Demand boom on collision course with ocean transport ceiling
Bad timing: Still-rising cargo demand is coinciding with container-shipping constraints in the wake of the Suez Canal crisis.
Bad timing: Still-rising cargo demand is coinciding with container-shipping constraints in the wake of the Suez Canal crisis.
Suez Canal accident aftermath: Extensive disruptions are ahead for key Asia-East Coast container shipping services.
California’s container-ship traffic jam is slightly less jammed but import pressure remains high. One analyst warns the worst may be yet to come.
Ocean carrier ZIM just released record results and confirmed huge gains for contract rates. So why did its stock sink?
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.
To view more FreightWaves infographics, click here.
Fireworks could be stuck at sea by the time the Fourth of July rolls around. Blame massive port congestion and overloaded freight networks. The fireworks industry is asking the Biden administration to provide a fix, but what can it do?
Deutsche Bank’s Amit Mehrotra on how long import surge could last and upside potential for container, dry bulk and tanker stocks.
Anchorages are filling up with ships off multiple ports — not just California’s. Yet the reasons behind the traffic jams are not always the same.
How does California congestion rank versus 2015 logjam caused by tensions with dockworkers union? It’s not even close: 2021 wins by a long shot.
If ocean freight rates have legs, analysts see much more room for the secondhand ship values to run — which should, in turn, boost stocks.
Jefferies senior analyst Randy Giveans outlines why it is now a particularly good time to buy container-shipping stocks.
Today’s container market chaos underscores the need for enforceable ocean contracts as opposed to loose agreements, argues consultant Tom Craig.
BIMCO’s Peter Sand discusses whether container shipping’s ‘new normal’ has legs and what’s next for the sector.
It’s not just small and midsized importers that face massive contract rate hikes. Even the biggest shippers will feel the pain.
AgTC’s Peter Freidmann highlights the hurdles U.S. food exporters confront as they vie for containers to transport their goods.
Here’s a helicopter view courtesy of U.S. Coast Guard of container-ship armada off Los Angeles and Long Beach (WITH VIDEO).
Maersk, the world’s largest container carrier, just reported record quarterly results. And its next quarter looks even better.
California calls on feds to protect exporters. Shipping groups claim California export cure will worsen congestion — including for importers.
Call Cainiao the Amazon Logistics of China. When most of China normally takes a break for the Lunar New Year, Cainiao will still be delivering packages to Hong Kong this year.