- While US energy companies revealed cautious guidance at their 2Q25 earnings announcements, we remain optimistic on Seatrium and Marco Polo Marine while the recent rally of Yangzijiang's share price affirms improving sentiment, with valuations remaining attractive.
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Shifting sentiments.
- Global geopolitical tensions and US trade policies have exerted complex and uncertain forces on the shipping and offshore marine sector in 2025. While some sectors have seen shifts in trade routes and contracts, overall newbuild investments appear to be slowing down, although the notable push towards greener vessels remains ever present.
Moderated pace.
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- Despite the overall slowdown, investment in alternative fuel-capable vessels continues, with 55% of orders being for such units. While Hanwha Philly saw the first LNG carrier ordered at a US yard since the 1970s, a significant portion of its construction will be in South Korea, thus bringing into question how realistic the US trade policy is at present.
Offshore rigs a mixed bag.
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