TRACKING TRAFFIC/Container Shipping: Shortage of Empties Creates Surprisingly Tight Conditions
Our monthly index suggests average container rates in March increased by 7.6% YoY despite measurably weak trade activity in key export and import...
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TRACKING TRAFFIC/Containers & Air Cargo: February Box Demand Weak, Cheaper Fuel May Help from April
Container traffic at important cargo origins and destinations remained weak in February -- no surprise given what we know about the impact of...
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DP World: Lousy Governance Is in Traders' Favor Here
Port and logistics operator DP World (DPW DU) saw its parent Port and Free Zone World, a wholly-owned subsidiary of state investment vehicle Dubai...
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Container Shipping and Coronavirus - Update
The short term impact of the coronavirus health crisis is a sharp hit to global container volumes and carrier earnings, but we re-iterate that the...
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Central Retail: Initial ESG Assessment Is Impressive
ESG ratings providers take a long time to rate issuers of initial public offerings. If you go through a list of recent large IPOs (e.g., Alibaba,...
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