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.
‘Bigger is better’ is the mantra of public tanker companies. The just-announced INSW-Diamond S merger is a step in that direction.
Suez Canal accident aftermath: Extensive disruptions are ahead for key Asia-East Coast container shipping services.
Back in the Aristotle Onassis era, a Suez Canal closure was a tanker game changer. Today, tanker upside from the canal accident is limited.
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.
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There’s no time for deliberation these days if you want to get high-value cargo shipped by air. It’s a strong seller’s market in the air cargo world. If you see it, book it and don’t worry about the price.
“Our goal at FreightFlows is to make near-term market predictions to help vessel owners, traders, brokers and charterers have much better decision-making power in the international freight markets today,” said CEO Matt Morgan.
Deutsche Bank’s Amit Mehrotra on how long import surge could last and upside potential for container, dry bulk and tanker stocks.
As part of Women’s History Month, FreightWaves spotlights the first American woman to make it to the top at sea.
Ocean Audit CEO Steve Ferreira takes you through the important steps for contract success on this episode of Navigate B2B.
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.
On this episode of Midday Market Update, Kevin Hill and Michael Vincent discuss lingering port congestion and how delays are driving a hot air cargo market.
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.
Evan Efstathiou discusses why VCs are looking to invest more in maritime just as shipowners are looking to partner more with startups.