Monthly Container Shipping Tracker: As Momentum Wanes, Best to Avoid Carriers' Shares (October 2024)
In September's data there are clear signs of sharply slowing momentum in the global container trades. We recommend avoiding shares of the carriers...
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Monthly Container Shipping Tracker: Strong Price Momentum Likely to Moderate in Q4
We believe the strong year-to-date price momentum enjoyed by most container carriers may moderate in Q4, which would make it difficult for some of...
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A Potential October Strike at US East & Gulf Coast Container Ports Is Unlikely to Be Impactful
Although workers at US East and Gulf Coast ports could strike in October, for several reasons we believe the impact of a strike will be quite limited.
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Maersk FY23 Meets Guidance | But FY24 Guidance & Commentary Rock Hopeful 'Glass Half-Full' Investors
Maersk's downbeat commentary appeared to surprise investors last week. It also revealed a mismatch between management's long-term views and...
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Monthly Container Shipping Tracker | Rate Momentum +ive | Throughput Up, Too | (January 2024)
Price momentum for deep-sea container rates is improving, and container volumes are also firming. Meanwhile, cheap fuel remains a slightly helpful...
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