A cruel summer for shipping stocks as tide turns
Despite epic container rates and hefty dry bulk profits, stocks fell by double digits over the past three weeks.
Despite epic container rates and hefty dry bulk profits, stocks fell by double digits over the past three weeks.
An in-depth look at CEO compensation in container shipping, bulk shipping and the cruise industry
More box ships, bulkers and tankers are changing hands than ever before — good news for ship values and stocks.
More problems loom for importers of Asian containerized goods and tanker slump could last even longer.
Rising fuel costs are yet another woe for containerized cargo shippers, while widening spreads should benefit ships with scrubbers.
Environmental regs could extend future dry bulk and tanker upside, while consolidation could change curve of container-shipping cycle.
Trans-Atlantic product tanker rates have spiked, but a quick pipeline restart would curb future upside.
Tanker execs explain lack of distress sales and scrapping this time around, and why new orders will be more curtailed.
COVID has been great for stocks. In ocean shipping, container and dry bulk shares rode the wave. Tankers stocks sank.
‘Bigger is better’ is the mantra of public tanker companies. The just-announced INSW-Diamond S merger is a step in that direction.
The longer the Suez saga continues, the greater the container, tanker and dry bulk shipping impacts. There could be big losers — and winners.
Deutsche Bank’s Amit Mehrotra on how long import surge could last and upside potential for container, dry bulk and tanker stocks.
Tanker and bulker spot rates can go sub zero — some tanker rates are there now. What do the negative numbers really mean?
Container, dry bulk and tanker stocks push forward. Biggest winner since mid-2020: Danaos, up (this is not a typo) 1,202%.
Analysts tally tanker fallout after OPEC+ stuns market with decision to hold the line of production cuts.
If ocean freight rates have legs, analysts see much more room for the secondhand ship values to run — which should, in turn, boost stocks.
It’s not just container stocks rising. Shipping stocks are up for everything from bulkers to tankers to gas carriers.
Long grind ahead for crude tankers: Executives and analysts don’t see recovery until second half — if not later.
ZIM just completed the first U.S. shipping IPO in over five years. Here’s a look back at shipping’s wild multidecade ride on Wall Street.
Higher fuel prices are bad news for box shippers. Higher fuel spreads are good news for owners with scrubber-fitted fleets.