Monthly Container Shipping Tracker: December Respite Likely Short-Lived | Stay SHORT (January 2025)
A ceasefire, if successful, will lead to lower rates in the Asia-Europe & Transpacific trades. We remain -ive on container shipping in 2025 despite...
570 Views
Container Shipping: Mean Reversion in 2025, Yes, but to WHICH Mean?
If container carrier profitability begins to revert to historical mean levels in 2025, it suggests a dramatic decline in financial performance in...
756 Views
Monthly Container Shipping Tracker: November Pricing Weaker | January ILA Strike? (December 2024)
Container rates continued to soften in November, and 2024's Q4 seasonal decline from the Summer peak has been the second-steepest in the past 12...
886 Views
Monthly Container Shipping Tracker: Price Momentum Softens | CMP-ZIM L/S Pair Idea (November 2024)
Container price momentum faltered again in October, and we believe spot rates will continue to moderate near-term. Negative reaction to ZIM's...
835 Views
Short ZIM Against Long Position in China Merchants Port Hldgs | 2025 High Conviction
We believe container shipping price momentum is waning. Pairing a short position in carrier ZIM against a long position in terminal operator CMPH...
720 Views