The U.S. secretary of transportation testifies before Congress on the Biden administration’s infrastructure priorities.
California’s container-ship traffic jam is slightly less jammed but import pressure remains high. One analyst warns the worst may be yet to come.
Ocean carrier ZIM just released record results and confirmed huge gains for contract rates. So why did its stock sink?
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.
To view more FreightWaves infographics, click here.
There is a direct correlation between stimulus checks and the surge in e-commerce spending, according to SEKO US.
Deutsche Bank’s Amit Mehrotra on how long import surge could last and upside potential for container, dry bulk and tanker stocks.
The Freightos Baltic Index (FBX) is the world’s leading—and most accurate—index of market rates for 40′ containers.
Container, dry bulk and tanker stocks push forward. Biggest winner since mid-2020: Danaos, up (this is not a typo) 1,202%.
Carriers should begin planning now to influence policy change that could result from Biden’s supply chain executive order, industry observers say.
Anchorages are filling up with ships off multiple ports — not just California’s. Yet the reasons behind the traffic jams are not always the same.
Three Chinese companies — CIMC, DFIC and CXIC — produce about 80% of the world’s containers.
How does California congestion rank versus 2015 logjam caused by tensions with dockworkers union? It’s not even close: 2021 wins by a long shot.
Drayage trucking and logistics company ContainerPort sold its container yard and depot division to ITS ConGlobal, a company with intermodal, finished vehicle and depot service terminals.
If ocean freight rates have legs, analysts see much more room for the secondhand ship values to run — which should, in turn, boost stocks.
Jefferies senior analyst Randy Giveans outlines why it is now a particularly good time to buy container-shipping stocks.
Today’s container market chaos underscores the need for enforceable ocean contracts as opposed to loose agreements, argues consultant Tom Craig.
Federal Maritime Commissioner Carl Bentzel discusses the agency’s options in regulating rates and service amid the booming U.S. container supply chain.
Gordon Downes, CEO of New York Shipping Exchange, joins Ocean Audit’s head Steve Ferreira to chat about structural changes in container shipping and the place two-way committed contracts have in the industry.
BIMCO’s Peter Sand discusses whether container shipping’s ‘new normal’ has legs and what’s next for the sector.
