FreightWaves • June 10, 2021 What $70+ oil means to container, tanker and dry bulk shipping Rising fuel costs are yet another woe for containerized cargo shippers, while widening spreads should benefit ships with scrubbers.
FreightWaves • June 6, 2021 What is the shipping cycle — and can it ever be tamed? Environmental regs could extend future dry bulk and tanker upside, while consolidation could change curve of container-shipping cycle.
FreightWaves • May 7, 2021 Container shipping boom is bleeding over into dry bulk Formerly containerized cargoes are being loaded onto bulkers. Box-ship orders are keeping future bulker growth in check.
FreightWaves • May 2, 2021 Which shipping stocks rose the most in wake of COVID pandemic? COVID has been great for stocks. In ocean shipping, container and dry bulk shares rode the wave. Tankers stocks sank.
FreightWaves • April 19, 2021 Shipping bulls are back: First container stocks, now dry bulk Dry bulk shipping rates are now double to triple five-year averages. Stock prices of dry bulk owners are on the ascent.
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 • 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.
