Quarterly Shipping Update: Q2 Actuals vs Forecast

As Q2 came to an end, we analyse the actual data vs our forecast sector by sector, including latest developments going into Q3. We have also added updated peer tables for each sector.

Key takes:

  • Oil Tankers (BUY) and Dry Bulk (BUY) in-line with our forecast
  • LNG Carriers (BUY) rallying to unseasonal highs
  • LPG Shipping (BUY) disappointed in 2Q18, but short-term improvements are underway. 
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