Monthly Container Shipping Tracker: Recent Improvement in Price Likely to Dissipate Soon
Although price momentum improved in recent weeks, we believe profit margins and returns for deep-sea container carriers will continue to...
371 Views
Monthly Container Shipping Tracker: Poor Q3 Results, Weak Guidance, A Re-Opening of Suez? | AVOID
Weak pricing, declining earnings and cash flow, and the potential re-opening of the Suez Canal to ship traffic are all reasons to AVOID container...
388 Views
Monthly Container Shipping Tracker | Momentum, Volume Still Weak | Suez Restoration? (October 2025)
Price momentum and North American inbound demand both remained weak in September, and we believe a new ceasefire raises the likelihood of a Suez...
628 Views
Addressing Go-Private Rumors Surrounding ZIM | Near-Term, We Think a Transaction Is Unlikely
Despite the rumors floating around in Israel's financial media, we believe a go-private deal for Israeli deep-sea container carrier ZIM is unlikely...
524 Views
Monthly Container Shipping Tracker | Sept 1 Rate Increase Failed, Rates Still Down | September 2025
August and September data show clearly that deep-sea ocean freight rates remain under downward pressure. We believe Q325 carrier earnings may...
601 Views