Q&A: Jefferies’ Randy Giveans on the revival of shipping stocks
Shipping equities have suffered through a rough couple of years, but hope persists that market capitalizations and trading volumes can be resuscitated.
Shipping equities have suffered through a rough couple of years, but hope persists that market capitalizations and trading volumes can be resuscitated.
The number of containers is a better bellwether of global trade than the number of container ships.
Capital-market sentiment is so bad in New York that ship owners may end up raising more money in Oslo this year.
This week, VLCC tanker rates are rising, whereas both trans-Pacific box rates and Capesize bulker rates are slipping.
A breakdown of some of the most active ships in the global maritime industry.
The drone attacks in Saudi Arabia are reverberating across the ocean shipping business. Part I: the impacts on non-tanker shipping segments.
The International Energy Agency now believes implementation of the new fuel rule could be “much smoother than expected.”
Dry bulk spot rates have pulled back from recent highs, while trans-Pacific container rates have held their gains.
Final investment decisions for new global LNG export plants are surging, a negative for future thermal coal demand.
According to Euronav, the derivatives market in low sulfur fuel oil is not deep enough to provide a viable IMO 2020 hedge – but it will be soon.
Tanker major Euronav has revealed new details on its strategy to counter IMO 2020 risks.
The beleaguered dry bulk shipping sector is nearing its post-financial-crisis peak. Is it sustainable?
Companies like Safe Bulkers are booking their ships at considerably higher rates, yet investor interest remains muted.
A direct hit on both Freeport and Miami would compound fallout for ocean shipping.
LNG shipping rates are being driven by seasonal issues. Box shipping rates are behaving counter-seasonally.
Best-of-both-worlds business model of LPG carrier Epic Gas strives for both defensibility and growth potential.
John Fredriksen’s shipping companies are increasing their exposure to IMO 2020 market effects.
VLCC rates are up over 200% month-on-month. Trans-Pacific box shipping rates are down 11% since the beginning of August.
The next global recession would have a different impact on ocean shipping markets than the 2008-09 financial crisis.
DryShips and Teekay Offshore are going private. With share valuations weak, others could follow suit.