FreightWaves • February 14, 2022 Video: Shipping stocks surged — but haven’t peaked An interview with Jefferies analyst Randy Giveans on the outlook for liner and container-ship leasing stocks.
FreightWaves • February 14, 2022 Video Shippers face big risks from trans-Pacific contracts An interview with Patrik Berglund, CEO of Xeneta, on the unprecedented conditions in the long-term contract market.
FreightWaves • February 14, 2022 New wave of contracts will lock in much higher shipping rates Long-term contract rates are at record highs. Shipping lines hold all the cards at the negotiating table.
FreightWaves • December 15, 2021 Video: Supply chain squeeze ‘through most of 2022’ An interview with shipping veteran Jon Monroe on the current state of the trans-Pacific container shipping market.
FreightWaves • October 6, 2021 Video: Los Angeles port boss lays out congestion-fighting plan A new interview with Port of Los Angeles executive director Gene Seroka.
FreightWaves • August 5, 2021 Beware ‘nasty side effects’ if government targets ocean carriers “Be careful what you wish for,” warns industry expert Lars Jensen of proposals to rein in container shipping’s boom.
FreightWaves • August 3, 2021 In the eye of the congestion storm: Q&A with Port of LA’s Gene Seroka Los Angeles’ port boss speaks to American Shipper about congestion challenges — and potential release valves.
FreightWaves • April 29, 2021 Importers lost their pricing power. How should they adapt? Now that shipping lines hold the pricing cards, importers must reset strategies, says Sea-Intelligence’s Jochen Gutschmidt.
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 • December 9, 2020 Q&A: Flexport on 2021, container crunch and liner pricing coup The trans-Pacific surge will persist through Q1 and January could see all-time-high container volumes, predicts Flexport’s Nerijus Poskus.
FreightWaves • September 3, 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 • August 17, 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 • June 12, 2020 Q&A: Inside the high-stakes world of clandestine crude shipping An exclusive interview with Samir Madani, co-founder of TankerTrackers.com.
FreightWaves • June 4, 2020 Q&A: Inside the early warning system of global trade An exclusive interview with Sea-Intelligence CEO Alan Murphy on how canceled sailings can signal future demand.
FreightWaves • May 19, 2020 Q&A: Why Amit Mehrotra is still (very) bullish on transport stocks An exclusive interview with Deutsche Bank's Amit Mehrotra on what COVID-19 means to transport stocks.
FreightWaves • April 24, 2020 Q&A: Top economist on pandemic pain, lasting fallout IHS Markit's Paul Bingham predicts sustained 2020 weakness and higher long-term costs.
FreightWaves • April 14, 2020 How coronavirus ‘stress tests’ will change ocean shipping An interview with industry veteran Basil Karatzas on ocean shipping post-pandemic: What changes lie ahead for supply, demand, stocks and debt?
FreightWaves • March 25, 2020 Q&A: Flexport exec on coronavirus past, present and future An exclusive interview with Nerijus Poskus, global head of ocean freight at Flexport.
FreightWaves • March 6, 2020 Inside a Chinese factory in the time of coronavirus An exclusive interview with SIA Flexitanks CEO Damien McClean on what’s happening right now with Chinese manufacturing, trucking and ports.
FreightWaves • February 24, 2020 Q&A: Jefferies analyst on shipping stock rout and what’s next An exclusive interview with Jefferies analyst Randy Giveans on the coronavirus-induced shipping-stock collapse.
