GLG News by Boat Industry Experts

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Mixed Reviews For DRYS

April 21, 2009

ATM completed | www.tradewinds.no

The injection of $500M in equity appears to have quelled the market's fear of default, but the near-term prospects for DRYS are mixed.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Panamax Market Prospects Ugly

March 25, 2009

Bulker bulge | www.tradewinds.no

Caught between an impending oversupply of Capesize vessels and a nearly equal deluge of new Supramax tonnage, Panamax owners face a bleak short-term market.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Norden Will See Opportunities In This Weak Market

March 16, 2009

Norden feels heat | www.tradewinds.no

Norden is one of the few dry bulk shipping companies that have over 100 vessels on the water.  A relatively minor player in liquid bulk shipping, Norden's exposure to the panamax sector will be its toughest test over the next two years.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Capacity Management Key For Container Shipping

March 16, 2009

Misery for Maersk | www.tradewinds.no

Currently, over 10% of the liner shipping fleet is idle as capacity additions exceed demand growth.  Far too much of this idle capacity is owned tonnage, rather than charter tonnage.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Supramax Market A Safe Bet

March 6, 2009

Eagle upgraded | www.tradewinds.no

2009-2010 will see extremely volatile and overall poor market conditions for dry bulk shipping.  However, the Handymax and Handy size segments will enjoy better conditions that the market average.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Chinese Port Investments Risky

February 24, 2009

Opportunities in China's Infrastructure for 2009 - Waterborne Transportation | keeglobaladvisors.typepad.com

Reportedly, China will invest $118B in new seaports, riverports and expansion of existing facilities.  Except for cabotage demands, such investments will exacerbate excess port capacity in the country.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Diana's Bear Market Just Beginning

February 19, 2009

Di on the money | www.tradewinds.no

Diana's overly conservative chartering strategy, which missed most of the boom market, will hurt even more in the bear market.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Despite Earnings Release, NM Is Underpriced

February 19, 2009

Navios net dives | www.tradewinds.no

Navios Maritime reported a 56% decline in earnings, consisting of several relatively small losses on warrants, swaps, doubtful FFA accounts and newbuild cancellation fees.  A signficant amount of the reduction in earnings was attributable to the spin-off of Navios Partners.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Supramax Market Players Well Positioned

February 17, 2009

Eagle cut to sell | www.tradewinds.no

The Supramax market is likely to be the most resilient during the coming weak 2009-2010 dry bulk markets due to growing demand and significant fleet age.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Not A Good Time To Be In The Bottom Of The Top 20 Liner Companies

February 17, 2009

Barge Rates Float Upward | www.americanshipper.com

As reported in Tradewinds, AXS-Alphaliner estimates that 392 containerships, representing 1.1M TEU's, is currently idle as carriers adjust capacity to weak demand.  An additional 1.8M TEU's in new capacity will enter the market this year.  AXS-Alphaliner estimates that excess capacity could persist until 2014.

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