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...
458 Views
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...
361 Views
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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TRACKING TRAFFIC/Containers & Air Cargo: Rates Rose in January, But Margins Remain Under Pressure
Our index suggests average container shipping rates increased by around 6.6% in January. This is the largest YoY increase for our index since June...
366 Views