Clarksons Platou Securities has suggested newbuilding prices should spike given strong demand with the industry heading for conditions it has not experienced in a decade.
Its analysts are also playing down the impact of an escalating trade war initiated by the US, while incoming sulphur laws are adding an exciting narrative.
“We remain confident that the shipping cycle has turned inflationary and will remain so in the foreseeable future,” said analysts Herman Hildan, Frode Morkedal and Erik Hovi in the latest Shipping Biannual report.
