FreightWaves • March 31, 2023 Ship fuel cost way down from war peak, but ‘green’ fallout looms Surging costs after Russia’s invasion of Ukraine could be a taste of things to come as shipping transitions to more expensive “green” fuels.
FreightWaves • March 29, 2023 Hello, goodbye: Shipping's latest entries and exits on Wall Street The lineup of shipping stocks is in flux. There are multiple new listings as well as notable departures.
FreightWaves • March 27, 2023 Trans-Atlantic container rates still double pre-COVID levels A fifth of U.S. containerized imports come from Europe. Shipping on this route remains much more expensive than it used to be.
FreightWaves • March 23, 2023 In search of shipping’s next supercycle: Are tankers next? Container shipping just experienced a record boom. Some believe crude and product tankers are poised to follow suit.
FreightWaves • March 22, 2023 How decarbonization backfired, slowing tanker building to trickle Shipowners say they won’t order expensive new dual-fuel tankers without charters. They’re not getting charters, so they’re not ordering.
FreightWaves • March 20, 2023 Crunch time for trans-Pacific container shipping contract talks Flexport projects trans-Pacific contract rates will decline around 70% from 2022 levels but still be around 30% above current spot rates.
FreightWaves • March 17, 2023 West Coast wipeout: Los Angeles, Long Beach imports still sinking U.S. importers have forsaken their traditional gateway in Southern California. Many may be gone for good.
FreightWaves • March 17, 2023 Could future supply chain crisis hit diesel shipping, not containers? Tanker capacity for diesel is already tight amid war fallout. With very few ships on order, future transport capacity could fall short.
FreightWaves • March 15, 2023 How much will container lines ‘earn’ in 2023? It depends on the metric Quarterly net losses could be around the corner for container lines, but EBITDA will stay high even if carriers dip into the red.
FreightWaves • March 13, 2023 Zim Q4 results surprise to upside but 2023 ‘extremely challenging’ Shipping line Zim could face net losses in the quarters ahead, yet it has a hefty cash cushion to soften the blow.
FreightWaves • March 10, 2023 Crude shipping revs up; supertanker rates top $100,000 a day With virtually no new ships on order and demand strengthening, the tanker business seems poised for a bull run.
FreightWaves • March 8, 2023 Imports sink again as wholesale inventories remain bloated U.S. businesses overshot in 2022, importing way more than they needed. The hangover is in full swing, depressing 2023 imports.
FreightWaves • March 7, 2023 The Fed’s supply chain pressure gauge just went negative Supply chain issues are in the rearview mirror for Fed inflation policy, but for importers, there’s still room for improvement.
FreightWaves • March 6, 2023 Container shipping market yet to bottom as spot rates keep slipping Container lines are unable to prop up rates because they haven’t culled enough capacity to compensate for weak demand.
FreightWaves • March 2, 2023 Hard landing? 2023 could be Hapag-Lloyd’s 3rd-best year ever Shipping lines like Hapag-Lloyd have suffered sharp rate falls from the peak, but they’re nowhere near financial distress.
FreightWaves • March 1, 2023 Container lines still chartering ships despite drop in cargo demand Charter rates are far below the peak but higher than pre-COVID as liners continue to sign new container-ship leases.
FreightWaves • February 27, 2023 The rise of crude tanker ‘cannibals’ in wake of Russia-Ukraine war Larger crude tankers are moving more U.S. exports on shorter voyages to Europe as long-haul volumes to China stagnate.
FreightWaves • February 24, 2023 One year later: How Ukraine-Russia war reshaped ocean shipping After a year of sanctions and “self sanctions,” shipping goods caught in the crossfire continue to find their way to buyers.
FreightWaves • February 22, 2023 ‘Colossal’ tidal wave of new container ships about to strike New Alphaliner data highlights the enormity of new container shipping capacity that’s poised for delivery.
FreightWaves • February 21, 2023 Container trade’s next turn: Price wars, cheap contracts, new ships Two container shipping experts give their take on how the hangover after the pandemic boom could play out.