FreightWaves • October 2, 2022

If supply chain crunch is finally easing, why is inflation so high?

Measures of supply chain bottlenecks, cargo transit times, bookings and spot rates are all down, yet inflation remains historically high.

FreightWaves • September 20, 2022

Red flag: Shipping lines suddenly a lot less interested in renting ships

Container lines are pulling back fast from the ship-leasing market, signaling less confidence in future freight income.

FreightWaves • September 13, 2022

LNG shipping rates top $100,000/day, oil tanker rates still rising

Tanker stocks are proving to be a shelter from the Wall Street storm as demand grows for ships that transport oil and natural gas.

FreightWaves • September 9, 2022

Shipping’s China syndrome: Demand sinks across multiple cargo markets

Shipping volumes are weakening in and out of China. Is this a temporary pullback or a sign of more serious trouble ahead?

FreightWaves • September 7, 2022

Cruel summer for container, dry bulk stocks as sun shines on tankers

Container and dry bulk shares soared last year, leaving tanker stocks behind. This pattern has now reversed.

FreightWaves • August 25, 2022

Will energy transition lead to boom or bust for crude tankers?

Just two supertankers have been ordered in the past 14 months, raising the risk of a future shortfall in oil transport capacity.

FreightWaves • August 24, 2022

Price of LNG goes stratospheric. Will LNG shipping rates follow?

The Russia-Ukraine war caused demand for LNG to surge. Owners of LNG carriers are in prime position to profit this winter.

FreightWaves • August 17, 2022

Container line Zim hit by exposure to falling spot rates

Trans-Pacific spot container shipping rates continue to head lower. Zim appears more at risk than some of its rivals.

FreightWaves • August 16, 2022

The plunge in dry bulk shipping: Ominous signal on China’s economy?

Rates and sentiment in dry bulk shipping have fallen hard. Economic pressures in China appear to be a major culprit.

FreightWaves • August 15, 2022

Five years on Wall Street: Shipping’s exits, arrivals, whales and minnows

The latest shipping company poised to delist has a market cap of $3.9 billion. The latest new entrant’s market cap is under $20 million.

FreightWaves • August 11, 2022

Hapag-Lloyd CEO: US consumer still ‘holding up,’ demand not collapsing

Hapag-Lloyd bookings point to a gradual unwind of the container shipping boom, not a crash.

FreightWaves • August 10, 2022

Tanker shipping stocks pull away from the pack, hitting fresh highs

Tankers stocks are doing great. Dry bulk and container stocks temporarily stopped the bleeding. “Maxim stocks” still underperform.

FreightWaves • August 8, 2022

No precipitous plunge in container shipping rates, just ‘orderly’ decline

Port congestion and voyage cancellations by shipping lines are preventing a steeper slide in spot container freight rates.

FreightWaves • August 5, 2022

War effect on crude trade: Long-lasting and just beginning

It looks increasingly likely that war-driven changes to global crude flows will persist for an extended period.

FreightWaves • August 3, 2022

Maersk: Shipping profits stay ‘super strong’ as supply chain pain persists

Container shipping giant Maersk sees continued strength in U.S. imports and ongoing supply chain disruptions globally.

FreightWaves • July 28, 2022

Container shipping boom continues: Hapag-Lloyd hikes outlook (again)

Shipping lines are still racking up extraordinary profits. Hapag-Lloyd forecasts continued strength in the second half.

FreightWaves • July 26, 2022

How much money do shipping CEOs make? Here’s their 2021 pay info

Last year was historically strong for some maritime businesses, terrible for others. No matter what the sector, maritime CEOs made millions.

FreightWaves • July 21, 2022

Ships that ‘scrub’ emissions earn twice as much as those that don’t

Exhaust gas scrubbers are allowing tankers, bulkers and container ships to keep burning dirtier — and much cheaper — marine fuel.

FreightWaves • July 7, 2022

Win streak continues: Container lines just posted more record results

In the second quarter, new highs were set for Cosco profits, OOCL revenue per container, and Evergreen operating revenues.

FreightWaves • June 22, 2022

Tankers carrying diesel and gasoline rake in cash amid pain at the pump

The first half has been phenomenal for product tankers. How much of shipping upside is due to the war?