War in Israel: The new geopolitical flashpoint for ocean shipping
Geopolitics has always been a key driver of global shipping markets. How could the war in Israel affect rates?
Geopolitics has always been a key driver of global shipping markets. How could the war in Israel affect rates?
Is the sharp decline in shipping stocks a canary in the coal mine or an opportunity for investors to buy the dip?
The price of crude oil is now lower than it was when OPEC announced its latest cuts, fueling more concern on tanker demand.
Tanker investors have been disappointed before. Is the current stock pullback a bump in the road or something more?
Container shipping just experienced a record boom. Some believe crude and product tankers are poised to follow suit.
Global energy trades face even more tumult ahead. “This could get crazy,” says Scorpio Tankers’ Robert Bugbee.
Product-tanker share prices are up triple digits year to date as investors position for sanctions upside.
As container shipping stocks get battered by collapsing rates, tanker shares could be poised for a long bull run.
Tanker stocks are proving to be a shelter from the Wall Street storm as demand grows for ships that transport oil and natural gas.
Container and dry bulk shares soared last year, leaving tanker stocks behind. This pattern has now reversed.
Last year was historically strong for some maritime businesses, terrible for others. No matter what the sector, maritime CEOs made millions.
Exhaust gas scrubbers are allowing tankers, bulkers and container ships to keep burning dirtier — and much cheaper — marine fuel.
The first half has been phenomenal for product tankers. How much of shipping upside is due to the war?
The pain at the pump keeps getting worse. Bad news for consumers. Good news for owners of refined product tankers.
Tanker, bulker and LNG shipping stocks rise as domestic freight and container stocks face pressure.
Some shipping shares are rising because of war tailwinds. Others are rising despite war headwinds.
The cost of the fuel consumed by the world’s commercial ships has skyrocketed — and it’s still rising.
Tanker stocks favored by retail traders post big gains, while most container and dry bulk stocks hold steady.
Shipping analysts rethink outlooks on crude and product tanker rates: already grim market appears even grimmer.
Shares of Zim are flirting with a new peak while shares of ship-leasing, dry bulk and tanker companies lose ground.
Container, dry bulk and tanker stocks are down from recent highs. Temporary setback or something more?
Crude and product tankers may be totally different markets, but 2021 proved how connected they are.
Dry bulk and LNG shipping stocks now at 52-week peaks with container stocks not far from the top.
Despite epic container rates and hefty dry bulk profits, stocks fell by double digits over the past three weeks.
An in-depth look at CEO compensation in container shipping, bulk shipping and the cruise industry
Trans-Atlantic product tanker rates have spiked, but a quick pipeline restart would curb future upside.
COVID has been great for stocks. In ocean shipping, container and dry bulk shares rode the wave. Tankers stocks sank.
Glimmers of hope for the beaten-down tanker sector: more OPEC+ crude production and more long-haul exports from the U.S. to India.
Container, dry bulk and tanker stocks push forward. Biggest winner since mid-2020: Danaos, up (this is not a typo) 1,202%.
Crude and product tanker rates are bouncing along the bottom. As one analyst put it, “There’s only one way to go from here.”
It’s not just container stocks rising. Shipping stocks are up for everything from bulkers to tankers to gas carriers.
ZIM just completed the first U.S. shipping IPO in over five years. Here’s a look back at shipping’s wild multidecade ride on Wall Street.
A look back at 2020’s shipping roller coaster: how container sector emerged as ‘surprise rock star’ and tankers peaked early, then plunged.
Container shipping stocks are back to pre-COVID levels whereas many tanker and bulker stocks are down by double-digits year-to-date.
The one-two punch of the Pfizer vaccine and Joe Biden’s victory will affect container and tanker shipping in multiple ways.
Euronav exec curses crude-tanker market (literally). Scorpio exec pitches product-tanker promise and throws shade at crude side.
Ocean shipping stocks remain mired in a sea of red. A bad year is getting worse.
Crude-tanker rates on the benchmark Middle East-Asia run are now deep in the red.
M&A is being blocked by weak share pricing among buyers and lack of desperation among sellers.
Euronav and Scorpio Tankers highlight attractive fundamentals after floating storage wraps up.
Robintrack.net data reveals what retail traders are buying and when. The question is: Why?
Nordic American Tankers is the best stock performer among larger listed ship owners. Scorpio Bulkers is the worst.
Challenge to shipping M&A: No one wants to sell in a downturn.
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 Deutsche Bank’s Amit Mehrotra on what COVID-19 means to transport stocks.
The dry bulk market is getting hammered again — not a positive signal on the global economy.
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.
Refined-product tankers join crude tankers in era of epic earnings.
U.S.-listed tanker stocks boast double-digit gains on historically awful day for crude-oil pricing.
Here’s why tanker stocks are rising as the rest of the U.S. stock market is crashing.
Asian refineries suddenly have too much gasoline, diesel and jet fuel. Buyers in the West are taking the overflow, a plus for product tankers.
Shipping bosses warn of huge economic knock-on effects from the coronavirus outbreak.
Links to 16 exclusive interviews with key decision-makers in ocean shipping.
Capital constraints should keep ocean shipping capacity in check, a plus for rates.
An exclusive interview with Scorpio President Robert Bugbee on shipping stocks and what lies ahead.
New ship orders are grinding to a halt due to uncertainty over which designs can meet future GHG rules.
With profits around the corner, listed shipping companies are reopening the dividend spigots.
Scorpio Bulkers plans to continue to monetize its position in related-party Scorpio Tankers.
An exclusive Q&A with Carlos Di Mottola, CFO of Milan-listed D’Amico International Shipping.
Improved shipping stock prices and heightened time pressure on private equity ship owners should spur more consolidation.
IMO 2020-driven refining activity and tanker demand appears to be materializing slower than previously expected.
Rates for mid-sized bulkers including Kamsarmaxes and Ultramaxes are following Capesizes’ lead.
Peak oil demand “lurks like a monster in the shadows,” warns Stifel analyst Ben Nolan.
East Coast refinery outage spurs more trans-Atlantic gasoline cargoes from Europe.
NYSE-listed Scorpio Tankers has returned to profitability and its scrubber-installation program should position it to take advantage of the looming IMO 2020 rule.
Dry bulk shipping faced multiple headwinds in the first quarter, but NYSE-listed Scorpio Bulkers benefited from its smaller ships and its diversification into the product-tanker sector.
After languishing for years, tanker stocks are rising in 2019. Investors are seeking to get in early on the belief that the turnaround in rates is nigh. They’ve been wrong before — will their bets pay off this time?
Never-ending peak season may finally be peaking as shippers rush in goods; shipowners tallying up the cost of scrubbers.