FreightWaves • September 13, 2021 Shipping stocks hit fresh highs amid COVID-era supply chain chaos Dry bulk and LNG shipping stocks now at 52-week peaks with container stocks not far from the top.
FreightWaves • August 6, 2021 Global demand isn’t booming. So why are shipping rates this high? Maersk results offer more evidence that capacity constraints and U.S. — not worldwide — demand drive rates.
FreightWaves • August 2, 2021 COVID threatens Chinese exports as US struggles to restock inventories U.S. inventory-to-sales ratio still historically low as key import source — China — faces growing delta variant risk.
FreightWaves • July 14, 2021 Los Angeles port braces for Yantian catch-up, peak season combo Wave of cargo delayed by COVID outbreak in Yantian, China, is starting to hit California’s already strained terminals.
FreightWaves • July 2, 2021 Container shipping’s stranger-than-fiction first half of 2021 California offshore traffic jam, Ever Given, Yantian closure, skyrocketing rates and volumes … what’s next for container shipping?
FreightWaves • June 30, 2021 How COVID variants could impact container and tanker shipping More problems loom for importers of Asian containerized goods and tanker slump could last even longer.
FreightWaves • June 28, 2021 How China became the big winner of the COVID era A year and a half after COVID emerged in Wuhan, China’s exporters, liners, shipyards and container factories are all booming.
FreightWaves • June 21, 2021 Mounting evidence that container crunch will persist until 2022 Americans are spending more on services. Contrary to predictions, this has yet to curb demand for containerized goods.
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.
