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 • 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 • 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 • 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 • 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 • 15th October 2020 How Panama Canal navigated COVID, drought and trade war Cargo mix and larger locks kept Panama Canal volumes rising despite headwinds.
FreightWaves • 14th October 2020 Trump vs. Biden: How the winner could affect ocean shipping A “blue sweep” win for Democrats could be good for container ships, bad for tankers.
FreightWaves • 9th October 2020 Get ready for blowout Q3 results in container shipping Listed carriers are poised to post stellar third-quarter numbers on higher rates and volumes.
FreightWaves • 1st October 2020 NYSHEX, carriers push for more binding ocean shipping contracts As NYSHEX expands and Maersk Spot nears U.S. approval, ocean transport contracts could become more binding.
FreightWaves • 1st October 2020 US import bonanza could extend into 2021 on 'record' restocking ‘Get ready for the biggest restocking cycle on record,’ says Jefferies.
FreightWaves • 25th September 2020 How IMO 2020 turned into the Y2K of ocean shipping Marine fuel prices are down 30% year-on-year despite the IMO 2020 regulation.
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.
