NOL's Latest Potential Merger Discussions... Where is the [Partial] Exit for Temasek?
Another report of potential suitors made it to market on Friday, forcing NOL to disclose there have been talks with French carrier CMA and global...
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Digital disruption bifurcates traditional market segmentation
How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their...
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Monthly Container Shipping Tracker | Weak Price in Jan-Feb | Softer NAM Demand | Now US Tariff Mess
January and February deep-sea container rates have softened noticeably, probably wiping out most carriers' profit margins altogether. Conditions...
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Monthly Container Shipping Tracker | Spot Rates Weaker Ahead of LNY | Suez Canal Re-Opening Update
Underlying supply-demand conditions for deep sea container carriers remain weak, with poor US consumer sentiment and rapid capacity growth. A Suez...
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Monthly Container Shipping Tracker: Recent Improvement in Price Likely to Dissipate Soon
Although price momentum improved in recent weeks, we believe profit margins and returns for deep-sea container carriers will continue to...
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