FreightWaves • May 25, 2022 Russia tanker business is alive and well. Oil exports 'remain strong' Without sanctions, tankers will keep loading Russian oil. ‘We’re not taking a moral high ground,’ says Frontline’s CEO.
FreightWaves • May 20, 2022 Gimme shelter: Shipping stocks still rising amid Wall Street storm It has been a terrible year for the stock market, a great one (so far) for product tanker and dry bulk shipping stocks.
FreightWaves • May 18, 2022 Blockbuster container shipping results collide with sinking sentiment Zim continues to outpace growth rates of rival container shipping lines, but investor demand fears are on the rise.
FreightWaves • May 12, 2022 Has the peak of container shipping’s epic boom already passed? Ocean carrier Hapag-Lloyd sees consumer demand and spot rates slipping, with market highs in the rearview mirror.
FreightWaves • May 9, 2022 Shipping stocks take another beating, sinking by double digits Shares of ocean shipping companies have given back much of their 2022 gains after another big sell-off.
FreightWaves • May 6, 2022 The world is running short of diesel. Product tankers could win big The pain at the pump keeps getting worse. Bad news for consumers. Good news for owners of refined product tankers.
FreightWaves • May 4, 2022 China lockdowns are not causing shipping chaos, say liner CEOs ‘Right now, we don’t see a huge buildup of volumes because of the closedown in Shanghai,’ reports Maersk CEO Soren Skou.
FreightWaves • May 3, 2022 Demand for container equipment is falling. Transitory or turning point? New container prices, new production, lease rates, lease durations and used container prices are all down.
FreightWaves • April 25, 2022 Shipping stocks in crosshairs as fears mount on China, war, inflation Retail stock pickers seem increasingly nervous about shipping. Shares of dry bulk, tanker, container and mixed-fleet owners all fell.
FreightWaves • April 14, 2022 Commodity shipping stocks are trouncing Dow transport average Tanker, bulker and LNG shipping stocks rise as domestic freight and container stocks face pressure.
FreightWaves • April 7, 2022 $4.2B shipping ‘mega-merger’ would create ‘supersized tanker behemoth’ The biggest deal in tanker shipping history would merge Euronav and Frontline, but consolidation is no panacea.
FreightWaves • March 30, 2022 Retail boss warns on supply chain, likens demand risk to ‘Big Short’ Retailer confirms sharp drop in demand since Russia-Ukraine war and sees no supply chain relief.
FreightWaves • March 25, 2022 Biden-EU energy pact: LNG shipping game changer or wartime hype? U.S. LNG cargoes were already flooding toward Europe months before the new deal. Real progress seems years away.
FreightWaves • March 24, 2022 War and shipping stocks: Container, dry bulk, product tanker shares up Some shipping shares are rising because of war tailwinds. Others are rising despite war headwinds.
FreightWaves • March 23, 2022 Why Russia-Ukraine war has not ignited crude tanker rates (yet) Cost of shipping crude oil remains cheap, but tanker rates could jump if the war doesn’t end by fall.
FreightWaves • March 11, 2022 How container shipping’s historic boom funded a $2B cruise bailout COVID has been great for container shipping, terrible for cruising. What does this mean to MSC, which is big in both?
FreightWaves • March 9, 2022 Shipping mints even more money as supply chain squeeze drags on Liner company Zim expects to rake in a billion dollars more this year than in record-setting 2021.
FreightWaves • March 4, 2022 Russian invasion propels price of ship fuel to historic high The cost of the fuel consumed by the world’s commercial ships has skyrocketed — and it’s still rising.
FreightWaves • March 2, 2022 Tanker shares jump as war rages; other shipping shares mixed Tanker stocks favored by retail traders post big gains, while most container and dry bulk stocks hold steady.
FreightWaves • February 15, 2022 Supply chain signals: New container prices and production finally peak After last year’s historic run-up, factories are producing fewer containers and pricing of new boxes is down.
