FreightWaves • 23rd September 2020 Chinese container factories are now sold out until February Bullish signal: Strong demand for box equipment extends into 2021.
FreightWaves • 23rd September 2020 Container rates are on fire. How can you invest in that? Analysts point to upside prospects for container industry equities.
FreightWaves • 21st September 2020 COVID fears pummel already battered shipping stocks Ocean shipping stocks remain mired in a sea of red. A bad year is getting worse.
FreightWaves • 17th September 2020 Red-hot ocean rates could spark government intervention China could decide enough is enough if trans-Pacific rates rise too high.
FreightWaves • 14th September 2020 Tanker market is awash (again) in floating storage chatter Amid talk of more floating storage, Kpler data reveals most of round-one storage volume is still on the water.
FreightWaves • 11th September 2020 Legal noose tightens around container-ship drug gang As prosecutors rack up guilty pleas in 2019 case, more coke crosses via ship from South America to Europe in 2020.
FreightWaves • 9th September 2020 Container rate records are shattered as US imports surge U.S. importers now paying three times more per mile than Europeans for transport of Chinese goods.
FreightWaves • 8th September 2020 Shipping suffers wave of spills, fires, collisions and lives lost After decades of safety improvements, a deadly stretch of casualties for ocean shipping.
FreightWaves • 3rd September 2020 Disaster fallout: How global shocks are reshaping trade An interview with McKinsey partner Ed Barriball, who warns that global shocks will become more frequent.
FreightWaves • 3rd September 2020 Supertanker spot rates are crashing down to ‘opex’ levels Crude-tanker rates on the benchmark Middle East-Asia run are now deep in the red.
FreightWaves • 1st September 2020 Why Maersk axed Safmarine and Damco — and what’s next Layoffs loom. Maersk maintains changes are not about cutting costs amid COVID, but about improving service.
FreightWaves • 25th August 2020 What trade war? US imports from China are booming U.S. importers turn to Chinese sellers in the wake of COVID.
FreightWaves • 25th August 2020 New data trove reveals how COVID hit world trade Good news: Ocean volumes are recovering from COVID.
FreightWaves • 19th August 2020 World’s largest container line triples profits despite COVID The new normal for container shipping: active capacity management and digital spot bookings.
FreightWaves • 17th August 2020 Q&A: COVID, the rise of China, and the future of ocean shipping COVID-19 could ignite geopolitical clashes and cause “meltdown” in U.S. consumer demand.
FreightWaves • 14th August 2020 Hormuz tanker risk rises after US seizes Iranian cargoes Will Iran retaliate after America commandeers four Iranian gasoline shipments?
FreightWaves • 13th August 2020 Supertanker double-whammy: Less volume, shorter hauls Asia crude drawdown slashes both the “tons” and the “miles” in the ton-mile equation.
FreightWaves • 12th August 2020 Trans-Pacific ‘going crazy’ as demand defies pandemic pessimists Asia-U.S. ocean freight rates are hitting record highs as import demand outpaces vessel supply.
FreightWaves • 11th August 2020 Tanker major DHT is back in takeover mode When times get tough, crude-tanker owner DHT starts buying. Times are getting tough.
FreightWaves • 7th August 2020 Hopes for shipping M&A face reality check M&A is being blocked by weak share pricing among buyers and lack of desperation among sellers.
