Don't Expect A Resolution of Tariff Chaos To Lift Container Shipping Rates Like Covid-19 Did
There are several reasons why any resolution of the current US tariff chaos is unlikely to lead to an increase in spot container shipping rates in...
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Monthly Container Shipping Tracker | Rates Down | Chorus of Weak Guidance | USTR-MARAD (March 2025)
Container rates continue to fall, and major carriers are guiding to a collapse in core margins in FY25. Proposed US rules could potentially make...
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ZIM Q424 Results, FY25 Guidance: Listen When Management Says "We're Gonna Earn Much Less This Year"
Grim FY25 guidance and bleak commentary from ZIM management last week bolster our own very negative medium-term view of the deep-sea container...
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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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