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...
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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...
677 Views
Crystal Baller: Tracking Traffic's Key 2025 Themes & Events: Containers | Express | Chinese Tourism
In this insight we outline the important 2025 themes & events facing the three sectors we cover in our monthly Tracking Traffic series: Container...
674 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...
788 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...
726 Views