Lloyd's List • August 30, 2024 Tanker shipping’s dark fleet to keep growing until ‘margins are destroyed’ Frontline: Sanctions and regulations won’t halt dark fleet rise, overcapacity will
Lloyd's List • August 21, 2024 Shipowners still adding more scrubbers, via newbuildings not retrofits Escalating scrubber use equates to ongoing strong demand for high-sulphur fuel oil.
Lloyd's List • August 16, 2024 How have shipping stocks fared in aftermath of summer sell-off? Shipping shares regain some ground, but year-to-date performance mixed
Lloyd's List • August 15, 2024 VLCC rates suddenly spike amid ‘fragile’ market and China worries TCE index for Middle East-China VLCC route surges 47% on Thursday
Lloyd's List • August 2, 2024 Shipping shares fall sharply amid widespread Wall Street sell-off US-listed shipping stocks are getting hammered along with the rest of the market.
Lloyd's List • July 29, 2024 This time it’s different: No backhaul box rate upside from Red Sea effect Backhaul spot container freight rates jumped in Covid era but are stagnant in 2024.
Lloyd's List • July 22, 2024 Box rates still historically high, but more ‘cracks’ and peak signals emerge Shanghai Containerised Freight Index drops for second week in a row
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 • July 16, 2024 What could a second Trump presidency mean for shipping — and shipping stocks? As the odds of a second Trump presidency increase, analysts mull the financial impact
Lloyd's List • July 10, 2024 Container rates in ‘doom loop’ and ‘bubble’ amid strong US imports US freight economist warns 2025 could be ‘craziest year ever’ if Trump tariffs ensue
Lloyd's List • July 1, 2024 Unipec spot cargo data highlights VLCC weakness vs other tanker classes Unipec crude spot volumes down 8.7% in 1H24, overall volumes up 4.3%
Lloyd's List • June 27, 2024 How Star Bulk merger succeeded amid shipping consolidation ‘failure’ Self-serving behavior of executives of listed shipping companies is still holding up M&A
Lloyd's List • June 22, 2024 Lionel Messi’s fashion royalties and shipping’s road to Nasdaq Some shipping listings are acquired from public companies that have nothing to do with shipping — which makes for some colourful Nasdaq origin stories.
Lloyd's List • June 19, 2024 Summertime blues come early for VLCCs as spot rates sink VLCC rates slump 46% month on month, Middle East Gulf-China rates at eight-month low.
Lloyd's List • June 18, 2024 Shipping stocks suffer ‘brutal’ pullback in June after long bull run Shares have fallen across the board. A speed bump or the start of something worse?
Lloyd's List • June 14, 2024 How one small US exporter navigated four years of global disruptions Forest products exports, like everything else, take the long way around Cape of Good Hope
Lloyd's List • June 10, 2024 A tale of three offerings: The nine-figure equity sales of Dorian, Zim and Torm Dorian raising up to $102.3m, Ofer selling $111m-$211m-worth of Zim, Oaktree sells $250m of Torm
Lloyd's List • May 30, 2024 Tanker giant Frontline: ‘We’re in for a longer one’ in current upcycle Positive market signal for tankers: Oil majors and national oil companies are seeking more three-year VLCC charters.
Lloyd's List • May 21, 2024 Zim continues to place its bets on the transpacific spot market Zim will be heavily exposed to the transpacific spot market for a second year in a row, but this time around, the odds look like much less of a gamble.
Lloyd's List • May 13, 2024 As shipping stocks soar, controlling shareholders reap the rewards Shipping equities are hitting new peaks — not just 52-week highs but in some cases all-time highs.