Lloyd's List • September 10, 2024

The numbers don’t lie: October US port strike would be ‘cataclysmic’

East/Gulf Coast ports handled 51% of US imports year to date in teu, 64% in tonnes

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 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 • 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 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.

Lloyd's List • April 24, 2024

Another one bites the dust: Shipping stocks keep disappearing from the ticker

Gram Car Carriers sale follows recent delistings of Eagle Bulk, Textainer and Navios Holdings.

Lloyd's List • April 10, 2024

March transit data shows first month-on-month gain since July 2023

March transit data shows first month-on-month gain since July 2023.

Lloyd's List • April 4, 2024

MSC faces potential $63m FMC fine for actions during supply chain crisis

Shipping Act violations of ‘iniquitous nature, vast extent and severe gravity,’ alleges FMC office

Lloyd's List • March 29, 2024

Transpacific contract negotiations going down to the wire

The upside scenario for shipping lines – Houthi-inflated spot rates spur big gains in annual transpacific rates – is not happening, says Flexport.

INSIDE SHIPPING • March 20, 2024

The ‘vastly different’ time horizons of shipping bosses and investors

There’s a common thread between criticism of container shipping’s ordering spree and investor chagrin over tanker dividends.

INSIDE SHIPPING • March 13, 2024

Liner execs downplay Red Sea upside, punishing their own shares

Container shipping lines, much to the dismay of retail stock traders, have done little to support the bull case and have talked up the bear case.