FreightWaves • 7th August 2020Hopes for shipping M&A face reality check M&A is being blocked by weak share pricing among buyers and lack of desperation among sellers.
FreightWaves • 6th August 2020How are tankers coping with floating-storage hangover? Euronav and Scorpio Tankers highlight attractive fundamentals after floating storage wraps up.
FreightWaves • 5th August 2020Trans-Atlantic shipping sinks as trans-Pacific soars Ports on the Atlantic are losing imports from Europe as well as Asia.
FreightWaves • 29th July 2020Ship 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 • 20th July 2020Tanker rate puzzle gets even harder to solve Variables pile up: OPEC+ cuts, COVID, geopolitics, floating storage.
FreightWaves • 19th July 2020Fresh 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 2020Sky-high ocean shipping rates may have finally peaked U.S. shippers importing cargo from Asia are getting some price relief.
FreightWaves • 14th July 2020Tanker stocks are sinking toward the bottom Nordic American Tankers is the best stock performer among larger listed ship owners. Scorpio Bulkers is the worst.
FreightWaves • 9th July 2020Supertanker rates bounce back — stocks don't Tanker rates haven’t been this strong at this time of year for a half-decade.
FreightWaves • 7th July 2020Are trans-Pacific carriers guilty of price gouging? “Optics” are bad but freight pricing doesn’t appear to meet regulatory bar for intervention.
FreightWaves • 1st July 2020Seafarers still stranded at sea — and more test positive Shipboard COVID cases will make it even harder to roll back travel restrictions that block crew changes.
FreightWaves • 30th June 2020Need for speed drives ships toward Pacific ports E-commerce and coronavirus fallout are buoying container services from Asia to the West Coast.
FreightWaves • 26th June 2020A lost decade for shipping stocks Long-term institutional investors still steer clear of shipping shares — with good reason.
FreightWaves • 22nd June 2020Carrier 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.
FreightWaves • 17th June 2020Fewer trans-Pacific cuts signal 3Q demand on the mend New data reveals third-quarter ocean schedules still largely intact — a positive sign on cargo bookings.
FreightWaves • 16th June 2020Crew crisis is on verge of becoming global trade crisis Ships could be idled as thousands of seafarers refuse contract extensions.
FreightWaves • 15th June 2020US crude, gas and coal exports are all flashing red Warning sign for tanker investors as US crude exports begin to reverse course.
FreightWaves • 10th June 2020COVID second wave would slam ocean shipping Global trade could be the next casualty if the virus resurges, warns OECD.
FreightWaves • 9th June 2020China has become an even bigger US import source post-COVID COVID effects far from over, but more positive news on the trans-Pacific.
FreightWaves • 8th June 2020Can shipping shares catch wave of (ir)rational exuberance? The stock market is back to pre-COVID levels. Shipping shares still have some catching up to do.
