开头摘录
2
Shipping Market Review – November 2020
HEAD OF INNOVATION & RESEARCH
Christopher Rex, rex@skibskredit.dk
ANALYTICAL TEAM
Jonas Stenbjerg, Senior Analyst
Tore Hjelmager, Analyst
Jonas Hoffmann, Analyst
Sebastian Müllertz, Analyst
3
Shipping Market Review – November 2020
TABLE OF CONTENTS
A pathway to zero-carbon shipping, 4
Shipping markets at a glance, 20
Shipbuilding, 27
Container, 33
Dry Bulk, 39
Crude Tanker, 45
Product Tanker, 51
LPG Carriers, 57
Offshore Supply Vessels, 63
4
Shipping Market Review – November 2020
A PATHWAY TO ZERO-CARBON SHIPPING
5
Shipping Market Review – November 2020
The shipping industry is struggling to identify a clear pathway towards decarbonisation.
The asset base is owned by small and medium-sized players. The fragmented industry
structure complicates the articulation and development of an industry-wide strategy for
zero-carbon fuels. Many initiatives are currently being reviewed. Costs remain a major
issue. There is currently no zero-carbon fuel that can offer a global distribution network at
scale which is price competitive with current bunker fuels.
The short- and medium-term outlook is shrouded in uncertainty. The industry’s low return