Shanghai lockdown is not causing global supply chain chaos (yet)
The Shanghai lockdown isn’t following the same supply chain script as the big Chinese disruptions of 2020 and 2021.
The Shanghai lockdown isn’t following the same supply chain script as the big Chinese disruptions of 2020 and 2021.
The trans-Pacific container trade is vastly different than pre-pandemic, with more ships, more competition, and a new leader: Maersk.
Russian imports via ocean, truck, rail and air are now being simultaneously squeezed. Shipping data shows growing pressure.
Tanker, bulker and LNG shipping stocks rise as domestic freight and container stocks face pressure.
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.
The biggest deal in tanker shipping history would merge Euronav and Frontline, but consolidation is no panacea.
Companies that have historically treated drayage and other inland transportation services as an afterthought will need to shift this mindset in order to survive in the current maritime environment.
The average percentage of ocean carrier invoices with missing or wrong information jumped from a historical average of 18% to over 45% in 2021.
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.
Cost of shipping crude oil remains cheap, but tanker rates could jump if the war doesn’t end by fall.
If imported adult beverages are your thing, there’s a good chance DHL or J.F. Hillebrand took care of the shipping.
Ship-position data shows a fleet of LNG carriers en route to Europe amid scramble to bolster energy supply.
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?