FreightWaves • September 20, 2021 Shipping stocks hammered as China fears intensify Dry bulk shares suffer double-digit declines, with tanker and container stocks also caught up in the sell-off.
FreightWaves • September 16, 2021 How high can container shipping profits go? Will 2022 top 2021? Liner profits still rising: second half looks stronger than first and Deutsche Bank sees even higher earnings next year.
FreightWaves • September 13, 2021 Shipping stocks hit fresh highs amid COVID-era supply chain chaos Dry bulk and LNG shipping stocks now at 52-week peaks with container stocks not far from the top.
FreightWaves • September 10, 2021 Container sector is so hot that ships rent for $200,000/day Demand for container ships is so extreme that some operators are paying unprecedented sums to rent them.
FreightWaves • August 25, 2021 Battle of the shipping booms: Containers ‘21 vs dry bulk ‘07-‘08 Container mega-spike recalls epic dry bulk run over a decade ago. Here’s a look back at the last time shipping had it this good.
FreightWaves • August 20, 2021 China bulker pileup dwarfs California container-ship gridlock Extreme measures to contain delta variant create unprecedented backlog of dry bulk ships off China.
FreightWaves • August 18, 2021 Supply chain ‘anarchy’ is gold mine for ocean carriers like ZIM Ocean carrier ZIM now expects to earn $4.8 billion-$5.2 billion this year — five times what it earned in 2020.
FreightWaves • August 2, 2021 Maersk posts blockbuster Q2 results — and Q3 looks even better Container giant earned $5.1 billion in the second quarter and expects earnings of $18 billion-$19.5 billion for the year.
FreightWaves • July 26, 2021 If coal is dead, then why are ships so full of it? Good news for dry bulk shipping stocks, bad news for decarbonization: The global coal trade is thriving.
FreightWaves • July 16, 2021 A cruel summer for shipping stocks as tide turns Despite epic container rates and hefty dry bulk profits, stocks fell by double digits over the past three weeks.
FreightWaves • July 8, 2021 Container lines set to topple quarterly profit records (again) New disclosures by lines point to massive ocean-carrier profits in the second quarter.
FreightWaves • July 7, 2021 Ship values are soaring amid secondhand sales ‘frenzy’ More box ships, bulkers and tankers are changing hands than ever before — good news for ship values and stocks.
FreightWaves • June 28, 2021 No letup yet in dry bulk shipping’s ‘remarkable rally’ Rates for smaller bulkers remain at decade highs with most dry bulk stocks up triple digits since November.
FreightWaves • June 23, 2021 More container ships score ‘astronomical’ $100,000/day rates There has never been a better time to own container ships and lease them to liners. But some owners are selling ships and cashing out.
FreightWaves • June 8, 2021 Inside container shipping’s COVID-era money-printing machine Congestion is cutting liner capacity just as freight rates are at all-time highs, incentivizing carriers to buy or charter more ships.
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 • June 2, 2021 Container ship scores ‘off the charts,’ ‘fantasy’ charter rate: $135,000/day Freight forwarder will pay “absolute historic high” to secure container ship as “people are panicking” amid “out of control” market.
FreightWaves • May 19, 2021 How ZIM, a smaller ocean carrier, is blowing away the big boys ZIM is the liner most exposed to upside from America’s import binge. It’s taking full advantage of the situation.
FreightWaves • May 11, 2021 Why Wall Street’s best-performing shipowner is building a war chest Danaos will stockpile cash from the current boom and spend it on new ships when environmental regs are clearer.
FreightWaves • May 10, 2021 Tanker rate boost from pipeline cyberattack could be fleeting Trans-Atlantic product tanker rates have spiked, but a quick pipeline restart would curb future upside.
