Lloyd's List • October 25, 2024

PODCAST: Shipping corporate governance: the good, the bad and the ugly

An in-depth interview with analyst Michael Webber on listed shipowners' corporate governance

Lloyd's List • October 16, 2024

Panama Canal Authority hiked profits amid historic drought despite declining transits

Transits fell 29% in FY24 but ACP revenues were steady versus FY23 and net income rose 8%

Lloyd's List • July 19, 2024

Podcast: What Trump 2.0 means for shipping

An interview with freight economist Jason Miller on possible Trump tariff effects.

Lloyd's List • April 17, 2024

How could Middle East crisis play out for tanker exchange-traded fund?

An interview with Breakwave's John Kartsonas on BWET and BDRY.

INSIDE SHIPPING • February 21, 2024

China, Trump, war, deglobalization: The supply chain risk mix ahead

How tariffs, trade disruptions and geopolitics could affect shipping rates, import flows and inflation.

FreightWaves • December 7, 2023

Container shipping outlook 2024: Rising risk of delays, disruptions

Next year, U.S. importers must navigate canal restrictions, diversions from the Red Sea, more canceled sailings and, possibly, a port strike.

FreightWaves • October 16, 2023

How Middle East war could impact global LNG, LPG shipping

A leading exec in liquefied gas shipping gives his take on war in the Middle East, market fundamentals and shipping stocks.

FreightWaves • July 27, 2023

Corporate governance in shipping: Who’s been naughty or nice?

Despite ongoing controversy over shareholder treatment, analyst Michael Webber says shipping is doing a better job.

FreightWaves • June 2, 2023

New way to place your bets on boom and bust of shipping cycle

Five years after bringing dry bulk freight futures to the masses, Breakwave makes a splash in tanker investing.

FreightWaves • November 22, 2022

Plunging spot rates drag down container shipping contract rates

Ocean carriers have been shielded by lucrative annual contracts with cargo shippers, but contract coverage is starting to crumble.

FreightWaves • October 19, 2022

Shifting tides: The fall of container shipping stocks, the rise of tankers

As container shipping stocks get battered by collapsing rates, tanker shares could be poised for a long bull run.

FreightWaves • October 13, 2022

Global trade at the crossroads: Risks from geopolitics, inflation loom

Supply chain planners will walk a precarious path in 2023, according to S&P Global transportation expert Paul Bingham.

FreightWaves • June 17, 2022

Retail slump? E-commerce sales still ‘stunning,’ clothing ‘crazy hot’

Retail sales are still up double digits compared to pre-COVID. Inventory-to-sales ratios have yet to fully recover.

FreightWaves • February 14, 2022

Video: Shipping stocks surged — but haven’t peaked

An interview with Jefferies analyst Randy Giveans on the outlook for liner and container-ship leasing stocks.

FreightWaves • February 14, 2022

Video Shippers face big risks from trans-Pacific contracts

An interview with Patrik Berglund, CEO of Xeneta, on the unprecedented conditions in the long-term contract market.

FreightWaves • February 14, 2022

New wave of contracts will lock in much higher shipping rates

Long-term contract rates are at record highs. Shipping lines hold all the cards at the negotiating table.

FreightWaves • December 15, 2021

Video: Supply chain squeeze ‘through most of 2022’

An interview with shipping veteran Jon Monroe on the current state of the trans-Pacific container shipping market.

FreightWaves • October 6, 2021

Video: Los Angeles port boss lays out congestion-fighting plan

A new interview with Port of Los Angeles executive director Gene Seroka.

FreightWaves • August 5, 2021

Beware ‘nasty side effects’ if government targets ocean carriers

“Be careful what you wish for,” warns industry expert Lars Jensen of proposals to rein in container shipping’s boom.

FreightWaves • August 3, 2021

In the eye of the congestion storm: Q&A with Port of LA’s Gene Seroka

Los Angeles’ port boss speaks to American Shipper about congestion challenges — and potential release valves.