FreightWaves • June 10, 2021 What $70+ oil means to container, tanker and dry bulk shipping Rising fuel costs are yet another woe for containerized cargo shippers, while widening spreads should benefit ships with scrubbers.
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 • 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 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 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 25, 2021 What the Suez Canal accident means to the tanker business Back in the Aristotle Onassis era, a Suez Canal closure was a tanker game changer. Today, tanker upside from the canal accident is limited.
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 • March 14, 2021 Minus $7,400 a day? How can shipping rates fall below zero? Tanker and bulker spot rates can go sub zero — some tanker rates are there now. What do the negative numbers really mean?
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%.
FreightWaves • March 5, 2021 OPEC+ deal shocker will prolong bloodletting for crude tankers Analysts tally tanker fallout after OPEC+ stuns market with decision to hold the line of production cuts.
FreightWaves • March 3, 2021 What new boom in vessel sales means to shipping stocks If ocean freight rates have legs, analysts see much more room for the secondhand ship values to run — which should, in turn, boost stocks.
FreightWaves • February 19, 2021 All eyes turn to timing of tanker rate resurrection Crude and product tanker rates are bouncing along the bottom. And as one analyst put it, "There is only one way to go from here."
FreightWaves • February 17, 2021 Shipping stocks are suddenly revving up across the board It’s not just container stocks rising. Shipping stocks are up for everything from bulkers to tankers to gas carriers.
FreightWaves • February 5, 2021 Crude tankers stuck in ‘rate hell’ but floating-storage pain wanes Long grind ahead for crude tankers: Executives and analysts don't see recovery until second half — if not later.
FreightWaves • January 16, 2021 Ship fuel prices jump, spread widens. Is ‘scrubber’ revival nigh? Higher fuel prices are bad news for box shippers. Higher fuel spreads are good news for owners with scrubber-fitted fleets.
FreightWaves • January 7, 2021 Tanker recovery still distant prospect after Saudi surprise How surprise Saudi production cuts and escalating Mideast tensions could impact timing of crude-tanker rate recovery.
FreightWaves • December 29, 2020 Top stories of 2020: Inside ocean shipping’s wild ride A look back at 2020's shipping roller coaster: how container sector emerged as ‘surprise rock star’ and tankers peaked early, then plunged.
