FreightWaves • December 4, 2023

‘Astronomical’ gain for dry bulk shipping but rally looks fleeting

Commodity shipping has a well-deserved reputation for extreme volatility. The rise and expected fall in dry bulk is a case in point.

FreightWaves • November 30, 2023

No reservation at Panama Canal? Prepare for a long wait

As the Panama Canal scales back on reservation slots, more ships without reservations wait longer to get through.

FreightWaves • November 21, 2023

Yet another shipping 'chokepoint' risk as Yemen rebels attack

Panama Canal restrictions force more ships to transit the Bab el-Mandeb Strait off Yemen, where they face a hijacking risk.

FreightWaves • November 17, 2023

China and global trade: Why stimulus is MIA and risks are rising

The era of rapid Chinese growth and large-scale government intervention is over, says China Beige Book CEO Leland Miller.

FreightWaves • November 9, 2023

Panama Canal crisis forces US farm exports to detour through Suez

U.S. agribulk exports to Asia are taking the longer route via the Suez Canal due to Panama transit restrictions.

FreightWaves • October 11, 2023

War in Israel: The new geopolitical flashpoint for ocean shipping

Geopolitics has always been a key driver of global shipping markets. How could the the war in Israel affect rates?

FreightWaves • October 4, 2023

Tide turning against 'hyper-dilutive' shipping stock sales

Investors have been burned for years by dilutive share offerings by micro-cap shipowners. Backlash is building.

FreightWaves • September 1, 2023

How have shipping shares performed versus broader stock market?

Have shipping stocks been a good bet? Here’s a look at their performance year to date and versus pre-COVID.

FreightWaves • August 24, 2023

How much money do shipping CEOs make? Here’s their 2022 pay info

Average CEO compensation rose as ocean shipping company earnings increased, fueled in many cases by share-based compensation.

FreightWaves • August 23, 2023

Shipping ‘traffic jam’ at Panama Canal: Why it’s not a crisis (yet)

Panama’s drought poses a serious challenge to the country’s canal operations, but fallout to global trade remains limited.

FreightWaves • August 18, 2023

There’s more coal being shipped by sea than ever before

The global coal trade is thriving, with dry bulk ships busy carrying the loads. As the West consumes less coal, Asia buys even more.

FreightWaves • August 7, 2023

Container shipping’s Danaos buys into dry bulk amid rate slump

Investors in Danaos thought they were buying a container shipping stock. Now they’re invested in dry bulk, too.

FreightWaves • July 27, 2023

Corporate governance in shipping: Who’s been naughty or nice?

Despite ongoing controversy over shareholder treatment, analyst Michael Webber says shipping is doing a better job.

FreightWaves • July 18, 2023

Container shipping stocks outperform despite market gloom

Shipping stocks in sectors with high deliveries of new ships are doing better than those with low orderbooks.

FreightWaves • July 12, 2023

How ‘historic’ decarbonization deal could inflate future shipping rates

The agreement should keep tanker and bulker orders in check, while increasing the risk of a future carbon tax on container shippers.

FreightWaves • June 29, 2023

Shipping faces fallout as China’s post-COVID rebound falls flat

Declining demand for Chinese exports and reduced stimulus options threaten bulk commodity import prospects.

FreightWaves • June 23, 2023

Controversy swirls over shipping stocks that sink as rates rise

Concerns over highly dilutive share offerings by microcap shipowners have been building for years. The debate just intensified.

FreightWaves • June 2, 2023

New way to place your bets on boom and bust of shipping cycle

Five years after bringing dry bulk freight futures to the masses, Breakwave makes a splash in tanker investing.

FreightWaves • May 9, 2023

Shipping stock sell-off: Shares down double digits since March

Is the sharp decline in shipping stocks a canary in the coal mine or an opportunity for investors to buy the dip?

FreightWaves • May 6, 2023

What will happen if Russia blocks Black Sea grain ships?

The war has stoked fears of global shortfalls of wheat, corn and fertilizers, but the flexibility of shipping trades has limited the risk.