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 • 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 • 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 • 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 • 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 • 5th August 2020 Trans-Atlantic shipping sinks as trans-Pacific soars Ports on the Atlantic are losing imports from Europe as well as Asia.
FreightWaves • 29th July 2020 Ship orders collapse; will rate boom follow? New data reveals just how far ship orders have sunk. The less that are ordered, the higher future rates could climb.
FreightWaves • 19th July 2020 Fresh threat to US food exports: China COVID inspections A new interview with AgTC's Peter Friedmann on how China COVID fears affect U.S. food exports.
FreightWaves • 16th July 2020 Sky-high ocean shipping rates may have finally peaked U.S. shippers importing cargo from Asia are getting some price relief.
FreightWaves • 7th July 2020 Are trans-Pacific carriers guilty of price gouging? “Optics” are bad but freight pricing doesn’t appear to meet regulatory bar for intervention.
FreightWaves • 30th June 2020 Need for speed drives ships toward Pacific ports E-commerce and coronavirus fallout are buoying container services from Asia to the West Coast.
FreightWaves • 22nd June 2020 Carrier capacity cuts send trans-Pacific rates into orbit By artificially restricting capacity, carrier alliances have engineered rates higher and may book a profit this year.
