Dry bulk shipping

Ocean shipping kept the world’s cargo flowing amid two wars and disruptions at both the Panama and Suez canals.

Commodity shipping has a well-deserved reputation for extreme volatility. The rise and expected fall in dry bulk is a case in point.

Panama Canal restrictions force more ships to transit the Bab el-Mandeb Strait off Yemen, where they face a hijacking risk.

Average CEO compensation rose as ocean shipping company earnings increased, fueled in many cases by share-based compensation.

Panama’s drought poses a serious challenge to the country’s canal operations, but fallout to global trade remains limited.

The global coal trade is thriving, with dry bulk ships busy carrying the loads. As the West consumes less coal, Asia buys even more.

Investors in Danaos thought they were buying a container shipping stock. Now they’re invested in dry bulk, too.

Spreads between high- and low-sulfur fuels are down to pandemic levels and LNG has become much more economical.

The agreement should keep tanker and bulker orders in check, while increasing the risk of a future carbon tax on container shippers.

Declining demand for Chinese exports and reduced stimulus options threaten bulk commodity import prospects.

Five years after bringing dry bulk freight futures to the masses, Breakwave makes a splash in tanker investing.

Is the sharp decline in shipping stocks a canary in the coal mine or an opportunity for investors to buy the dip?

The war has stoked fears of global shortfalls of wheat, corn and fertilizers, but the flexibility of shipping trades has limited the risk.

Worsening China-U.S. relations underscore how pivotal geopolitics has become to global shipping and trade.

After a year of sanctions and “self sanctions,” shipping cargoes caught in the crossfire continue to find their way to buyers.

The Baltic Dry Index has fallen 91% since October 2021 to one of its lowest levels ever, yet shipowners remain confident.

Are falling commodity shipping spot rates the result of normal seasonality or a symptom of global economic malaise?

Just as the pandemic wound down, another market-altering event for shipping — the Ukraine-Russia war — ramped up.

Backers of a shipping regulation that begins Jan. 1 believe it will reduce carbon emissions. Critics warn it could backfire and increase them.

Faster easing of China’s COVID restrictions could provide eventual support for container and dry bulk markets and a more immediate boost for tankers.

Declining ship fuel prices equate to savings for containerized cargo shippers and lower costs for tanker and bulker owners.

Hopes that China will relax its zero-COVID policy are fading, raising concerns about shipping volume fallout.

As container shipping stocks get battered by collapsing rates, tanker shares could be poised for a long bull run.

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

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

The cost of marine fuels is down sharply from the wartime peak, except for ‘clean’ LNG, which is getting even more expensive.

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

The latest shipping company poised to delist has a market cap of $3.5 billion. The latest new entrant’s market cap is under $20 million.

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

Fallout from the Ukraine-Russia war and concerns over power supply in Europe and Asia support demand for seaborne coal.

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

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

From crude tankers to product carriers to dry cargo ships, the largest vessels are earning less than their smaller counterparts.

Bulk commodity shipping stocks held up well before this month. Now they’re falling alongside container shipping stocks.

It took longer than expected, but the IMO 2020 investment pitch — save on ship fuel by installing scrubbers — is paying off big time.

Safety stats show resilience despite aging ships, cut corners on maintenance and rising pressure on seafarers.

It has been a terrible year for the stock market, a great one (so far) for product tanker and dry bulk shipping stocks.

Shares of ocean shipping companies have given back much of their 2022 gains after another big sell-off.

Container-ship transits of the Panama Canal are up as liners favor the East Coast. LNG transits are down as U.S. gas heads to Europe.

Retail stock pickers seem increasingly nervous about shipping. Shares of dry bulk, tanker, container and mixed-fleet owners all fell.

Tanker, bulker and LNG shipping stocks rise as domestic freight and container stocks face pressure.

Some shipping shares are rising because of war tailwinds. Others are rising despite war headwinds.

Invasion and price spikes could destroy demand, weaken consumer confidence and curb cargo volumes, warns BIMCO.

The cost of the fuel consumed by the world’s commercial ships has skyrocketed — and it’s still rising.

Tanker stocks favored by retail traders post big gains, while most container and dry bulk stocks hold steady.

Tanker and dry bulk trades could be disrupted; container shipping faces heightened risk of cyberattacks.

The more ocean shipping is in the news, the more attention it gets from tech founders and investors.

The cost of ship fuel looks like it’s about to topple records set in 2012 and 2008.

For bulk commodity shipping, a rough start to the year. For container shipping, the profit bonanza continues.

Shares of Zim are flirting with a new peak while shares of ship-leasing, dry bulk and tanker companies lose ground.

After an exceptional year for ocean shipping, the data points to more action ahead in 2022.

Some public shipowners are turning toward more diverse fleets. Others are moving in the opposite direction.

