FreightWaves • September 27, 2021 Power crisis deepens in Asia and Europe: What it means to shipping As some Chinese factories go dark, more delays for container imports but bullish sign for coal, LNG and oil shipping.
FreightWaves • September 20, 2021 Shipping stocks hammered as China fears intensify Dry bulk shares suffer double-digit declines, with tanker and container stocks also caught up in the sell-off.
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 25, 2021 Battle of the shipping booms: Containers ‘21 vs dry bulk ‘07-‘08 Container mega-spike recalls epic dry bulk run over a decade ago. Here’s a look back at the last time shipping had it this good.
FreightWaves • August 20, 2021 China bulker pileup dwarfs California container-ship gridlock Extreme measures to contain delta variant create unprecedented backlog of dry bulk ships off China.
FreightWaves • July 26, 2021 If coal is dead, then why are ships so full of it? Good news for dry bulk shipping stocks, bad news for decarbonization: The global coal trade is thriving.
FreightWaves • July 16, 2021 A cruel summer for shipping stocks as tide turns Despite epic container rates and hefty dry bulk profits, stocks fell by double digits over the past three weeks.
FreightWaves • July 11, 2021 How much do shipping CEOs make? (Here’s their pay info) An in-depth look at CEO compensation in container shipping, bulk shipping and the cruise industry.
FreightWaves • July 7, 2021 Ship values are soaring amid secondhand sales ‘frenzy’ More box ships, bulkers and tankers are changing hands than ever before — good news for ship values and stocks.
FreightWaves • June 28, 2021 No letup yet in dry bulk shipping’s ‘remarkable rally’ Rates for smaller bulkers remain at decade highs with most dry bulk stocks up triple digits since November.
FreightWaves • June 10, 2021 What $70+ oil means to container, tanker and dry bulk shipping Rising fuel costs are yet another woe for containerized cargo shippers, while widening spreads should benefit ships with scrubbers.
FreightWaves • June 6, 2021 What is the shipping cycle — and can it ever be tamed? Environmental regs could extend future dry bulk and tanker upside, while consolidation could change curve of container-shipping cycle.
FreightWaves • May 7, 2021 Container shipping boom is bleeding over into dry bulk Formerly containerized cargoes are being loaded onto bulkers. Box-ship orders are keeping future bulker growth in check.
FreightWaves • May 2, 2021 Which shipping stocks rose the most in wake of COVID pandemic? COVID has been great for stocks. In ocean shipping, container and dry bulk shares rode the wave. Tankers stocks sank.
FreightWaves • April 19, 2021 Shipping bulls are back: First container stocks, now dry bulk Dry bulk shipping rates are now double to triple five-year averages. Stock prices of dry bulk owners are on the ascent.
FreightWaves • March 26, 2021 Suez Canal crisis: Here are the cargoes in the crossfire The longer the Suez saga continues, the greater the container, tanker and dry bulk shipping impacts. There could be big losers — and winners.
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 • March 14, 2021 Minus $7,400 a day? How can shipping rates fall below zero? Tanker and bulker spot rates can go sub zero — some tanker rates are there now. What do the negative numbers really mean?
FreightWaves • March 12, 2021 Full steam ahead for Wall Street’s shipping stocks Container, dry bulk and tanker stocks push forward. Biggest winner since mid-2020: Danaos, up (this is not a typo) 1,202%.
FreightWaves • March 3, 2021 What new boom in vessel sales means to shipping stocks If ocean freight rates have legs, analysts see much more room for the secondhand ship values to run — which should, in turn, boost stocks.
