Chinese military exercises in the Taiwan Strait will delay shipments. Further escalation could have dramatic supply chain effects.
Federal regulators are deciding at what level should the U.S. allow the transportation of liquefied natural gas by rail. Some environmental groups oppose LNG by rail because of concerns about transporting highly flammable material.
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.
Tanker, bulker and LNG shipping stocks rise as domestic freight and container stocks face pressure.
U.S. LNG cargoes were already flooding toward Europe months before the new deal. Real progress seems years away.
Ship-position data shows a fleet of LNG carriers en route to Europe amid scramble to bolster energy supply.
An attack on Ukraine could hike costs for shipowners and cargo shippers across the globe.
For bulk commodity shipping, a rough start to the year. For container shipping, the profit bonanza continues.
Spot rates topped $300,000/day, sank to teens, rose to over $360,000, now back near $100,000.
The ocean shipping boom is spreading across vessel types. Spot LNG shipping rates just topped $150,000 per day.
