Houthi attacks have been a plus for shipping rates. The latest to benefit: Owners of container vessels that can be rented to shipping lines.
Despite a collapse in freight rates, container shipping is not behaving like an industry facing an imminent crisis.
Charter rates are far below the peak but higher than pre-COVID as liners continue to sign new container-ship leases.
Container and dry bulk shares soared last year, leaving tanker stocks behind. This pattern has now reversed.
Charter rates hold steady at their peak as the seemingly neverending container shipping boom continues.
Some shipping shares are rising because of war tailwinds. Others are rising despite war headwinds.
Liner deals in the ship-leasing market imply strong confidence in high freight rates for the foreseeable future.
There has never been a better time to own container ships and lease them to liners. But some owners are selling ships and cashing out.
Congestion is cutting liner capacity just as freight rates are at all-time highs, incentivizing carriers to buy or charter more ships.
Freight forwarder will pay “absolute historic high” to secure container ship as “people are panicking” amid “out of control” market.
COVID has been great for stocks. In ocean shipping, container and dry bulk shares rode the wave. Tankers stocks sank.
Newbuild-to-fleet ratio now 15.3%, up from 9.4% in mid-2020. But orders are not high enough yet to wave red flags.
Container, dry bulk and tanker stocks push forward. Biggest winner since mid-2020: Danaos, up (this is not a typo) 1,202%.
A Biden administration teamed with a Democratic Congress should lead to even more stimulus, a recipe for even more container imports.
Ocean carriers toed the line on capacity control in 2020. What does this new normal mean to shippers, yards and leasing companies?
Container shipping stocks are back to pre-COVID levels whereas many tanker and bulker stocks are down by double-digits year-to-date.
The trans-Pacific capacity crunch continues. Container volume that’s either inbound to Los Angeles or stuck at anchorage is surging.
Analysts point to upside prospects for container-ship stocks as charter rates rebound.
U.S. importers now paying three times more per mile than Europeans for transport of Chinese goods.
The more sailings cancelled, the more risk to companies leasing container ships to carriers.
Earnings calls shed new light on how ocean shipping bosses view coronavirus crisis.
Higher freight rates are piquing investor interest, bringing ship owners back to the capital markets.
Global Ship Lease says it focuses on trade lanes responsible for 70% of global container trade and not the big East-West trades.
The quarterly results of Costamare reveal continued rise in container-ship charter rates.
It has now been a half-decade since the emergence of large-scale container liner alliances. What’s their track record?
East Coast refinery outage spurs more trans-Atlantic gasoline cargoes from Europe.
Despite all the negative news, container shipping may be on a steadier course than in previous decades.
NYSE-listed Global Ship Lease is reporting improved conditions in the container ship chartering market.
