Monthly Container Shipping Tracker | Rates Stable | Fuel (Barely) Lower Y/Y | (September 2023)
According to our index, container shipping price momentum remains depressed, but stable. On the other hand, fuel prices -- a boon to earnings for...
576 Views
TRACKING TRAFFIC/Container Shipping: Momentum Bottomed | Shares Stabilized | Focus on May News
Container shipping industry momentum bottomed in Q1, and related shares have stopped reacting to bad news. News and commentary from industry...
356 Views
TRACKING TRAFFIC / Container Shipping: End of the Rollercoaster Ride
For container rates and profitability, it's been a wild rollercoaster ride over the past three years. But now shares of pure play Evergreen Marine...
478 Views
TRACKING TRAFFIC/Pair Trades Update: 'Want to See a Dead Body?' (January 7 2021)
One month in, our three suggested pair trades have generated returns ranging from "meh" to "You're fired!" In this note we take a look at what went...
364 Views
TRACKING TRAFFIC/Container Shipping: Shortage of Empties Creates Surprisingly Tight Conditions
Our monthly index suggests average container rates in March increased by 7.6% YoY despite measurably weak trade activity in key export and import...
301 Views