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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Monthly Container Shipping Tracker | Pricing Still Firm | Spot Rates Fall | Closed Pair (July 2024)
In June, price momentum and volume growth remained firm, but in July we've seen some spot rates dip. Mainly due to share price movements, we have...
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TS Lines Pre-IPO: Should We Expect TS Lines to Match Wan Hai's Strength in YTD 2024?
Given changes in its market exposure over the past 12-18 months, investors shouldn't expect TS Lines to match Wan Hai's strong YTD performance in...
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