FreightWaves • 7th January 2021 ‘Blue wave’ stimulus could spur import surge on top of surge A Biden administration teamed with a Democratic Congress should lead to even more stimulus, a recipe for even more container imports.
FreightWaves • 29th December 2020 Top stories of 2020: Inside ocean shipping’s wild ride A look back at 2020's shipping roller coaster: how container sector emerged as ‘surprise rock star’ and tankers peaked early, then plunged.
FreightWaves • 21st December 2020 Container shipping 2021: Hangover or party on? Container imports far exceed sales, raising concerns that 2020’s transport binge could lead to a big headache in 2021.
FreightWaves • 16th December 2020 Container ports are booming — and not just on West Coast Container flows into U.S. ports have grown faster over the past three months than they have at any other time in the past decade.
FreightWaves • 9th December 2020 Q&A: Flexport on 2021, container crunch and liner pricing coup The trans-Pacific surge will persist through Q1 and January could see all-time-high container volumes, predicts Flexport’s Nerijus Poskus.
FreightWaves • 3rd December 2020 Bulk booze by sea: Shipping wine in the time of COVID The pandemic is driving people to drink more. Bulk ocean shipments of wine in flexitanks are up 25%-30% this year.
FreightWaves • 2nd December 2020 How the Panama Canal traffic jam is affecting ocean shipping Panama Canal congestion is not impeding transits of container ships but it is pumping up spot rates for LNG and LPG carriers.
FreightWaves • 1st December 2020 Wall Street’s incredible shrinking shipping stocks The total market capitalization of U.S.-listed ocean shipping stocks has plunged 34% in 2020, but there are reasons for hope in 2021.
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 • 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.
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 • 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.
