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.
