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.
FreightWaves • March 2, 2021 Is dry bulk shipping’s strange Q1 a sign of strength to come? The bosses of public dry bulk shipping companies claim that recent market oddities point to good times ahead.
FreightWaves • February 17, 2021 Shipping stocks are suddenly revving up across the board It’s not just container stocks rising. Shipping stocks are up for everything from bulkers to tankers to gas carriers.
FreightWaves • January 19, 2021 Dry bulk shipping revs up after ‘extraordinarily bad decade’ This has been the best January for dry bulk shipping rates in a decade. Is this the long-awaited turning point or yet another head fake?
FreightWaves • January 16, 2021 Ship fuel prices jump, spread widens. Is ‘scrubber’ revival nigh? Higher fuel prices are bad news for box shippers. Higher fuel spreads are good news for owners with scrubber-fitted fleets.
FreightWaves • December 6, 2020 Q3 stock recap: Ocean shipping’s winners and losers Container shipping stocks are back to pre-COVID levels whereas many tanker and bulker stocks are down by double-digits year-to-date.
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 4, 2020 2016 vote sparked fireworks for shipping stocks. Repeat in 2020? A look back at the days after the 2016 presidential election and the strange case of “The Donald Trump Shipping Stock Boom.”
FreightWaves • October 27, 2020 Shipping climate clash: What it means to bottom lines What happens next at the IMO will affect oceangoing ship capacity — and freight rates — for decades to come.
FreightWaves • October 15, 2020 How Panama Canal navigated COVID, drought and trade war Cargo mix and larger locks kept Panama Canal volumes rising despite headwinds.
FreightWaves • October 8, 2020 Can green shipping scheme lick ‘herding cats’ dilemma? Banks, charterers, shipowners and governments want to clean up ocean transport. Not necessarily in the same way.
FreightWaves • October 6, 2020 New ship orders sink as fear of future economic crisis grows Shipping CEOs see an increasing risk of a global economic crisis in the decade ahead.
FreightWaves • October 5, 2020 Dry bulk shipping rates have just hit a new 2020 high Another key bellwether — the cost of dry bulk freight — is pointing to an economic recovery.
FreightWaves • September 25, 2020 How IMO 2020 turned into the Y2K of ocean shipping Marine fuel prices are down 30% year-on-year despite the IMO 2020 regulation.
FreightWaves • September 21, 2020 COVID fears pummel already battered shipping stocks Ocean shipping stocks remain mired in a sea of red. A bad year is getting worse.
FreightWaves • September 8, 2020 Shipping suffers wave of spills, fires, collisions and lives lost After decades of safety improvements, a deadly stretch of casualties for ocean shipping.
