Monthly Container Shipping Tracker | Pricing Still Firm | Share Prices Converging | (May 2024)
Average deep-sea rates and traffic remained firm in April. The L/S pair trades we suggested back in mid-March? One of them has worked out quite well.
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Monthly Container Shipping Tracker | March Volumes Strong | Q1 Margins Likely Up Y/Y (April 2024)
Container rate momentum remained +ive in March, & we believe carriers' margins probably improved Y/Y in Q124 (despite higher fuel expenses). Our L...
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Monthly Container Shipping Tracker | February Spot Rates Strong | Volume Firm, Too | (March 2024)
February price momentum improved dramatically, to levels not seen since Q322. Spot rates have lifted some carriers' shares YTD, but we expect share...
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Pair Trade Idea: Short Evergreen Against Long Maersk / ZIM
The divergent performances of container carriers Evergreen, Maersk, and ZIM since Q4 last year suggest a LONG Maersk/ZIM against SHORT Evergreen...
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Monthly Container Shipping Tracker | LNY Timing, Red Sea Re-Routes Boosted Revenue | (February 2024)
Container shipping price momentum in January jumped on Red Sea re-routes and a Y/Y increase in operating days. We highlight a growing gap between...
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