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...
603 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...
534 Views
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...
381 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...
721 Views