Monthly Container Shipping Tracker | Pricing Still Firm | Share Prices Converging | (May 2024)
Average deep-sea rates and traffic remained firm in April. The L/S pair trades we suggested back in mid-March? One of them has worked out quite well.
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Monthly Container Shipping Tracker | Rates Depressed, Stable | Worst of 'Storm' Passed (July 2023)
Our research tracking container rates and profitability suggests that the worst of the storm has passed, and that we should see easier Y/Y comps...
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Monthly Container Shipping Tracker | February Spot Rates Strong | Volume Firm, Too | (March 2024)
February price momentum improved dramatically, to levels not seen since Q322. Spot rates have lifted some carriers' shares YTD, but we expect share...
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Maersk FY23 Meets Guidance | But FY24 Guidance & Commentary Rock Hopeful 'Glass Half-Full' Investors
Maersk's downbeat commentary appeared to surprise investors last week. It also revealed a mismatch between management's long-term views and...
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Monthly Container Shipping Tracker | Rate Momentum +ive | Throughput Up, Too | (January 2024)
Price momentum for deep-sea container rates is improving, and container volumes are also firming. Meanwhile, cheap fuel remains a slightly helpful...
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