FreightWaves • March 31, 2021

Another shipping stock bites the dust as big tanker fleets merge

‘Bigger is better’ is the mantra of public tanker companies. The just-announced INSW-Diamond S merger is a step in that direction.

FreightWaves • March 29, 2021

US ports, shippers face major fallout from Suez Canal chaos

Suez Canal accident aftermath: Extensive disruptions ahead for key Asia-East Coast container shipping services.

FreightWaves • March 26, 2021

Suez Canal crisis: Here are the cargoes in the crossfire

The longer the Suez saga continues, the greater the container, tanker and dry bulk shipping impacts. There could be big losers — and winners.

FreightWaves • March 25, 2021

What the Suez Canal accident means to the tanker business

Back in the Aristotle Onassis era, a Suez Canal closure was a tanker game changer. Today, tanker upside from the canal accident is limited.

FreightWaves • March 24, 2021

Could America’s historic import crunch get even worse?

California’s container-ship traffic jam is slightly less jammed but import pressure remains high. One analyst warns the worst may be yet to come.

FreightWaves • March 22, 2021

ZIM: US importers buckle, sign contracts early, pay 50% more

Ocean carrier ZIM just released record results and confirmed huge gains for contract rates. So why did its stock sink?

FreightWaves • March 21, 2021

Inside the now-booming business of building container ships

Newbuild-to-fleet ratio now 15.3%, up from 9.4% in mid-2020. But orders are not high enough yet to wave red flags.

FreightWaves • March 17, 2021

Deutsche Bank on import bonanza: ‘You ain’t seen nothing yet’

Deutsche Bank’s Amit Mehrotra on how long import surge could last and upside potential for container, dry bulk and tanker stocks.

FreightWaves • March 14, 2021

Minus $7,400 a day? How can shipping rates fall below zero?

Tanker and bulker spot rates can go sub zero — some tanker rates are there now. What do the negative numbers really mean?

FreightWaves • March 12, 2021

Full steam ahead for Wall Street’s shipping stocks

Container, dry bulk and tanker stocks push forward. Biggest winner since mid-2020: Danaos, up (this is not a typo) 1,202%.

FreightWaves • March 10, 2021

America’s container-shipping gridlock: California vs. Georgia

Anchorages are filling up with ships off multiple ports — not just California’s. Yet the reasons behind the traffic jams are not always the same.

FreightWaves • March 8, 2021

California port pileup leaves old records in the dust

How does California congestion rank versus 2015 logjam caused by tensions with dockworkers union? It’s not even close: 2021 wins by a longshot.

FreightWaves • March 5, 2021

OPEC+ deal shocker will prolong bloodletting for crude tankers

Analysts tally tanker fallout after OPEC+ stuns market with decision to hold the line of production cuts.

FreightWaves • March 3, 2021

Video: Ocean carriers wrest market power from shippers

A fireside chat between logistics consultant Tom Craig and FreightWaves senior editor Greg Miller.

FreightWaves • March 3, 2021

What new boom in vessel sales means to shipping stocks

If ocean freight rates have legs, analysts see much more room for the secondhand ship values to run — which should, in turn, boost stocks.

FreightWaves • March 2, 2021

Video: Big year ahead for maritime tech startups

A fireside chat between Evan Efstathiou, CEO of SkySail Advisors and Burmester & Vogel and FreightWaves Senior Editor Greg Miller.

FreightWaves • March 2, 2021

Is dry bulk shipping’s strange Q1 a sign of strength to come?

The bosses of public dry bulk shipping companies claim that recent market oddities point to good times ahead.

FreightWaves • February 25, 2021

Ocean carriers hold all the cards in contract talks with shippers

It’s not just small and midsized importers that face massive contract rate hikes. Even the biggest shippers will feel the pain.

FreightWaves • February 22, 2021

Another one bites the dust: LNG shipping’s GasLog to delist

One of the largest players in public LNG shipping, GasLog Ltd., plans to give up its NYSE listing. Will more shipowners opt to go private?

FreightWaves • February 19, 2021

All eyes turn to timing of tanker rate resurrection

Crude and product tanker rates are bouncing along the bottom. And as one analyst put it, "There is only one way to go from here."