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...
380 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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Santos Brasil (STBP3): Will Santos Turnaround and Deliver?
Maersk renewed its contract with Santos Brasil expiring in March 2021. We anticipate additional demand created by Maersk’s contract could...
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TRACKING TRAFFIC/Containers & Air Cargo: Box Volume, Rates Both Move Up | Fuel Prices Retreat
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
386 Views