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.
