Wood products, mainly Woodpulp, are going strong, with 4.6m MT of cargo discharged while also setting a record in May for the most prolific month on record. 📈   📊 The second-most prolific supplier of Wood commodities to EU countries is Latvia. Since 2014, Latvian Wood products shipments (primarily Timber, Wood Chips, and Wood Pellets) have notably increased to the point that they are currently almost equal to Brazil’s shipments in terms of tonnage so far in 2024. Current volumes indicate we may even see the strongest year of Latvian Wood shipment to the EU nations in two months’ time. 🔝   ℹ️ The Top 5 of seaborne Wood product shippers to the EU is completed by Estonia, the USA, and Sweden, holding market shares of 11.6%, 10.3%, and 6% on average over the past 10 years. Overall, EU Wood product flows registered an 11.9% year-over-year decrease following record 2022 shipments, with volume levels so far in 2024 suggesting an on-par total quantity with 2023 levels. ✅ 🗺️ With the upcoming EUDR in less than two months, about half of the total Wood products volumes currently being discharged across EU ports will be subject to the new regulations, with the other half classified as Intra-EU trades. 🌐   💡 With our Trade Flows solution, you are able to follow all major or minor Dry Bulk commodities and trade patterns in real time. Build your own models for any cargo and vessel movements, track all the trends relevant to you, and stay on top of the market.   👉 Follow us for more fun quizzes coming ahead!

📢 In a surprise move, CLdN last month announced a six-plus-four 1,127-TEU capacity lo-lo ship order at HD Hyundai Mipo Dockyard. CLdN’s CEO, Florent Maes, explains the rationale behind the further diversification into lo-lo shipping as it enables the leading Continent-UK/Ireland short-sea operator to also further increase its ro-ro footprint. 🗺️ 📅 For the past 30 years or so, the Cigrang family-controlled short-sea ro-ro operator CLdN has carried door-to-door containers as part of its rather unique cargo mix which also comprises unaccompanied trailers, new vehicles, and high & heavy rolling cargo. 🚢 ℹ️ Containers that are shipped the ro-ro way warrant faster transit times versus lo-lo, yet the flipside of the coin are the relatively large volumes of ‘air’ that are carried when containers are stowed on a ro-ro deck – even when double stacked. ⚠️ ✅ Check out this and other latest news for short-sea, deep-sea ro-ro freighters and ro-paxes in the latest issue of our monthly AXSRoRo newsletter and join our growing community at https://bit.ly/3XOzRqJ. 📰

🤩 Our Sam Goh was thrilled to meet up with some of our clients in Seoul!    🍽️ It was a great opportunity to unwind together and discuss their feedback on all things #maritime.   Get a glimpse of their evening below. 👇

⌛ Delivery time of newly-ordered Dry Bulkers continues increasing from less than 2 years in 2020 to almost 3 years measured so far in 2024. Such values have statistically been a rarity over the past three decades and are indicative of the increasing demand for new ships in the global fleet. 📈 📰 The trend for Tanker vessels is similar, with average delivery times also approaching 3 years in 2024. LNG carriers, in particular, which have always had a longer waiting time for newbuilds, can currently be expected to be delivered in just under 4 years after purchasing. 📅 ℹ️ Different shipbuilding countries offer different building times, with Chinese shipyards delivering new purchases in around 3 years on average, whereas Japanese shipbuilders maintain the lowest delivery times at about 2.6 years. ✅ 💡 Find out more details below: 👇

📢 Neudata's Paris Data Day for Investors 2024 is underway! 👀 Our Pierre MOREL, Oliver Hale and Hugo Rousse can't wait and be more thrilled to meet you at our booth. 🙌   ℹ️ The event will be key for investment managers looking for the latest trends in the alternative data landscape and demoing the most relevant use cases. 👨💻   💡 Find out more and reserve your spot at https://bit.ly/3zYhEzn 👈

⏲️ In just over two months’ time, the upcoming EU Deforestation-free Regulation (EUDR) will go into effect for medium & large operators and traders, with rules beginning to apply for micro and small enterprises at the end of June 2025. 📅 ℹ️ Commodities affected by the new regulation include Wood and Timber products, along with Palm oil, Cattle, Soy, Coffee, Cocoa, Rubber, and products derived from the listed commodities (such as beef, furniture, or chocolate). 🌳 Since 2017, Timber products such as Wood Chips, Wood Pellets, Woodpulp, and Plywood imported by EU countries exceed 20m MT per year, with record discharge levels measured in 2022, when over 26m MT of cargo was shipped. 🧠 Can you guess where most of these seaborne Wood Products originated from?

📢 In less than 24 hours, our Sam Goh and Keston Chia, along with Jan Tiedemann from Alphaliner, will have the pleasure of attending the KOBC Maritime Conference in Busan, South Korea!   ℹ️ The conference is part of the Busan Maritime Finance Week 2024 and will feature finance and shipping sessions, with topics such as Ship Investment and the Global Macroeconomic Prospects. China's Macroeconomic Trends and Prospects will also be covered, along with Dry Bulk- and Tanker Market-focused discussions. 🚀   🪂 In the afternoon, Jan Tiedemann will be a featured speaker during one of the Port and Shipping sessions, delivering the latest Container Market Trends and Prospects. ⚓   💡 Check out the full agenda at https://bit.ly/4eX2sSn 👈