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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Maersk FY25 Results and FY26 Guidance: Leading Carrier Expects FY26 EBIT Loss Due to Lower Rates
Maersk managed to hit FY25 guidance, but also issued downbeat FY26 guidance, including an expected EBIT loss (at mid-point of range). Conditions in...
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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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Update on Potential Transaction For Israeli Container Carrier ZIM | Still Unlikely, in Our View
ZIM's shares have surged over the past few months on speculation of a major deal, but we still see big obstacles that make a transaction unlikely...
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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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