Container, dry bulk and tanker stocks are down from recent highs. Temporary setback or something more?

Here’s how omicron variant could impact tanker, container and dry bulk shipping rates.

Marine fuel price up 47% since the beginning of the year

Price of low-sulfur fuel is rising faster than high-sulfur fuel. Ships with scrubbers stand to gain.

Virtually every U.S.-listed shipping stock fell on a day that the S&P 500 hit a record high.

The ocean shipping boom is spreading across vessel types. Spot LNG shipping rates just topped $150,000 per day.

Cost of fuel consumed by container ships, bulkers and tankers is effectively at a seven-year high.

Capesize bulkers haven’t earned this much since 2009, and freight futures just made “monstrous” move up.

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

As some Chinese factories go dark, more delays for container imports but bullish sign for coal, LNG and oil shipping.

Dry bulk shares suffer double-digit declines, with tanker and container stocks also caught up in the sell-off.

Dry bulk and LNG shipping stocks now at 52-week peaks with container stocks not far from the top.

Container mega-spike recalls epic dry bulk run over a decade ago. Here’s a look back at the last time shipping had it this good.

Extreme measures to contain delta variant create unprecedented backlog of dry bulk ships off China.

The scramble for container capacity is growing even more intense

Good news for dry bulk shipping stocks, bad news for decarbonization: The global coal trade is thriving.

Despite epic container rates and hefty dry bulk profits, stocks fell by double digits over the past three weeks.

An in-depth look at CEO compensation in container shipping, bulk shipping and the cruise industry

More box ships, bulkers and tankers are changing hands than ever before — good news for ship values and stocks.

Rates for smaller bulkers remain at decade highs with most dry bulk stocks up triple digits since November.

Rising fuel costs are yet another woe for containerized cargo shippers, while widening spreads should benefit ships with scrubbers.

Environmental regs could extend future dry bulk and tanker upside, while consolidation could change curve of container-shipping cycle.

If the farmer had the phone number of the customer buying the grain or OFE’s app to make the match, maybe there wouldn’t be as many middlemen and maybe the farmer would have better options.”

Formerly containerized cargoes are being loaded onto bulkers. Box-ship orders are keeping future bulker growth in check.

COVID has been great for stocks. In ocean shipping, container and dry bulk shares rode the wave. Tankers stocks sank.

Dry bulk shipping rates are now double to triple five-year averages. Stock prices of dry bulk owners are on the ascent.

The longer the Suez saga continues, the greater the container, tanker and dry bulk shipping impacts. There could be big losers — and winners.

Deutsche Bank’s Amit Mehrotra on how long import surge could last and upside potential for container, dry bulk and tanker stocks.

Tanker and bulker spot rates can go sub zero — some tanker rates are there now. What do the negative numbers really mean?

Container, dry bulk and tanker stocks push forward. Biggest winner since mid-2020: Danaos, up (this is not a typo) 1,202%.

If ocean freight rates have legs, analysts see much more room for the secondhand ship values to run — which should, in turn, boost stocks.

The bosses of public dry bulk shipping companies claim that recent market oddities point to good times ahead.

Star Bulk and Golden Ocean have recently acquired almost $1 billion in ships between them as they seek more exposure to the dry bulk market.

It’s not just container stocks rising. Shipping stocks are up for everything from bulkers to tankers to gas carriers.

ZIM just completed the first U.S. shipping IPO in over five years. Here’s a look back at shipping’s wild multidecade ride on Wall Street.

This has been the best January for dry bulk shipping rates in a decade. Is this the long-awaited turning point or yet another head fake?

Higher fuel prices are bad news for box shippers. Higher fuel spreads are good news for owners with scrubber-fitted fleets.

Chances slim for 2021 shipping equity offerings, but a container-liner IPO prospect remains on the table.

Container shipping stocks are back to pre-COVID levels whereas many tanker and bulker stocks are down by double-digits year-to-date.

First, Spire collects the ship-movement data from orbit. Then algorithms use that data to reveal the patterns of global shipping.

The total market capitalization of U.S.-listed ocean shipping stocks has plunged 34% in 2020, but there are reasons for hope in 2021.

Bulk soybean and corn exports are way up, but containerized ag exports are waylaid by equipment shortfalls and Chinese inspections.

A look back at the days after the 2016 presidential election and the strange case of “The Donald Trump Shipping Stock Boom.”

What happens next at the IMO will affect oceangoing ship capacity — and freight rates — for decades to come.

Sequel to “The Shipping Man” asks whether ESG will kill the old-school style of traditional shipowners.

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

A “blue sweep” win for Democrats could be good for container ships, bad for tankers.

Banks, charterers, shipowners and governments want to clean up ocean transport. Not necessarily in the same way.