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GLG News by Boat Industry Experts

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Economou Deserving Of Some Criticism

June 16, 2009

CEO pilloried | www.tradewinds.no

While not the epitomy of evil that Jim Kramer describes, George Economou has lost his way somewhat.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Jinhui Shipping's Gloomy Outlook

June 4, 2009

Dry reality check | www.tradewinds.no

Jinhui Shipping (Oslo:JIN.OL) reported disappointing numbers coupled with a gloomy outlook on the near-term market, despite the recent recovery in dry bulk rates.  I agree with their market forecast, but Jinhui's near-term prospects have more to do with capacity.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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.

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