TRACKING TRAFFIC/Containers & Air Cargo: Spot Vs 'Achieved' Rates | Fuel Prices Up | US Retail Weak
Although December container volumes and average pricing improved, we see increasing risks, including rising fuel prices and lackluster US retail...
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Planned ZIM IPO: Opportunistic Listing Near Cycle Peak for Minor Industry Player
ZIM is pursuing an IPO in the US as the container shipping cycle is approaching a peak. In this note we attempt to give investors context that...
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TRACKING TRAFFIC: Containers & Air Cargo: August Volumes Jump | New PoLA Data Firm Through October
August numbers show better volumes, rates just so-so (but improving) Forward data from P
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TRACKING TRAFFIC/Container Shipping: Shortage of Empties Creates Surprisingly Tight Conditions
Our monthly index suggests average container rates in March increased by 7.6% YoY despite measurably weak trade activity in key export and import...
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TRACKING TRAFFIC/Containers & Air Cargo: February Box Demand Weak, Cheaper Fuel May Help from April
Container traffic at important cargo origins and destinations remained weak in February -- no surprise given what we know about the impact of...
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