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.