The world's car carrier orderbook is not ready to accommodate a surge in export demand brought on by changes in automobile manufacturing and new trade patterns.

In interviews with TradeWinds, analysts from Fearnley Securities and Clarksons both pointed to a very conservative baseline in ship supply. Despite this year's rash of orders, they believe supply will have a hard time catching up to demand for some time.

Fearnley Securities and Clarksons prefaced their remarks by disclosing that they are among the companies engaged