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 12, 2024 As tanker stocks rise, Frontline savours new high and Euronav is left out of the party Most tanker stocks are up double digits year to date, led by Frontline, climbing 23%. But Euronav is down 6%.
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.
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
FreightWaves • January 24, 2024 Shipping fallout from Red Sea crisis spreads to product tankers The initial effect of Houthi attacks was on containerized consumer goods. The attacks are now snarling seaborne fuel flows.
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 18, 2024 Container spot rates rocket even higher as Red Sea crisis drags on Container lines faced overcapacity and huge losses in 2024. Then the Houthis flipped the market in favor of container lines.
FreightWaves • January 16, 2024 Red Sea conflict worsens, forcing more ship detours around Africa Container-ship diversions from the Red Sea will likely last for months. Are large-scale tanker diversions imminent?
FreightWaves • January 15, 2024 Container lines ‘scramble’ to rent more ships amid Red Sea crisis Houthi attacks have been a plus for shipping rates. The latest to benefit: Owners of container vessels that can be rented to shipping lines.
FreightWaves • January 10, 2024 Container lines had rough Q4 before Red Sea-driven rate rebound The upsurge in rates due to ship diversions did not come soon enough to rescue container lines’ fourth-quarter results.
FreightWaves • January 2, 2024 Container shipping rates spike as Red Sea crisis draws first blood Imports to Europe and the U.S. East Coast face heavy delays as Operation Prosperity Guardian fails to bring shipping back to the Red Sea.
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 27, 2023 How safe is Red Sea? Different shipping lines have different answers Shipping stocks are under pressure as some ocean carriers show faith in military protection from Red Sea attacks.
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 22, 2023 US-led forces in Red Sea will be defensive ‘highway patrol’ The key question for container shipping rates: How soon can Operation Prosperity Guardian woo traffic back to the Red Sea?
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 18, 2023 Red Sea chaos should boost tanker and container shipping rates A growing number of ship operators are refusing to transit the Red Sea and taking a very long detour around Africa instead.
December 15, 2023 Why attacks on container ships caused container stocks to jump Container-ship route diversions — first to avoid the Panama Canal, now to avoid Red Sea chaos — could help offset rate pressure from newbuilding deliveries.
FreightWaves • December 11, 2023 How Venezuelan invasion of Guyana could impact tanker shipping As war rages in Europe and the Middle East, a new flashpoint in South America could pose more complications for shipping.