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.

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.

Jonathan Feffer, President

Jonathan FefferPresidentJF Maritime, Inc. 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.

Shipping demand drops

March 12, 2009

HPV Vaccine Stirs Economic Debate | wsj.com

drop in demand for containerized exports moved by sea drop in demand for materials imported by sea

Jonathan Feffer, President

Jonathan FefferPresidentJF Maritime, Inc. 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.

Over capacity of ship building

March 12, 2009

HPV Vaccine Stirs Economic Debate | wsj.com

Wrong time to increase ship building capacity Ramifications of governmnent-owned enterprises emphasizing domestic interest over market factors

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.

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.

Dry Bulk Rally Will Be Short Lived

February 17, 2009

ArcelorMittal predicts steel bounce-back | www.lloydslist.com

Minor movements in iron ore demand predictably pushed spot rates north.  Times will get better when contract negotiations are finalized, but the good times won't last through the summer.

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