DFRS LNG Shipping Outlook 2017 - Oversupply Will Weigh on What Fundamentally Is a Liquefaction Story
DFRS LNG Shipping Outlook 2017 - Tonnage Oversupply Will Continue to Weigh Despite new liquefaction capacity that will come online in 2017, the...
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Globalization May Be Going Extinct, Replaced by a New Global Populism
Brexit was the first visible symptom that of the rise of the more insular, economically viable, semi-protectionist nation state is stirring to...
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DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels
DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels In the current interest rate environment, we...
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Container Shipping - Spot Rates Now Filtering into Contract Rates, Indicating Big Positive Reversal
Container Shipping - Spot Rates Now Filtering into Contract Rates, Indicating a Big Positive ReversalIn our last...
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Trump and China; the Calm Before the Storm?
The new US administration is heading towards a stand-off with China over trade by eschewing the incremental approach of Obama’s administration in...
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