FreightWaves • September 25, 2020

How IMO 2020 turned into the Y2K of ocean shipping

Marine fuel prices are down 30% year-on-year despite the IMO 2020 regulation.

FreightWaves • September 23, 2020

Chinese container factories are now sold out until February

Bullish signal: Strong demand for box equipment extends into 2021.

FreightWaves • September 23, 2020

Container rates are on fire. How can you invest in that?

Analysts point to upside prospects for container industry equities.

FreightWaves • September 21, 2020

COVID fears pummel already battered shipping stocks

Ocean shipping stocks remain mired in a sea of red. A bad year is getting worse.

FreightWaves • September 17, 2020

Red-hot ocean rates could spark government intervention

China could decide enough is enough if trans-Pacific rates rise too high.

FreightWaves • September 14, 2020

Tanker market is awash (again) in floating storage chatter

Amid talk of more floating storage, Kpler data reveals most of round-one storage volume is still on the water.

FreightWaves • September 11, 2020

Legal noose tightens around container-ship drug gang

As prosecutors rack up guilty pleas in 2019 case, more coke crosses via ship from South America to Europe in 2020.

FreightWaves • September 9, 2020

Container rate records are shattered as US imports surge

U.S. importers now paying three times more per mile than Europeans for transport of Chinese goods.

FreightWaves • September 8, 2020

Shipping suffers wave of spills, fires, collisions and lives lost

After decades of safety improvements, a deadly stretch of casualties for ocean shipping.

FreightWaves • September 3, 2020

Supertanker spot rates are crashing down to ‘opex’ levels

Crude-tanker rates on the benchmark Middle East-Asia run are now deep in the red.

FreightWaves • September 3, 2020

Disaster fallout: How global shocks are reshaping trade

An interview with McKinsey partner Ed Barriball, who warns that global shocks will become more frequent.

FreightWaves • September 1, 2020

Why Maersk axed Safmarine and Damco — and what’s next

Layoffs loom. Maersk maintains changes are not about cutting costs amid COVID, but about improving service.

FreightWaves • August 25, 2020

What trade war? US imports from China are booming

U.S. importers turn to Chinese sellers in the wake of COVID.

FreightWaves • August 25, 2020

New data trove reveals how COVID hit world trade

Good news: Ocean volumes are recovering from COVID.

FreightWaves • August 19, 2020

World’s largest container line triples profits despite COVID

The new normal for container shipping: active capacity management and digital spot bookings.

FreightWaves • August 17, 2020

Q&A: COVID, the rise of China, and the future of ocean shipping

COVID-19 could ignite geopolitical clashes and cause “meltdown” in U.S. consumer demand.

FreightWaves • August 14, 2020

Hormuz tanker risk rises after US seizes Iranian cargoes

Will Iran retaliate after America commandeers four Iranian gasoline shipments?

FreightWaves • August 13, 2020

Supertanker double-whammy: Less volume, shorter hauls

Asia crude drawdown slashes both the “tons” and the “miles” in the ton-mile equation.

FreightWaves • August 12, 2020

Trans-Pacific ‘going crazy’ as demand defies pandemic pessimists

Asia-U.S. ocean freight rates are hitting record highs as import demand outpaces vessel supply.

FreightWaves • August 11, 2020

Tanker major DHT is back in takeover mode

When times get tough, crude-tanker owner DHT starts buying. Times are getting tough.