FreightWaves • July 27, 2023

Corporate governance in shipping: Who’s been naughty or nice?

Despite ongoing controversy over shareholder treatment, analyst Michael Webber says shipping is doing a better job.

FreightWaves • June 2, 2023

New way to place your bets on boom and bust of shipping cycle

Five years after bringing dry bulk freight futures to the masses, Breakwave makes a splash in tanker investing.

FreightWaves • November 22, 2022

Plunging spot rates drag down container shipping contract rates

Ocean carriers have been shielded by lucrative annual contracts with cargo shippers, but contract coverage is starting to crumble.

FreightWaves • October 19, 2022

Shifting tides: The fall of container shipping stocks, the rise of tankers

As container shipping stocks get battered by collapsing rates, tanker shares could be poised for a long bull run.

FreightWaves • October 13, 2022

Global trade at the crossroads: Risks from geopolitics, inflation loom

Supply chain planners will walk a precarious path in 2023, according to S&P Global transportation expert Paul Bingham.

FreightWaves • June 17, 2022

Retail slump? E-commerce sales still ‘stunning,’ clothing ‘crazy hot’

Retail sales are still up double digits compared to pre-COVID. Inventory-to-sales ratios have yet to fully recover.

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.