Tanker pitch goes back to basics as floating storage fades
Tanker owners increasingly point to upside to come after floating storage unloads.
Tanker owners increasingly point to upside to come after floating storage unloads.
An exclusive interview with Deutsche Bank’s Amit Mehrotra on what COVID-19 means to transport stocks.
The more sailings cancelled, the more risk to companies leasing container ships to carriers.
Good news: Vaccine shows promise. Bad news: Floating storage economics vanish.
Box import volumes may be falling fast, but there are glimmers of hope.
“Nowcasting” platform uses ship-tracking data to detect coronavirus fallout.
Future cargo flows at escalating risk from inaction on stranded seafarers.
World’s largest box carrier expects capacity cuts to mitigate volume downside.
As ships sail full in May, the hope is that fewer 3Q sailings get the ax.
The dry bulk market is getting hammered again — not a positive signal on the global economy.
Diamond S boss sees tanker-market “trough” on the horizon.
There’s still too much oil in the world and tankers are still filling up with the overflow.
Are larger funds now heading for the exits and giving up on tanker stocks?
Public tanker owners post impressive earnings on an ugly day for tanker stocks.
Kirby Corp pulls 2020 guidance but inland barge utilization is still strong at 90%.
New data from eeSea reveals that U.S. ports will see capacity plunge by up to 20% this month.
Liners could scrape bottom over next two months, then recover.
Shipping analyst Michael Webber sees tanker-stock upside if coronavirus recovery falters.
Industry sage Martin Stopford dives deep into the future of global trade.
Judge gives Maersk go-ahead to jump ship from GCT terminal in Staten Island.