Monthly Container Shipping Tracker | Pricing Still Weak | No Signs of a Recovery | SHORT (May 2025)
Pricing remains weak, and carriers kept FY25 guidance downbeat despite decent Q125 results (and US claims of progress on tariffs). We view the...
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Don't Expect A Resolution of Tariff Chaos To Lift Container Shipping Rates Like Covid-19 Did
There are several reasons why any resolution of the current US tariff chaos is unlikely to lead to an increase in spot container shipping rates in...
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Monthly Container Shipping Tracker | Price Turns Negative | Tariff, Ship Levy Impacts (April 2025)
In March we believe average deep-sea container rates fell Y/Y. Risks facing the carriers -- higher tariffs, new levies on Chinese ships in the US,...
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Monthly Container Shipping Tracker | Rates Down | Chorus of Weak Guidance | USTR-MARAD (March 2025)
Container rates continue to fall, and major carriers are guiding to a collapse in core margins in FY25. Proposed US rules could potentially make...
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ZIM Q424 Results, FY25 Guidance: Listen When Management Says "We're Gonna Earn Much Less This Year"
Grim FY25 guidance and bleak commentary from ZIM management last week bolster our own very negative medium-term view of the deep-sea container...
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