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...
713 Views
Charts & Context | From Here, What Can Get Better for Container Carriers? | Reduce Sector Exposure
We believe container rates will continue to moderate in the near-term, and that in the absence of improving rates investors should look to reduce...
552 Views
Monthly Container Shipping Tracker: Strong Price Momentum Likely to Moderate in Q4
We believe the strong year-to-date price momentum enjoyed by most container carriers may moderate in Q4, which would make it difficult for some of...
715 Views
Monthly Container Shipping Tracker | Rates Up | Transpac Volume Up | Fuel Price Down (August 2024)
Container shipping pricing momentum remained positive in July, and fuel prices have declined markedly over the past month.
552 Views
More Q224 Container Carrier Results: Evergreen, Hapag-Lloyd Show Sharply Diverging Results
Evergreen Marine's Q2 results far outpaced the results of both Hapag-Lloyd and Maersk. The Taiwanese carrier's results over the past 2.5 years...
531 Views