Danaos

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

Congestion is cutting liner capacity just as freight rates are at all-time highs, incentivizing carriers to buy or charter more ships.

Freight forwarder will pay “absolute historic high” to secure container ship as “people are panicking” amid “out of control” market.

ZIM is the liner most exposed to upside from America’s import binge. It’s taking full advantage of the situation.

Danaos will stockpile cash from the current boom and spend it on new ships when environmental regs are clearer.

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

Liners are paying historically high rates to charter ships and maximize their exposure to the booming freight market.

As cargo shippers struggle, container-vessel companies rake in massive profits. Early signals point to record Q1 results.

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.

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

Even after a wave of just-ordered container ships is delivered by yards, cargo shippers are unlikely to see lower freight rates.

A Biden administration teamed with a Democratic Congress should lead to even more stimulus, a recipe for even more container imports.

Successful IPO by ZIM would offer investors direct exposure to trans-Pacific freight-rate craziness, but not without risks from debt load.

Ocean carriers toed the line on capacity control in 2020. What does this new normal mean to shippers, yards and leasing companies?

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

The trans-Pacific capacity crunch continues. Container volume that’s either inbound to Los Angeles or stuck at anchorage is surging.

Analysts point to upside prospects for container-ship stocks as charter rates rebound.

U.S. importers now paying three times more per mile than Europeans for transport of Chinese goods.

The more sailings cancelled, the more risk to companies leasing container ships to carriers.

Higher freight rates are piquing investor interest, bringing ship owners back to the capital markets.