Monthly Container Shipping Tracker | Pricing Surged in May | Did Volume Growth Wobble? | (June 2024)
Deep-sea container shipping price momentum surged in May, even though volumes into the North American West Coast slowed. We think this is a head...
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Why an Israel-Hamas Ceasefire Probably Wouldn't Lead to Lower Container Rates in Short-Term
Shares of container shipping companies have dipped in recent weeks, apparently on the expectation that an Israel-Hamas ceasefire could un-do the re...
553 Views
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.
587 Views
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...
653 Views
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...
546 Views