Terminal operators are expected to be neutral this year as the global proxy is resilient and weighs on rising retail prices and geopolitical uncertainty, according to analysis by Morningstar DBRS.
“We hope that volumes in our content terminals are supported by a largely resilient global proxy and a mature shipping industry that continues to adapt and evolve,” also that tariffs may have an impact, the financial reporting agency will be asked in an analysis released today.
Terminals must be in line with current recipes because, in addition to optimizing business cycles, “shippers face vertical integration with ports to gain greater synergies and for strategic reasons.”
As those prospects and even some geopolitical conflicts diminish, “the potential for additional conflicts to affect regional trade flows” remains, Morningstar DBRS warns.
The agency warns that energy security is now “as important as the energy transition” or powering or deactivating LNG (Natural Liquefied Gas) terminals in Europe.
The global content market is estimated to grow by 3.5% to 4.2% in 2025, so carriers and terminal operators adapt to changing economic and geopolitical scenarios.
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