FreightWaves • 25th November 2020 Frontline's disappearing dividend ‘speaks volumes’ on tanker fears Worries mount for crude tankers: dividend cuts, the pandemic, a stubborn floating-storage hangover … and now newbuild chatter.
FreightWaves • 25th November 2020 Ag export equation: Bulk surge, box squeeze, ‘reefer madness’ Bulk soybean and corn exports are way up, but containerized ag exports are waylaid by equipment shortfalls and Chinese inspections.
FreightWaves • 19th November 2020 COVID lockdown sequel threatens shipping demand As COVID hospitalizations surge and business restrictions mount, could U.S. importers be overshooting the mark?
FreightWaves • 18th November 2020 Maersk Q3 profits surge — and Q4 looks even better Maersk confirms that cargo demand looks strong through year-end, bucking the usual seasonal trend.
FreightWaves • 16th November 2020 Tanker shipping at risk of rare winter hibernation “Winter is Coming” is a warning in House Stark and (usually) a blessing for tankers. But there's nothing usual about 2020.
FreightWaves • 13th November 2020 Hapag-Lloyd: Box boom, capacity crunch may last into 2021 Hapag-Lloyd sees strength until “at least Chinese New Year” and a challenge to “get containers where they need to be.”
FreightWaves • 11th November 2020 Containers are ‘the new gold’ amid ‘black swan’ box squeeze There are not enough containers in China to handle all the U.S.-bound cargo — and box factories are now sold out into Q2.
FreightWaves • 9th November 2020 How vaccine and Biden victory will impact shipping The one-two punch of the Pfizer vaccine and Joe Biden’s victory will affect container and tanker shipping in multiple ways.
FreightWaves • 6th November 2020 LA box signal spikes and charter rates go ‘through the roof’ The trans-Pacific capacity crunch continues. Container volume that’s either inbound to Los Angeles or stuck at anchorage is surging.
FreightWaves • 5th November 2020 Crude vs. product tanker debate: Advantage product tankers? Euronav exec curses crude-tanker market (literally). Scorpio exec pitches product-tanker promise and throws shade at crude side.
FreightWaves • 4th November 2020 2016 vote sparked fireworks for shipping stocks. Repeat in 2020? A look back at the days after the 2016 presidential election and the strange case of “The Donald Trump Shipping Stock Boom.”
FreightWaves • 3rd November 2020 Matson offers inside glimpse of trans-Pacific pandemonium U.S.-listed carrier reveals the latest on trans-Pacific holiday rush, restocking, e-commerce spike and port congestion.
FreightWaves • 2nd November 2020 LNG shipping rates just hit $125,000 per day Positive COVID recovery signal: LNG shipping is behaving normally again, with a typical seasonal spike.
29th October 2020 Podcast: Maritime journalism in the time of COVID How COVID has accelerated changes already underway for maritime journalism and what it means to future coverage.
FreightWaves • 28th October 2020 Container sector scrambles to avert holiday ‘shipageddon’ The trans-Pacific market is bursting at the seams as shippers rush in holiday cargoes.
FreightWaves • 27th October 2020 Shipping climate clash: What it means to bottom lines What happens next at the IMO will affect oceangoing ship capacity — and freight rates — for decades to come.
FreightWaves • 25th October 2020 Mounting evidence that container spike could last into 2021 More recovery signals: container lease pricing up over 50% versus second quarter, new container prices up 40% year-to-date.
FreightWaves • 21st October 2020 Why crude-tanker collapse could be long and painful New Kpler data reveals slow pace of floating-storage unwind and steady fall in crude-tanker utilization.
FreightWaves • 19th October 2020 Container slots sell out, risking holiday ‘shipageddon’ On a collision course: holiday timing, surging consumer demand, thin inventories, and capacity constraints for container liners and ports.
FreightWaves • 16th October 2020 ‘Exit Strategy’: Clock is ticking for swashbuckling shipowners Sequel to “The Shipping Man” asks whether ESG will kill the old-school style of traditional shipowners.
