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.
FreightWaves • May 6, 2021 Why this tanker shipping depression is different from past slumps Tanker execs explain lack of distress sales and scrapping this time around, and why new orders will be more curtailed.
FreightWaves • May 5, 2021 ‘The best quarter ever’ for container shipping giant Maersk Maersk reveals more details on its shift toward long-term contracts at the expense of spot exposure.
FreightWaves • May 2, 2021 Which shipping stocks rose the most in wake of COVID pandemic? COVID has been great for stocks. In ocean shipping, container and dry bulk shares rode the wave. Tankers stocks sank.
FreightWaves • April 30, 2021 No relief: Global container shortage likely to last until 2022 Chinese container production still trails torrid demand. Ever Given accident was ‘icing on the cake’ — making box shortfall worse.
FreightWaves • April 28, 2021 Matson CEO: Trans-Pacific trade to stay stronger for longer West Coast congestion could last into the fall as retailers face stockouts on essential goods, says ocean carrier Matson.
FreightWaves • April 21, 2021 ‘Sky’s the limit’ for already lofty container-ship charter rates Liners are paying historically high rates to charter ships and maximize their exposure to the booming freight market.
FreightWaves • April 19, 2021 Shipping bulls are back: First container stocks, now dry bulk Dry bulk shipping rates are now double to triple five-year averages. Stock prices of dry bulk owners are on the ascent.
FreightWaves • April 12, 2021 Container shipping is about to report blockbuster Q1 earnings As cargo shippers struggle, container-vessel companies rake in massive profits. Early signals point to record Q1 results.
FreightWaves • April 9, 2021 Light at end of the tunnel for battered tanker trade? Glimmers of hope for the beaten-down tanker sector: more OPEC+ crude production and more long-haul exports from the U.S. to India.
FreightWaves • March 31, 2021 Another shipping stock bites the dust as big tanker fleets merge ‘Bigger is better’ is the mantra of public tanker companies. The just-announced INSW-Diamond S merger is a step in that direction.
FreightWaves • March 26, 2021 Suez Canal crisis: Here are the cargoes in the crossfire The longer the Suez saga continues, the greater the container, tanker and dry bulk shipping impacts. There could be big losers — and winners.
FreightWaves • March 22, 2021 ZIM: US importers buckle, sign contracts early, pay 50% more Ocean carrier ZIM just released record results and confirmed huge gains for contract rates. So why did its stock sink?
FreightWaves • March 21, 2021 Inside the now-booming business of building container ships Newbuild-to-fleet ratio now 15.3%, up from 9.4% in mid-2020. But orders are not high enough yet to wave red flags.
FreightWaves • March 12, 2021 Full steam ahead for Wall Street’s shipping stocks Container, dry bulk and tanker stocks push forward. Biggest winner since mid-2020: Danaos, up (this is not a typo) 1,202%.
