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...
746 Views
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...
867 Views
Monthly Container Shipping Tracker: Price Momentum Softens | CMP-ZIM L/S Pair Idea (November 2024)
Container price momentum faltered again in October, and we believe spot rates will continue to moderate near-term. Negative reaction to ZIM's...
823 Views
Short ZIM Against Long Position in China Merchants Port Hldgs | 2025 High Conviction
We believe container shipping price momentum is waning. Pairing a short position in carrier ZIM against a long position in terminal operator CMPH...
715 Views
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...
610 Views