Ocean shipping

The trans-Pacific market is bursting at the seams as shippers rush in holiday cargoes.

What happens next at the IMO will affect oceangoing ship capacity — and freight rates — for decades to come.

More recovery signals: container lease pricing up over 50% versus second quarter, new container prices up 40% year-to-date.

High cost of repositioning reefer equipment is hitting food exporters hard amid ongoing tariff fallout.

New Kpler data reveals slow pace of floating-storage unwind and steady fall in crude-tanker utilization.

On a collision course: holiday timing, surging consumer demand, thin inventories, and capacity constraints for container liners and ports.

Sequel to “The Shipping Man” asks whether ESG will kill the old-school style of traditional shipowners.

Cargo mix and larger locks kept Panama Canal volumes rising despite headwinds.

A “blue sweep” win for Democrats could be good for container ships, bad for tankers.

Listed carriers are poised to post stellar third-quarter numbers on higher rates and volumes.

Banks, charterers, shipowners and governments want to clean up ocean transport. Not necessarily in the same way.

Shipping CEOs see an increasing risk of a global economic crisis in the decade ahead.

Another key bellwether — the cost of dry bulk freight — is pointing to an economic recovery.

‘Get ready for the biggest restocking cycle on record,’ says Jefferies.

As NYSHEX expands and Maersk Spot nears U.S. approval, ocean transport contracts could become more binding.

Marine fuel prices are down 30% year-on-year despite the IMO 2020 regulation.

Bullish signal: Strong demand for box equipment extends into 2021.

Intensive five-year government project will hopefully lead to increased efficiency in planning of ocean shipping routes. “A lot of these seaports are continuing to see growth.”

Analysts point to upside prospects for container-ship stocks as charter rates rebound.

Ocean shipping stocks remain mired in a sea of red. A bad year is getting worse.

China could decide enough is enough if trans-Pacific rates rise too high.

New Panjiva survey reveals extent of coronavirus fallout on global supply chains.

Amid talk of more floating storage, Kpler data reveals most of round-one storage volume is still on the water.

International import bookings signal continued strength in the domestic freight market.

As prosecutors rack up guilty pleas in 2019 case, more coke crosses via ship from South America to Europe in 2020.

U.S. importers now paying three times more per mile than Europeans for transport of Chinese goods.

After decades of safety improvements, a deadly stretch of casualties for ocean shipping.

CMA CGM bonds that traded at 55 cents on the dollar in March are now trading near par.

Crude-tanker rates on the benchmark Middle East-Asia run are now deep in the red.

McKinsey warns that global shocks will become more frequent and shippers must improve the resiliency of their supply chains.

Layoffs loom. Maersk maintains changes are not about cutting costs amid COVID, but about improving service.

U.S. importers turn to Chinese sellers in the wake of COVID.

Good news: Ocean volumes are recovering from COVID.

New normal for container shipping: active capacity management and digital spot bookings.

COVID-19 could ignite geopolitical clashes and cause “meltdown” in U.S. consumer demand.

Will Iran retaliate after America commandeers four Iranian gasoline shipments?

Asia crude drawdown slashes both the “tons” and the “miles” in the ton-mile equation.

Asia-U.S. ocean freight rates are hitting record highs as import demand outpaces vessel supply.

When times get tough, crude-tanker owner DHT starts buying. Times are getting tough.

M&A is being blocked by weak share pricing among buyers and lack of desperation among sellers.

Containers are used to carry imports to the U.S., but they also carry exports from the U.S. The agriculture industry depends on them, but COVID-19 has caused the system to fray…

Ports on the Atlantic are losing imports from Europe as well as Asia.

New data reveals just how far ship orders have sunk. The fewer ships ordered, the higher future rates could climb.

Darren Prokop’s commentary concerns whether price gouging is taking place on container shipping between Asian ports and the U.S.

Robintrack.net data reveals what retail traders are buying and when. The question is: Why?

Dry bulk was riding high just a few weeks ago. Now it’s taking a tumble.

An analysis of daily traded values and volumes of tanker and dry bulk stocks.

