LNG shipping

As the Panama Canal scales back on reservation slots, more ships without reservations wait longer to get through.

A fleet of container vessels is up for sale as a company backed by Greece’s Evangelos Marinakis switches its bets to LNG shipping.

The water crisis at the Panama Canal is getting worse and will force more ships to take much longer routes.

A leading exec in liquefied gas shipping gives his take on war in the Middle East, market fundamentals and shipping stocks.

Geopolitics has always been a key driver of global shipping markets. How could the war in Israel affect rates?

This week in Borderlands: $18B LNG export terminal project moves forward at Texas seaport; DHL investing $560M to expand supply chains in Mexico, South America; German manufacturer announces 1st facility in Mexico; and CBP seizes nearly $4 million in meth from a California border crossing.

Europe faced a potentially disastrous energy shortage after war broke out. LNG shipping played a vital role in limiting the fallout.

The lineup of shipping stocks is in flux. There are multiple new listings as well as notable departures.

After a year of sanctions and “self sanctions,” shipping cargoes caught in the crossfire continue to find their way to buyers.

Are falling commodity shipping spot rates the result of normal seasonality or a symptom of global economic malaise?

Just as the pandemic wound down, another market-altering event for shipping — the Ukraine-Russia war — ramped up.

Stratospheric LNG shipping rates offer a lesson on the do’s and don’ts of measuring earnings momentum.

Global energy trades face even more tumult ahead. “This could get crazy,” says Scorpio Tankers’ Robert Bugbee.

Some VLGCs carrying propane and VLCCs carrying crude have joined LNG carriers in shipping’s six-figures-per-day club.

With war raging and pipelines sabotaged, shippers are paying astronomical sums to transport LNG across the oceans.

Tanker stocks are proving to be a shelter from the Wall Street storm as demand grows for ships that transport oil and natural gas.

Shipping volumes are weakening in and out of China. Is this a temporary pullback or a sign of more serious trouble ahead?

The Russia-Ukraine war caused demand for LNG to surge. Owners of LNG carriers are in prime position to profit this winter.

The latest shipping company poised to delist has a market cap of $3.5 billion. The latest new entrant’s market cap is under $20 million.

Chinese military exercises in the Taiwan Strait will delay shipments. Further escalation could have dramatic supply chain effects.

Federal regulators are deciding at what level should the U.S. allow the transportation of liquefied natural gas by rail. Some environmental groups oppose LNG by rail because of concerns about transporting highly flammable material.

Container-ship transits of the Panama Canal are up as liners favor the East Coast. LNG transits are down as U.S. gas heads to Europe.

Tanker, bulker and LNG shipping stocks rise as domestic freight and container stocks face pressure.

U.S. LNG cargoes were already flooding toward Europe months before the new deal. Real progress seems years away.

Ship-position data shows a fleet of LNG carriers en route to Europe amid scramble to bolster energy supply.

An attack on Ukraine could hike costs for shipowners and cargo shippers across the globe.

For bulk commodity shipping, a rough start to the year. For container shipping, the profit bonanza continues.

Spot rates topped $300,000/day, sank to teens, rose to over $360,000, now back near $100,000.

The ocean shipping boom is spreading across vessel types. Spot LNG shipping rates just topped $150,000 per day.

More public shipping companies go private as IPOs remain rare. Here’s why exits outpace new listings.

Containerized exports continue to struggle but overall, U.S. exports are rising. Sales are at record levels for some commodities.

As some Chinese factories go dark, more delays for container imports but bullish sign for coal, LNG and oil shipping.

FRA Deputy Administrator Amit Bose testifies on crew size and LNG by rail at his nomination hearing.

Dry bulk and LNG shipping stocks now at 52-week peaks with container stocks not far from the top.

The costs to electrify freight rail in the U.S., albeit expensive, extend beyond strictly capital costs to questions about electric grid reliability and how best to address decarbonization.

