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...
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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...
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Monthly Container Shipping Tracker: November Pricing Weaker | January ILA Strike? (December 2024)
Container rates continued to soften in November, and 2024's Q4 seasonal decline from the Summer peak has been the second-steepest in the past 12...
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