FreightWaves • 25th November 2020 Ag export equation: Bulk surge, box squeeze, ‘reefer madness’ Bulk soybean and corn exports are way up, but containerized ag exports are waylaid by equipment shortfalls and Chinese inspections.
FreightWaves • 9th November 2020 How vaccine and Biden victory will impact shipping The one-two punch of the Pfizer vaccine and Joe Biden’s victory will affect container and tanker shipping in multiple ways.
FreightWaves • 4th November 2020 2016 vote sparked fireworks for shipping stocks. Repeat in 2020? A look back at the days after the 2016 presidential election and the strange case of “The Donald Trump Shipping Stock Boom.”
FreightWaves • 15th October 2020 How Panama Canal navigated COVID, drought and trade war Cargo mix and larger locks kept Panama Canal volumes rising despite headwinds.
FreightWaves • 14th October 2020 Trump vs. Biden: How the winner could affect ocean shipping A “blue sweep” win for Democrats could be good for container ships, bad for tankers.
FreightWaves • 25th August 2020 What trade war? US imports from China are booming U.S. importers turn to Chinese sellers in the wake of COVID.
FreightWaves • 19th July 2020 Fresh threat to US food exports: China COVID inspections A new interview with AgTC's Peter Friedmann on how China COVID fears affect U.S. food exports.
FreightWaves • 9th June 2020 China has become an even bigger US import source post-COVID COVID effects far from over, but more positive news on the trans-Pacific.
FreightWaves • 1st June 2020 Remember the trade war? It’s back and at risk of escalating What the war of words between the U.S. and China means to ocean shipping.
FreightWaves • 5th February 2020 Shipping faces continued fallout from US unilateralism Shipping could face even more risk from U.S. unilateralism via tariffs and sanctions in 2020.
FreightWaves • 16th January 2020 Trade deal better for shipping demand than for stocks New pact is a plus for tankers, bulkers and box ships, but less so for equities.
FreightWaves • 16th December 2019 What US-China trade progress means for shipping stocks The trade war launched by U.S. President Donald Trump has precipitated years of negative sentiment for ocean-shipping stocks. Finally, some relief is in sight.
FreightWaves • 5th December 2019 Survey: trade-war fallout for supply chain still in early innings A new survey by Resilience360 confirms the trade war’s far-reaching effects on global supply chains, and more importantly, highlights a “wait-and-see” approach among shippers.
FreightWaves • 3rd December 2019 Ocean shipping in crossfire again as trade war reignites Hope for a cease-fire in America’s multi-front trade war has dimmed after a barrage of hawkish new U.S. statements toward China, France, Brazil and Argentina.
FreightWaves • 14th August 2019 How U.S-China trade dispute steers ocean shipping stocks Trade politics is clearly moving these equities – which begs the question of whether shipping stocks can break out of their lows until the conflict is resolved.
FreightWaves • 28th June 2019 Q&A: Economist talks tariff effects on trucking, rail and shipping An exclusive interview with Paul Bingham, director of transportation consulting at IHS Markit.
FreightWaves • 29th May 2019 Connecting the dots – Trump, the trade war, OPEC and tanker rates If a trade war pares GDP growth, OPEC cuts may be extended, weighing tanker rates.
FreightWaves • 14th May 2019 Shipping caught in crossfire as trade dispute escalates The U.S. stock selloff is accelerating as American and Chinese tariffs, retaliatory tariffs, and counter-retaliatory tariffs continue to pile up – with seemingly no end in sight.
FreightWaves • 14th May 2019 Danaos sees little tariff fallout for box-ship chartering Danaos Corporation, a lessor of container ships, has reported a sizable increase in quarterly profits and maintained that escalating trade tensions should not curb chartering demand.
FreightWaves • 11th May 2019 How an escalating trade war could play out for ocean shipping Now that U.S. President Donald Trump has pulled the trigger – raising tariffs on $200 billion of Chinese goods from 10 percent to 25 percent and threatening more – how will this play out for ocean shipping rates?
