Spot Container Rates Surge | New Fees Also Boosting Carrier Revenue | Increases Could Lift '24 Rates
Spot container rates have surged, and carriers are also benefitting from newly-imposed ancillary charges. It's possible the ongoing conflict in the...
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Monthly Container Shipping Tracker | Rates Depressed, Stable | Worst of 'Storm' Passed (July 2023)
Our research tracking container rates and profitability suggests that the worst of the storm has passed, and that we should see easier Y/Y comps...
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Monthly Container Shipping Tracker | Rates Stable | Strike Averted | Fuel Prices Lower (June 2023)
We are gaining conviction in our view that market conditions have bottomed for long-haul carriers, and that their shares appear depressed compared...
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Monthly Container Shipping Tracker | Price, Volume Declines Moderate | Fuel=Tailwind (May 2023)
April numbers show Y/Y declines in revenue and throughput are moderating. In addition, lower fuel prices could provide a tailwind in the remainder...
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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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