FreightWaves • September 25, 2019 Q&A: Jefferies’ Randy Giveans on the revival of shipping stocks An exclusive interview with Jefferies lead shipping analyst Randy Giveans.
FreightWaves • September 23, 2019 Keep your eye on containers in global circulation The number of containers is a better bellwether of global trade than the number of container ships.
FreightWaves • September 20, 2019 Ocean shipping on Wall Street: the sound of silence If you’re an owner in ocean shipping, you can hear the crickets on Wall Street. The pullback of activity in the U.S. capital markets this year has been staggering.
FreightWaves • September 19, 2019 Saudi attacks spark higher tanker earnings The drone and missile attacks on Saudi Arabian oil facilities do not appear to be a doomsday event for crude tankers. At least initially, the rate effect is positive.
FreightWaves • September 16, 2019 How drone attacks impact shipping: crude tanker fallout The drone attacks on Saudi Arabia’s oil facilities could have far-reaching consequences for ocean shipping. Crude tankers are most directly in the line of fire.
FreightWaves • September 16, 2019 How drone attacks impact shipping: non-tanker fallout The drone attacks on Saudi Arabia’s oil facilities could have far-reaching consequences. While there are significant implications for crude tankers, there are also broader impacts for other segments.
FreightWaves • September 13, 2019 Pendulum continues to swing toward U.S. East Coast ports Evidence of the East Coast’s rising importance continues to build up on multiple fronts.
FreightWaves • September 12, 2019 IEA: Trucks, ships may face less IMO 2020 risk than feared The International Energy Agency now believes implementation of the new fuel rule could be "much smoother than expected."
FreightWaves • September 11, 2019 Jitters for bulkers, steady for boxes Dry bulk spot rates have pulled back from recent highs, while trans-Pacific container rates have held their gains.
FreightWaves • September 10, 2019 Another LNG nail in coal’s coffin? Final investment decisions for new global LNG export plants are surging, a negative for future thermal coal demand.
FreightWaves • September 6, 2019 Hurdles persist to hedging IMO 2020 fuel fallout With just four months left until the IMO 2020 deadline, are those facing this risk hedging their exposure?
FreightWaves • September 6, 2019 Another shipping giant brings its IMO 2020 fuel in-house Tanker major Euronav has revealed new details on its strategy to counter IMO 2020 risks.
FreightWaves • September 5, 2019 ‘Sizzling’ bulkers hit near nine-year high You wouldn’t know it from the performance of dry bulk stocks, but bulk shipping rates are on fire and reaching new heights.
FreightWaves • September 4, 2019 Dry bulk rates are far outpacing earnings and shares Companies like Safe Bulkers are booking their ships at considerably higher rates, yet investor interest remains muted.
FreightWaves • August 30, 2019 How Hurricane Dorian could impact ocean shipping As Hurricane Dorian barrels towards Florida’s Atlantic coast and threatens to make landfall as an extremely dangerous Category 4 storm, a number of key consequences loom for ocean shipping.
FreightWaves • August 28, 2019 LNG heats up, boxes continue slide LNG rates are now seasonally strengthening, while container rates in the trans-Pacific remain stubbornly weak.
FreightWaves • August 26, 2019 Epic Gas thinks big (and small) An exclusive interview with FreightWaves, Epic Gas chief executive officer Charles Maltby.
FreightWaves • August 23, 2019 Shipping magnate goes ‘all in’ with IMO 2020 wager When John Fredriksen — the world’s most famous living shipping magnate — makes a big move, a common response is to ask: What does he know that we don’t?
FreightWaves • August 22, 2019 Product-tanker shipping's long and winding road An exclusive interview with Kim Ullman, chief executive officer of Sweden’s Concordia Maritime.
FreightWaves • August 21, 2019 Supertankers jump, boxes rates tumble VLCC rates are up over 200% month-on-month. Trans-Pacific box shipping rates are down 11% since the beginning of August.