If globalization is really over, what happens to supply chains?
The future of global supply chains is in flux. The pandemic was a game changer. Then came the war.
The future of global supply chains is in flux. The pandemic was a game changer. Then came the war.
America’s largest container port, Los Angeles, just posted the best March and best first quarter in its history.
The debate heats up on whether this is the beginning of the end of container shipping’s bull run.
RH confirms sharp drop in demand since Russia-Ukraine war and sees no supply chain relief.
Charter rates hold steady at their peak as the seemingly neverending container shipping boom continues.
Some shipping shares are rising because of war tailwinds. Others are rising despite war headwinds.
Congestion could go from bad to worse as liners steer a record number of container ships toward East Coast ports.
California ports make progress on bottlenecks, but Chinese lockdowns could spur “hockey stick” import rise.
COVID lockdowns haven’t closed Chinese ports yet. If they do, U.S. importers face “shockwave” of higher rates and delays.
COVID has been great for container shipping, terrible for cruising. What does this mean to MSC, which is big in both?
Liner company Zim expects to rake in a billion dollars more this year than in record-setting 2021.
Invasion and price spikes could destroy demand, weaken consumer confidence and curb cargo volumes, warns BIMCO.
The cost of the fuel consumed by the world’s commercial ships has skyrocketed — and it’s still rising.
Tanker stocks favored by retail traders post big gains, while most container and dry bulk stocks hold steady.
Container lines and tanker owners rapidly and preemptively suspend business with Russia.
The Biden administration is backing new legislation aimed at alleged out-of-control market power by foreign ocean carriers.
Container lines, shipowners and shippers have a new way to navigate the market chaos: cleared freight futures.
The container port business is booming and the big are getting bigger, particularly in China.
There are now more container ships waiting off East and Gulf Coast ports than there are off Los Angeles/Long Beach.
Tanker and dry bulk trades could be disrupted; container shipping faces heightened risk of cyberattacks.
The more ocean shipping is in the news, the more attention it gets from tech founders and investors.
After last year’s historic run-up, factories are producing fewer containers and pricing of new boxes is down.
Management from Radiant Logistics said it has several levers at its disposal to boost the company’s valuation.
Jefferies analyst Randy Giveans maintains that container shipping stocks still have a lot more room to run.
Xeneta CEO Patrik Berglund explains how carrier negotiating power has changed the annual contracting equation.
Long-term contract rates are at record highs. Shipping lines hold all the cards at the negotiating table.
COVID container boom continues: Maersk may earn even more this year than in record-trouncing 2021.
The number of ships waiting off Los Angeles/Long Beach fell 23% over the past week.
The FMC is considering minimum billing standards for late fees charged by ocean carriers for picking up and returning containers.
The cost of ship fuel looks like it’s about to topple records set in 2012 and 2008.
Accusations fly as shipping lines rake in billions, but the numbers imply more carrier competition, not less.
Barring an economic downturn, U.S. demand could still be squeezing ports a year from now.
A new export container subsidy at the Port of Oakland received a tepid response from lawmakers pushing for a major overhaul of shipping regulations.
Carrier profits are reaching previously unimaginable heights as supply chain disruptions supercharge gains.
SoCal imports suffering multimonth slide, not because of falling demand, but because of supply chain bottlenecks.
An attack on Ukraine could hike costs for shipowners and cargo shippers across the globe.
Could container shipping and tanker stocks end 2022 very differently than they began it?
For bulk commodity shipping, a rough start to the year. For container shipping, the profit bonanza continues.
No letup yet: It’s taking even longer for Asian exports to get across Pacific to American buyers.
Popular interest in the supply chain may have faded, but the pileup of ships waiting offshore keeps growing.
The leading spokesman in Washington for the world’s container trades offers his take on the implications of potential regulatory changes in 2022.
New barometer from NY Federal Reserve highlights how extreme supply chain crunch has become.
How could the consensus — that container spot rates will remain extremely high — be wrong?
MSC sues Deere, patent owner sues six shipping lines, box-overboard cases pile up, and Hanjin’s ghost tries to collect.
There has never been a year like this for container shipping. Here are the biggest stories of 2021.
After an exceptional year for ocean shipping, the data points to more action ahead in 2022.
Carriers and shippers are turning to East Coast ports as Los Angeles/Long Beach remains mired in congestion.
Import demand remains exceptionally strong but volumes through America’s largest port are falling.
SoCal port crunch “has really become as bad as it’s ever been,” reports industry veteran Jon Monroe.
After brief reprieve, trans-Pacific shipping rates head back up, pointing to ongoing supply chain pressure.
Some public shipowners are turning toward more diverse fleets. Others are moving in the opposite direction.
Controversial plan to charge for containers lingering on terminals keeps getting delayed. Yet containers still linger.
