Maersk Q324 Results: Giant Dane Finally Joins the Party, But Read-Through for Industry Is Limited
Maersk reported a scary-good set of quarterly results on Halloween! But many of its peers have been enjoying similar price-driven improvements in...
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Monthly Container Shipping Tracker: Price Momentum Softens | CMP-ZIM L/S Pair Idea (November 2024)
Container price momentum faltered again in October, and we believe spot rates will continue to moderate near-term. Negative reaction to ZIM's...
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Maersk Q224 Results | Strangely, Danish Container Giant Saw Limited Gains From Higher Spot Rates
If you've read about skyrocketing spot container rates in 2024, you may be surprised to learn that Danish container shipping giant reported Y/Y...
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Monthly Container Shipping Tracker | Pricing Still Firm | Spot Rates Fall | Closed Pair (July 2024)
In June, price momentum and volume growth remained firm, but in July we've seen some spot rates dip. Mainly due to share price movements, we have...
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Why an Israel-Hamas Ceasefire Probably Wouldn't Lead to Lower Container Rates in Short-Term
Shares of container shipping companies have dipped in recent weeks, apparently on the expectation that an Israel-Hamas ceasefire could un-do the re...
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