Monthly Container Shipping Tracker | Rates Depressed, Stable | Worst of 'Storm' Passed (July 2023)
Our research tracking container rates and profitability suggests that the worst of the storm has passed, and that we should see easier Y/Y comps...
531 Views
Japan Morning Connection: US Relief Rally Sending JP Futures Sharply Higher
Israel bows to US pressure, Japan to begin bilateral trade talks. US shippers despite global trade decline. Samsung numbers beat with Galaxy S25...
230 Views
Monthly Container Shipping Tracker | Rates Down | Chorus of Weak Guidance | USTR-MARAD (March 2025)
Container rates continue to fall, and major carriers are guiding to a collapse in core margins in FY25. Proposed US rules could potentially make...
352 Views
ZIM Q424 Results, FY25 Guidance: Listen When Management Says "We're Gonna Earn Much Less This Year"
Grim FY25 guidance and bleak commentary from ZIM management last week bolster our own very negative medium-term view of the deep-sea container...
340 Views
Monthly Container Shipping Tracker | No, Not All Trade Disruptions Boost Carriers (February 2025)
After a respite in December, container shipping price momentum plunged again in January. We expect rates and profitability to decline sharply in...
528 Views