GLG News by VLCC 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.

Demand Improvement Won't Help Dry Bulk

May 26, 2009

Bulker boomerang | www.tradewinds.no

Some iron ore contract renewals in Japan, impressive 1Q Chinese iron ore imports, and expectations of the impacts of stimulus packages have vastly improved market sentiment for a continued improvement in dry bulk shipping rates.  This is "irrational exuberance."

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.

Drewry's Outlook For Dry Bulk Overly Pessimistic

May 21, 2009

Dry looks dreary | www.tradewinds.no

Tradewinds reports on Drewry's latest forecast for dry bulk to remain depressed through 2014.  This is a very unlikely scenario.

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.

Difficult Year For Matson

May 7, 2009

Unparalleled drop | www.tradewinds.no

Matson Navigation parent, Alexander & Baldwin (Nasdaq:ALEX), reported that the company posted a $500k operating loss in the first quarter, compared with a $15.9m profit a year ago.

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.

2009 A Terrible Year For Container Shipping

May 5, 2009

Barge Rates Float Upward | www.americanshipper.com

AXS-Alphaliner, as reported in American Shipper, forecasts the top 20 container shipping firms will lose $4b in the first quarter alone.

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.

47% Decline In Ship Orders Actually Good News

April 29, 2009

Orders Collapse | www.tradewinds.no

The JSEA reported 2008 export orders were down 47% relative to 2007.  Given the state of the market, this is actually good news.

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.

Tanker Shipping - The Sky Is Falling

April 24, 2009

Tanker ratings hit | www.tradewinds.no

Apparently suprised by the imbalance between supply and demand, Cantor Fitzgerald downgraded most US-listed tanker stocks.

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.

High Quality Service Premium Very Small In Today's Market

April 24, 2009

Box Imports Fall Below 1 Million - Journal of Commerce | www.joc.com

Container shipping rates are low - for everyone

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.

Previous Page : 12345678910Next11 to 20 of 384

Leading institutions connect with members of the Energy & Industrials councils through GLG

Most Popular Energy & Industrials News