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Market analyses by KfW IPEX-Bank

Maritime Industries: No ordering spree in container shipping in sight. A flash analysis.

Profits in the container shipping sector have risen remarkably during the COVID-19 pandemic. But has it also led to an increase in orders for newbuilds? Quite the contrary: the orderbook is still at a record low. And this at a time when a growing part of the operating fleet is approaching scrapping age. The current Flash Analysis explains the reasons why.

Published: February 2021

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The telecommunications sector – damaging the environment or saving it? A flash analysis.

Telecommunications companies are often said to have a positive influence on the global climate. But how green is the sector really? The advance of digitalisation also leads to higher greenhouse gas emissions and, in individual cases, has been identified as a potential climate change accelerator.

Published: February 2021

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After the 5G auction comes the real work: rollout. A flash analysis.

Germany's first 5G auction ended in mid-2019, marking a major milestone in introducing the 'key technology for digital transformation'. Which challenges still await the telecoms companies until full-scale 5G coverage? How will they be able to confront them?

Published: February 2020

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Who's afraid of Amazon? A flash analysis.

Digital players like Amazon are increasingly influencing operations in the air cargo industry, which will lead to lasting changes in the sector. How is the current situation and what kind of changes for the global air cargo industry can be foreseen?

Published: January 2020

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Blockchain bonanza in merchant shipping. A flash analysis.

Every piece of freight shipped involves around 30 people and more than 200 interactions. Approximately 50% of container transport costs are incurred as a result of communication and bureaucracy. Do blockchain applications have the potential to significantly reduce these inefficiencies?

Published: October 2019

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Flash Analysis: Airplane manufacturer

The "Made in China 2025" strategy has identified the aviation industry as one of the country's strategic growth industries. Around ten years ago, the state-owned Commercial Aircraft Corporation of China (Comac) presented its C919 narrowbody programme. Will Comac become a successful competitor for the Airbus-Boeing duopoly around the globe?

Published: April 2019

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LNG tankers. A flash analysis.

China plans to reduce air pollution in its large cities in part by replacing coal with gas. This has led to a swift increase in LNG imports, making China the world's second largest LNG importer. What does this mean for demand in the LNG tanker market?

Published: October 2018

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Blockchain in the energy sector. A flash analysis.

These days everyone seems to be talking about blockchain - in the financial and telecoms sectors in particular, millions have already been invested. In the energy industry, on the other hand, blockchain projects are still in the experimental phase. What opportunities can blockchain offer the energy industry? Will it even lead to a revolution?

Published: May 2018

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Service for wind turbines. A flash analysis.

The increasing demand for wind energy has made the market for operation and maintenance (O&M) of wind turbines a billion-dollar business – but how will this business field develop in the future? Will the market even consolidate in the medium term?

Published: May 2018

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Container shipping companies and big data systems. A flash analysis

Real time transmission of data: continuous consignment tracking and adjusting ship speeds for changing weather conditions save money. How else can the industry utilize big data to optimize yield and costs?

Published: March 2018

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'Big Oil' – Death of a business model? A flash analysis.

Throughout their long history, the world's major international oil corporations have overcome quite a few crises. However, their business model now appears to be under more threat than ever before. Is their business model at risk of becoming redundant?

Published: December 2017

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The future of sea ports. A flash analysis.

Automation in port terminals is just the beginning of a fundamental change in the global logistics industry. How can both port authorities and container terminal operators develop their business models to make the most of the opportunities presented by Logistics 4.0.?

Published: December 2017

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Maritime Industries. A flash analysis.

Changing regulations in the maritime industry will not only put cost pressure on shipping companies, it might also ease supply-demand imbalances. Will tightening regulations provide a silver lining for the merchant shipping sector?

Published: January 2017

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Utilities. A flash analysis.

The energy transition implemented in Germany has led to a huge expansion in wind and photovoltaic power systems as a result of subsidised feed-in tariffs. We are now on the brink of "Energy Transition 2.0": low-cost solar power and storage will prompt an increasing number of private households to become self-sufficient. But what opportunities do utilities still have to offer private customers attractive products?

Published: January 2017

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GDP growth and airline passengers. A flash analysis.

The relationship between GDP growth and air traffic development is the main driver in forecast models and therefore draws a lot of attention. It is generally acknowledged that the number of passengers at airports around the world grows at a rate of about 1.5 times that of worldwide GDP. But how true is this assumption nowadays?

Published: January 2017

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