Monthly Container Shipping Tracker | March Volumes Strong | Q1 Margins Likely Up Y/Y (April 2024)
Container rate momentum remained +ive in March, & we believe carriers' margins probably improved Y/Y in Q124 (despite higher fuel expenses). Our L...
440 Views
Monthly Container Shipping Tracker | February Spot Rates Strong | Volume Firm, Too | (March 2024)
February price momentum improved dramatically, to levels not seen since Q322. Spot rates have lifted some carriers' shares YTD, but we expect share...
372 Views
Maersk FY23 Meets Guidance | But FY24 Guidance & Commentary Rock Hopeful 'Glass Half-Full' Investors
Maersk's downbeat commentary appeared to surprise investors last week. It also revealed a mismatch between management's long-term views and...
438 Views
Monthly Container Shipping Tracker | Rate Momentum +ive | Throughput Up, Too | (January 2024)
Price momentum for deep-sea container rates is improving, and container volumes are also firming. Meanwhile, cheap fuel remains a slightly helpful...
360 Views
Monthly Container Shipping Tracker | Lapping Easy Comps | Red Sea Re-Routes & More (December 2023)
We believe price momentum has started to get "less bad", mainly due to easier Y/Y comps. A potential Red Sea re-route could soak up lots of under...
457 Views