Container Shipping: The Good, the Bad, and the Ugly
Carrier fortunes have been subjected to a rollercoaster ride since mid-2018 as the trade war and tariffs between the US and China have fueled...
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This Week in Blockchain & Cryptos: Visa, Ubisoft, GM, Target, FB & Apple Reveal Blockchain Plans
Bitcoin saw a correction during the first week of June but has recovered quickly. Bitcoin's leading indicators remain positive, giving a bullish...
592 Views
AP Moller Maersk (MaerskB DC) -Expect 2019 to Be Better
Although APMM is turning incrementally more positive in 2019 driven by higher freight rates (Drewry est. 6.5%) versus 2018 (2.6%), we believe its...
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TRACKING TRAFFIC/Containers & Air Cargo: December Box Rates & Volume Firm | Air Cargo Weak, Again
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
378 Views
2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
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