FreightWaves • April 13, 2022

If globalization is really over, what happens to supply chains?

The future of global supply chains is in flux. The pandemic was a game changer. Then came the war.

FreightWaves • October 4, 2021

Despite exodus of empty containers, US exports are hitting new highs

Containerized exports continue to struggle but overall, U.S. exports are rising. Sales are at record levels for some commodities.

FreightWaves • November 25, 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 • November 9, 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 • November 4, 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 • October 15, 2020

How Panama Canal navigated COVID, drought and trade war

Cargo mix and larger locks kept Panama Canal volumes rising despite headwinds.

FreightWaves • October 14, 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 • August 25, 2020

What trade war? US imports from China are booming

U.S. importers turn to Chinese sellers in the wake of COVID.

FreightWaves • July 19, 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 • June 9, 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 • June 1, 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 • February 5, 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 • January 16, 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 • December 16, 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 • December 5, 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 • December 3, 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 • August 14, 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 • June 28, 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 • May 29, 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 • May 14, 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.