The Friend of the Sea program calls on the international maritime sector to act immediately to prevent ship-whale collisions.
Container, dry bulk and tanker stocks are down from recent highs. Temporary setback or something more?
Marine Exchange now counts ships waiting farther out to sea, confirming just how big the backlog really is.
Despite claims to the contrary, the ship backlog is not getting smaller. Vessels are waiting on both sides of the Pacific.
Here’s how omicron variant could impact tanker, container and dry bulk shipping rates.
Record number of container ships waiting but they’re harder to see, as new plan spreads queue across Pacific.
Price of low-sulfur fuel is rising faster than high-sulfur fuel. Ships with scrubbers stand to gain.
Ship arrival data confirms seasonal surge to Southern California has ebbed — even as port congestion has risen.
Zim’s profits are still going up — way up — despite more vessels getting snared in West Coast port gridlock.
Los Angeles and Long Beach hold off on charging highly controversial fee on import containers.
Federal regulators will soon begin analyzing how transportation data sharing can move more containers.
Rates expected to remain strong into 2022, fallout from new ship deliveries in 2023-2024 to be muted.
Just five days before emergency SoCal container fee is set to begin, offshore traffic jam reaches new heights.
A small number of non-U.S. entities determine vessel and container levels for U.S. ocean supply chains.
Third-party logistics provider Radiant Logistics again posted record quarterly results on Tuesday. On a call with analysts and investors, company officials called out strength in virtually every segment Radiant serves.
Port congestion forced container ships to go faster. Congestion remains extreme, yet ships are slowing down.
Air cargo is typically unaffordable for most shippers. With ocean rates off the charts, air doesn’t look so bad. If you can find a booking, why wouldn’t you fly?
California congestion hits charter rates as ship operators waste millions waiting to get to terminals.
Virtually every U.S.-listed shipping stock fell on a day that the S&P 500 hit a record high.
Maersk expands air business after earning more in a single quarter than in any prior full year.
Trans-Pacific container shipping rates remain exceptionally strong despite a dip earlier this month.
The daily surcharge fines begin Monday, but there has been no immediate surge of container activity.
Biden-backed plan to tackle container congestion could make logjam even worse, critics believe.
Media coverage increasingly links consumer price inflation to container shipping and supply chain chaos.
It’s no coincidence that spiking trans-Pacific trade coincides with more boxes overboard and more shipping accidents.
Ocean cargo shippers are paying more than they ever have before for the worst service they’ve ever experienced.
California port congestion is as bad as ever. Some imports have been stranded offshore for over a month.
The ocean shipping boom is spreading across vessel types. Spot LNG shipping rates just topped $150,000 per day.
Liner deals in the ship-leasing market imply strong confidence in high freight rates for the foreseeable future.
As America struggles with a growing supply chain crisis, ocean carriers rake in even more profits.
Pullback in trans-Pacific shipping rates: beginning of the end or brief reprieve with end still not in sight?
Cost of fuel consumed by container ships, bulkers and tankers is effectively at a seven-year high.
Shipping Asia-U.S. via regular ocean service and rail? “I would bet your goods will not arrive in time for Christmas,” says Flexport’s Nerijus Poskus.
Ports and inland transportation connections are choking on ocean imports. A top economist says don’t blame ocean carriers.
Los Angeles is at the front line of the port congestion crisis. Its executive director outlines his strategy to clear anchorages.
How will public view ships anchored off Los Angeles/Long Beach if one of them is tied to Huntington Beach spill?
With no end in sight for global supply chain crisis, importers warned to brace for high costs throughout next year.
As some Chinese factories go dark, more delays for container imports but bullish sign for coal, LNG and oil shipping.
Trans-Pacific traffic snarl is bicoastal: More container ships waiting off Shanghai and Ningbo than Southern California.
Southern California ports would need two weeks with zero vessel arrivals to clear logjam — but the ships keep coming.
Liner profits still rising: second half looks stronger than first and Deutsche Bank sees even higher earnings next year.
Supply chain crisis deepens as more imports snared in historic ship queue off Los Angeles/Long Beach.
Container ships named The Brady, The Belichick and The Gronk just sold for six to eight times their purchase price, spurring a nine-figure payday.
Dry bulk and LNG shipping stocks now at 52-week peaks with container stocks not far from the top.
Borderlands is a weekly rundown of developments in the world of United States-Mexico cross-border trucking and trade. This week: Slync.io launches integrated strategy for ocean containers; chip shortage continues to impact Mexico’s commercial truck industry; automotive parts supplier invests $102M in Mexico expansion; and Aeronet Worldwide opens operations in San Antonio.
Demand for container ships is so extreme that some operators are paying unprecedented sums to rent them.