FreightWaves • 16th January 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 • 6th December 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 • 25th November 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 • 4th November 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 • 27th October 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 • 15th October 2020 How Panama Canal navigated COVID, drought and trade war Cargo mix and larger locks kept Panama Canal volumes rising despite headwinds.
FreightWaves • 8th October 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 • 6th October 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 • 5th October 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 • 25th September 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 • 21st September 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 • 8th September 2020 Shipping suffers wave of spills, fires, collisions and lives lost After decades of safety improvements, a deadly stretch of casualties for ocean shipping.
FreightWaves • 3rd September 2020 Disaster fallout: How global shocks are reshaping trade An interview with McKinsey partner Ed Barriball, who warns that global shocks will become more frequent.
FreightWaves • 25th August 2020 New data trove reveals how COVID hit world trade Good news: Ocean volumes are recovering from COVID.
FreightWaves • 17th August 2020 Q&A: COVID, the rise of China, and the future of ocean shipping COVID-19 could ignite geopolitical clashes and cause “meltdown” in U.S. consumer demand.
FreightWaves • 7th August 2020 Hopes for shipping M&A face reality check M&A is being blocked by weak share pricing among buyers and lack of desperation among sellers.
FreightWaves • 29th July 2020 Ship orders collapse; will rate boom follow? New data reveals just how far ship orders have sunk. The less that are ordered, the higher future rates could climb.
FreightWaves • 27th July 2020 Robinhood’s topsy-turvy Top 10 shipping stocks Robintrack.net data reveals what retail traders are buying and when. The question is: Why?
FreightWaves • 24th July 2020 Dry bulk shipping rates slashed in half Dry bulk was riding high just a few weeks ago. Now it’s taking a tumble.
FreightWaves • 22nd July 2020 Shipping stock pickers turn down the volume — way down An analysis of daily traded values and volumes of tanker and dry bulk stocks.