The coronavirus’ whipsaw effect on the global supply chain took a toll on Kuehne + Nagel during the first half of 2020, but without a rapid internal response the hit would have been far worse, CEO Detlef Trefzger says.

Will tanker sector see summer lull or more action ahead?

A new interview with AgTC’s Peter Friedmann on how China COVID fears affect U.S. food exports.

U.S. shippers importing cargo from Asia are getting some price relief.

Top Ships, Seanergy, Castor and Globus tap equity markets to buy vessels.

Nordic American Tankers is the best stock performer among larger listed ship owners. Scorpio Bulkers is the worst.

Tanker rates haven’t been this strong at this time of year for a half-decade.

Lori Ann LaRocco illustrates the disruption to global trade by profiling what has happened at the Port of Miami since the coronavirus pandemic began.

“Optics” are bad but freight pricing doesn’t appear to meet regulatory bar for intervention.

Challenge to shipping M&A: No one wants to sell in a downturn.

Global trade fallout from the crew-repatriation crisis has begun — and looks poised to snowball.

Shipboard COVID cases will make it even harder to roll back travel restrictions that block crew changes.

E-commerce and coronavirus fallout are buoying container services from Asia to the West Coast.

Long-term institutional investors still steer clear of shipping shares — with good reason.

Tanker rates have plunged as predicted. How long until a recovery?

Retail stock pickers bet big on tankers. Dry bulk remains less enticing despite rate surge.

By artificially restricting capacity, carrier alliances have engineered rates higher and may book a profit this year.

More forgiving sanctions approach would avoid rate surge seen after COSCO sanctions.

New court documents shed light on a shipboard drug ring.

New data reveals third-quarter ocean schedules still largely intact — a positive sign on cargo bookings.

Ships could be idled as thousands of seafarers refuse contract extensions.

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

An exclusive interview with Samir Madani, co-founder of TankerTrackers.com.

Global trade could be the next casualty if the virus resurges, warns OECD.

COVID effects far from over, but more positive news on the trans-Pacific.

The stock market is back to pre-COVID levels. Shipping shares still have some catching up to do.

Banner day on Wall Street buoys tanker names as pressure builds.

An exclusive interview with Sea-Intelligence CEO Alan Murphy on how canceled sailings can signal future demand.

Trump administration seeks to squeeze crude exports from Venezuela.

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

Coronavirus hit to Brazilian exports is a nightmare scenario for dry bulk — and cases in Brazil are mounting fast.

Fewer sailings will be canceled starting in July but that won’t help restock shelves in June.

Tanker owners increasingly point to upside to come after floating storage unloads.

An exclusive interview with Deutsche Bank’s Amit Mehrotra on what COVID-19 means to transport stocks.

Box import volumes may be falling fast, but there are glimmers of hope.

“Nowcasting” platform uses ship-tracking data to detect coronavirus fallout.

Future cargo flows at escalating risk from inaction on stranded seafarers.

World’s largest box carrier expects capacity cuts to mitigate volume downside.

As ships sail full in May, the hope is that fewer 3Q sailings get the ax.

The world of transportation has changed due to COVID-19. Read about how shipping professionals are adapting to those changes.

The dry bulk market is getting hammered again — not a positive signal on the global economy.

Diamond S boss sees tanker-market “trough” on the horizon.

There’s still too much oil in the world and tankers are still filling up with the overflow.

Are larger funds now heading for the exits and giving up on tanker stocks?

Public tanker owners post impressive earnings on an ugly day for tanker stocks.

New data from eeSea reveals that U.S. ports will see capacity plunge by up to 20% this month.

Liners could scrape bottom over next two months, then recover.

Shipping analyst Michael Webber sees tanker-stock upside if coronavirus recovery falters.

Industry sage Martin Stopford dives deep into the future of global trade.

Judge gives Maersk go-ahead to jump ship from GCT terminal in Staten Island.

Refined-product tankers join crude tankers in era of epic earnings.

IHS Markit’s Paul Bingham predicts sustained 2020 weakness and higher long-term costs.

Tensions in the Strait of Hormuz have always been good for tanker rates and stocks — until now.