“American customers will be able to choose to transport their goods using LNG, a new technology that helps to preserve air quality by eliminating almost all atmospheric pollutants,” said CMA CGM CEO Rodolphe Saadé.

One of the largest players in public LNG shipping, GasLog Ltd., plans to give up its NYSE listing. Will more shipowners opt to go private?

Though maritime shipments of LNG are routine today, it was only 62 years ago that the first shipment of LNG occurred.

An LNG ship is now earning more than any other vessel in history. Extreme weather in Asia has propelled LNG rates into the stratosphere.

Panama Canal congestion is not impeding transits of container ships but it is pumping up spot rates for LNG and LPG carriers.

The total market capitalization of U.S.-listed ocean shipping stocks has plunged 34% in 2020, but there are reasons for hope in 2021.

Rep. Joseph D. Morelle of New York says LNG unit trains would pose a safety threat to the local community.

Positive COVID recovery signal: LNG shipping is behaving normally again, with a typical seasonal spike.

The groups say more federal oversight is needed for the transport of liquefied natural gas by rail.

Environmental groups and several states have filed lawsuits against regulation governing liquefied natural gas by rail over environmental and safety concerns.

The rule seeks to address Democrats’ concerns about the safety measures the railroads would take in transporting liquefied natural gas.

Warning sign for tanker investors as US crude exports begin to reverse course.

What the war of words between the U.S. and China means to ocean shipping.

Here’s why tanker stocks are rising as the rest of the U.S. stock market is crashing.

From container shipping to tanker transport, markets are awash in coronavirus fallout.

Funding likely to remain elusive for proposal that focuses on zero-carbon initiatives.

New pact is a plus for tankers, bulkers and box ships, but less so for equities.

U.S.-China deal should boost shipping stock sentiment, assuming investors believe it’ll stick.

The approval comes amid some objection by Congressional Democrats and a wider proposed rulemaking on the same issue.

Investors and commodity shippers favor spot contracts, but GHG cuts will require more long-term employment.

What was behind the historic rise and sudden fall in global LNG floating storage?

Headlines have highlighted booming VLCC rates, but spot LNG shipping rates have now taken the crown.

Crude tanker rates continue to surge, driven by geopolitical tensions. Meanwhile, container rates remain weak.

U.S. sanctions targeting Iranian crude aboard Chinese ships ensnare Canadian-headquartered, New York-listed owner of Bahamas-flagged vessels carrying Russian cargoes via Arctic Sea.

Two lawmakers want more extensive review of the risks and practice of using tank cars to haul liquefied natural gas.

Final investment decisions for new global LNG export plants are surging, a negative for future thermal coal demand.

As with product tanker rates, crude tanker rates show no sign yet of upside from IMO 2020 preparations.

Low pricing will speed up Europe’s transition from coal to gas, according to Morgan Stanley.

One of the highest-profile owners in ocean shipping expounds LNG’s appeal.

New incentives for container shipping could bring more boxes through the canal to the U.S. East Coast.

Bringing spot vessels together into a pooling arrangement made sense, but ultimately, business interests diverged.

Shipping rates are clawing their way back from lows set earlier this year.

The Teekay companies continue to concentrate their focus on oil and LNG shipping.

Executives at GasLog Ltd. believe the LNG shipping spot market is set to rebound. Others are not so sure.

Government approval has been given for the construction of a $250 million (US$175 million) liquefied natural gas import terminal at Port Kembla, 44 miles to the south-south-west of Sydney, Australia. The country is facing a shortage of gas and record high prices, which is somewhat ironic because Australia is likely the world’s biggest exporter of gas.

U.S. unveils new strategy in response to increasing investments by Russia and China.

President Trump’s executive order would create new transportation option for capacity-constrained LNG markets.

LNG shipments to Puerto Rico caught in the middle of latest battle over the Jones Act maritime regulation.

The rapid growth in LNG imports to China, Japan and Korea is driving the cost of transportation higher, with Atlantic cargoes bound for Asia approaching $100,000 per day for Large LNG carriers, up from $30,000 per day a year ago.