Monthly Container Shipping Tracker | No, Not All Trade Disruptions Boost Carriers (February 2025)
After a respite in December, container shipping price momentum plunged again in January. We expect rates and profitability to decline sharply in...
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Maersk Q424 Results: A Mix Of "Good" (Q4 Earnings, Dividend, Buyback) & "Bad" (FY25 Guidance)
On February 6 Maersk reported Q424 results that beat expectations. More interesting to us was management's thoroughly downbeat FY25 guidance, where...
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Monthly Container Shipping Tracker: December Respite Likely Short-Lived | Stay SHORT (January 2025)
A ceasefire, if successful, will lead to lower rates in the Asia-Europe & Transpacific trades. We remain -ive on container shipping in 2025 despite...
637 Views
Container Shipping: Mean Reversion in 2025, Yes, but to WHICH Mean?
If container carrier profitability begins to revert to historical mean levels in 2025, it suggests a dramatic decline in financial performance in...
847 Views
Crystal Baller: Tracking Traffic's Key 2025 Themes & Events: Containers | Express | Chinese Tourism
In this insight we outline the important 2025 themes & events facing the three sectors we cover in our monthly Tracking Traffic series: Container...
784 Views