Lloyd's List • December 28, 2024

Trump claims Chinese troops run canal. ‘Nonsense,’ retorts Panama’s president

‘There are no Chinese soldiers in the canal, for the love of God,’ says Jose Raul Mulino, president of Panama

Lloyd's List • December 22, 2024

Trump to Panama: Reduce ‘ridiculous’ tolls or US will take back canal

‘This complete rip-off of our country will immediately stop,’ says Trump

Lloyd's List • December 18, 2024

The Daily View: It’s the demand, stupid

IN 1992, US political strategist James Carville coined the phrase “It’s the economy, stupid”. A variant for global bulk commodity shipping: “It’s the demand, stupid.”

Lloyd's List • December 17, 2024

Commodity shipping rates sink to new 2024 lows in ‘winter of discontent’

Tankers, bulkers and LNG carriers simultaneously and counter-seasonally slump

Lloyd's List • December 12, 2024

If stocks keep sinking, should owners keep buying back their own shares?

Listed owners pile more cash into buybacks as share prices continue to slump

Lloyd's List • December 4, 2024

The rise and fall of bulk shipping stocks — and the rise and rise of container stocks

Tanker, dry bulk and gas carrier shares are down year to date, whereas container shares have outpaced the broader stock market

Lloyd's List • November 26, 2024

Shipping M&A 2025: Not as strong as 2024 but deal flow may surprise to upside

Hurdles to shipping M&A have increased but the potential for new deals remains

Lloyd's List • November 8, 2024

Shipping execs weigh in on Trump 2.0, downplaying potential negatives

Chief executives of listed tanker and bulker owners see limited tonne-mile fallout

Lloyd's List • October 29, 2024

Bulk commodity shipping faces lacklustre demand growth, end to disruption upside

Tanker rates profitable but disappointing; dry bulk, LNG and LPG rates notably weak

Lloyd's List • October 25, 2024

PODCAST: Shipping corporate governance: the good, the bad and the ugly

An in-depth interview with analyst Michael Webber on listed shipowners' corporate governance

Lloyd's List • October 22, 2024

Dry bulk sentiment sours as spot rates continue to slide

Capesize and supramax rates fall to Q1 levels; Panamax rates sink to year-to-date low

Lloyd's List • October 17, 2024

Shipping splits into ‘parallel universes’ as global trade continues to decouple

Disruptions from global conflicts collide with record-high global trade flows

Lloyd's List • October 16, 2024

Panama Canal Authority hiked profits amid historic drought despite declining transits

Transits fell 29% in FY24 but ACP revenues were steady versus FY23 and net income rose 8%

Lloyd's List • September 25, 2024

Container and dry bulk shipping stocks are outpacing tanker shares

Investors are betting that US port strike will boost container liner stocks

Lloyd's List • August 21, 2024

Shipowners still adding more scrubbers, via newbuildings not retrofits

Escalating scrubber use equates to ongoing strong demand for high-sulphur fuel oil.

Lloyd's List • August 16, 2024

How have shipping stocks fared in aftermath of summer sell-off?

Shipping shares regain some ground, but year-to-date performance mixed

Lloyd's List • August 2, 2024

Shipping shares fall sharply amid widespread Wall Street sell-off

US-listed shipping stocks are getting hammered along with the rest of the market.

Lloyd's List • July 16, 2024

What could a second Trump presidency mean for shipping — and shipping stocks?

As the odds of a second Trump presidency increase, analysts mull the financial impact

Lloyd's List • June 27, 2024

How Star Bulk merger succeeded amid shipping consolidation ‘failure’

Self-serving behavior of executives of listed shipping companies is still holding up M&A

Lloyd's List • June 22, 2024

Lionel Messi’s fashion royalties and shipping’s road to Nasdaq

Some shipping listings are acquired from public companies that have nothing to do with shipping — which makes for some colourful Nasdaq origin stories.