Lloyd's List • April 17, 2024 How could Middle East crisis play out for tanker exchange-traded fund? An interview with Breakwave's John Kartsonas on BWET and BDRY.
Lloyd's List • April 12, 2024 As tanker stocks rise, Frontline savours new high and Euronav is left out of the party Most tanker stocks are up double digits year to date, led by Frontline, climbing 23%. But Euronav is down 6%.
Lloyd's List • April 10, 2024 March transit data shows first month-on-month gain since July 2023 March transit data shows first month-on-month gain since July 2023.
Lloyd's List • April 4, 2024 MSC faces potential $63m FMC fine for actions during supply chain crisis Shipping Act violations of ‘iniquitous nature, vast extent and severe gravity,’ alleges FMC office
Lloyd's List • March 29, 2024 Transpacific contract negotiations going down to the wire The upside scenario for shipping lines – Houthi-inflated spot rates spur big gains in annual transpacific rates – is not happening, says Flexport.
INSIDE SHIPPING • March 20, 2024 The ‘vastly different’ time horizons of shipping bosses and investors There’s a common thread between criticism of container shipping’s ordering spree and investor chagrin over tanker dividends.
INSIDE SHIPPING • March 13, 2024 Liner execs downplay Red Sea upside, punishing their own shares Container shipping lines, much to the dismay of retail stock traders, have done little to support the bull case and have talked up the bear case.
INSIDE SHIPPING • March 6, 2024 2024 shipping stock surprises – and a look at the ‘Monday curse’ With the latest year-to-date performance stats on dry bulk, container line, container-ship lessor and tanker stocks
INSIDE SHIPPING • February 27, 2024 As the crude world turns: Tanker rates, sanctions, rising US exports The latest data on booming U.S. exports, resilient Russian flows, and how sanctions impact the price of Russian crude and freight.
INSIDE SHIPPING • February 21, 2024 China, Trump, war, deglobalization: The supply chain risk mix ahead How tariffs, trade disruptions and geopolitics could affect shipping rates, import flows and inflation.
INSIDE SHIPPING • February 16, 2024 As US military polices Red Sea, US trade is nowhere in sight – it all diverted U.S. import and export cargoes – from containers to gas to grains – are all going around the Cape of Good Hope. Have the Houthis already won?
INSIDE SHIPPING • February 14, 2024 Panama Canal added more reservations in January. It didn’t help – transits fell The Panama Canal increased daily reservation slots to 24 in January, up 9% from 22 in December. But even so, January transits fell versus December.
INSIDE SHIPPING • February 8, 2024 Red Sea crisis reality check: Supply chain ‘fluid,’ no ‘bonanza’ for container lines Executives of Maersk spoke in-depth on the Red Sea crisis during a Feb. 8 conference call, providing the first detailed insider view on what is actually happening in the market.
January 30, 2024 Is the Red Sea effect on container shipping being overblown? Houthi attacks and Red Sea diversions will not spur inflation or a new supply chain crisis, claims consultancy Drewry.
FreightWaves • January 29, 2024 Shipping faces lengthy disruptions as Middle East fallout worsens The Russia-Ukraine war led to enduring changes in shipping routes. War in the Middle East looks likely to do the same.
FreightWaves • January 26, 2024 Red Sea-driven surge in container shipping rates loses momentum Spot rates remain very high, but appear to have plateaued. The question ahead: Will they fall back after Chinese New Year?
FreightWaves • January 24, 2024 Shipping fallout from Red Sea crisis spreads to product tankers The initial effect of Houthi attacks was on containerized consumer goods. The attacks are now snarling seaborne fuel flows.
FreightWaves • January 22, 2024 Shipping and geopolitical risk: Don’t forget about Korean Peninsula Amid the focus on wars in Europe and the Middle East, North Korea’s threat to key exporting and shipbuilding nations grows.
FreightWaves • January 19, 2024 Panama Canal transits sink to new drought-driven low in December Monthly canal transits are now much lower than they were in 2015, the year before the Neopanamax locks went into operation.
FreightWaves • January 18, 2024 Container spot rates rocket even higher as Red Sea crisis drags on Container lines faced overcapacity and huge losses in 2024. Then the Houthis flipped the market in favor of container lines.