FreightWaves • March 17, 2021 Deutsche Bank on import bonanza: ‘You ain’t seen nothing yet’ Deutsche Bank’s Amit Mehrotra on how long import surge could last and upside potential for container, dry bulk and tanker stocks.
FreightWaves • February 25, 2021 Ocean carriers hold all the cards in contract talks with shippers It’s not just small and midsized importers that face massive contract rate hikes. Even the biggest shippers will feel the pain.
FreightWaves • February 10, 2021 Container giant Maersk sees no letup yet in COVID-fueled cargo boom Maersk, the world’s largest container carrier, just reported record quarterly results. And its next quarter looks even better.
FreightWaves • January 27, 2021 Trans-Pacific trade crashes into max-capacity ceiling Asia-U.S. liner sailings are now being canceled because too many container ships are stuck at anchor off California.
FreightWaves • January 25, 2021 Crew in the crosshairs: Piracy, kidnappings, stranded by COVID In Africa, one seafarer is dead and 15 have been kidnapped. Worldwide, more seafarers are being barred from travel as COVID fears rise.
FreightWaves • January 22, 2021 COVID outbreak could cripple California container ports Nearly 800 dockworkers in California have COVID. Hundreds more are out due to quarantines. Pleas for fast-track vaccinations intensify.
FreightWaves • January 14, 2021 Inside California’s colossal container-ship traffic jam There are more container ships stuck off California than at any time since 2004. What’s behind the pileup? When can it be cleared?
FreightWaves • January 7, 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 • December 29, 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 • December 21, 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 • December 16, 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 • December 9, 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 • December 3, 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 • December 2, 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 • December 1, 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 • November 25, 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 • November 19, 2020 COVID lockdown sequel threatens shipping demand As COVID hospitalizations surge and business restrictions mount, could U.S. importers be overshooting the mark?
FreightWaves • November 18, 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 • November 16, 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 • November 13, 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.”
