Lloyd's List • April 26, 2024 Ukrainian grain exports rebound as ship arrivals near pre-war levels The number of bulker arrivals has surged and Ukraine has been able to maintain its exports.
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 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.
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.
INSIDE SHIPPING • March 6, 2024 2024 shipping stock surprises – and a look at the ‘Monday curse’ With the latest year-to-date performance stats on dry bulk, container line, container-ship lessor and tanker stocks
INSIDE SHIPPING • February 16, 2024 As US military polices Red Sea, US trade is nowhere in sight – it all diverted U.S. import and export cargoes – from containers to gas to grains – are all going around the Cape of Good Hope. Have the Houthis already won?
FreightWaves • January 22, 2024 Shipping and geopolitical risk: Don’t forget about Korean Peninsula Amid the focus on wars in Europe and the Middle East, North Korea’s threat to key exporting and shipbuilding nations grows.
FreightWaves • January 19, 2024 Panama Canal transits sink to new drought-driven low in December Monthly canal transits are now much lower than they were in 2015, the year before the Neopanamax locks went into operation.
FreightWaves • December 29, 2023 Shipping shares outpaced S&P 500 amid 2023’s rising stock market Tanker stocks rose as expected in 2023, container shipping shares surprised to the upside, and dry bulk stocks lagged the pack.
FreightWaves • December 26, 2023 Top ocean shipping stories of 2023: War, drought and detours Ocean shipping kept the world’s cargo flowing amid two wars and disruptions at both the Panama and Suez canals.
FreightWaves • December 20, 2023 Red Sea fallout much greater for containers than tankers, bulkers Container ships have forsaken the Red Sea route but many bulk commodity vessels continue to transit the danger zone.
FreightWaves • December 13, 2023 Panama Canal transits plunge as larger ships are turned away Panama’s drought initially affected transits through the smaller locks. The pain has now spread to the larger Neopanamax locks.
FreightWaves • December 4, 2023 ‘Astronomical’ gain for dry bulk shipping but rally looks fleeting Commodity shipping has a well-deserved reputation for extreme volatility. The rise and expected fall in dry bulk is a case in point.
FreightWaves • November 30, 2023 No reservation at Panama Canal? Prepare for a long wait As the Panama Canal scales back on reservation slots, more ships without reservations wait longer to get through.
FreightWaves • November 21, 2023 Yet another shipping 'chokepoint' risk as Yemen rebels attack Panama Canal restrictions force more ships to transit the Bab el-Mandeb Strait off Yemen, where they face a hijacking risk.
FreightWaves • November 17, 2023 China and global trade: Why stimulus is MIA and risks are rising The era of rapid Chinese growth and large-scale government intervention is over, says China Beige Book CEO Leland Miller.
FreightWaves • November 9, 2023 Panama Canal crisis forces US farm exports to detour through Suez U.S. agribulk exports to Asia are taking the longer route via the Suez Canal due to Panama transit restrictions.
FreightWaves • October 11, 2023 War in Israel: The new geopolitical flashpoint for ocean shipping Geopolitics has always been a key driver of global shipping markets. How could the the war in Israel affect rates?
FreightWaves • October 4, 2023 Tide turning against 'hyper-dilutive' shipping stock sales Investors have been burned for years by dilutive share offerings by micro-cap shipowners. Backlash is building.
FreightWaves • September 1, 2023 How have shipping shares performed versus broader stock market? Have shipping stocks been a good bet? Here’s a look at their performance year to date and versus pre-COVID.