Dry Bulk Market on Strong Footing, While Tanker/Gas Shipping Rates up on Seasonal Demand
Credit markets: Global yields reached their lowest levels in a year this September, driven by the sustained low interest rate environment and the...
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Another Revolution Is Coming for Container Shipping (& Ports)
McKinsey has put out a seminal paper on container shipping, the next 50 years. I attach the link because the file is so large. It is worth reading....
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CMA CGM Credit Research 2Q17 Results Update - Credit Outlook Stable - Bond Valuation Neutral
Profitability shot up in 2Q17, thanks to a better freight market and benefits from NOL acquisition: CMA CGM posted higher revenues by 57% y/y at...
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Container Shipping - A Rising Tide Floats All Boats
Supply-demand balance still delicate, but better than last two years. The balance between supply and demand is still wafer-thin, which has had its...
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Underlying Thesis Intact; Maersk Line Returns to Profitability
Impairments hold back group’s result, but Maersk Line turns profitable. Maersk Line returned back to the black with a profit of USD 339m in 2Q17...
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