TRACKING TRAFFIC/Containers & Air Cargo: February Box Demand Weak, Cheaper Fuel May Help from April
Container traffic at important cargo origins and destinations remained weak in February -- no surprise given what we know about the impact of...
509 Views
DP World: Lousy Governance Is in Traders' Favor Here
Port and logistics operator DP World (DPW DU) saw its parent Port and Free Zone World, a wholly-owned subsidiary of state investment vehicle Dubai...
627 Views
TRACKING TRAFFIC/Containers & Air Cargo: Rates Rose in January, But Margins Remain Under Pressure
Our index suggests average container shipping rates increased by around 6.6% in January. This is the largest YoY increase for our index since June...
540 Views
AP Moller Maersk (MAERSKb): Assessing the Stock Price Development
While the market was looking brighter in the latter half of 2019, when most of the liner companies posted profits, it has taken a U-turn since...
497 Views
TRACKING TRAFFIC/Containers & Air Cargo: For Most Box Carriers, Profitability Likely Already Peaked
In H119, container shipping rates in the key Transpacific Eastbound tradelane held up well despite tepid demand, as fleet expansion in most of 2019...
558 Views