shipping stocks

Tanker stocks favored by retail traders post big gains, while most container and dry bulk stocks hold steady.

After last year’s historic run-up, factories are producing fewer containers and pricing of new boxes is down.

Jefferies analyst Randy Giveans maintains that container shipping stocks still have a lot more room to run.

COVID container boom continues: Maersk may earn even more this year than in record-trouncing 2021.

Barring an economic downturn, U.S. demand could still be squeezing ports a year from now.

Carrier profits are reaching previously unimaginable heights as supply chain disruptions supercharge gains.

Shipping analysts rethink outlooks on crude and product tanker rates: already grim market appears even grimmer.

Could container shipping and tanker stocks end 2022 very differently than they began it?

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

Shares of Zim are flirting with a new peak while shares of ship-leasing, dry bulk and tanker companies lose ground.

After an exceptional year for ocean shipping, the data points to more action ahead in 2022.

After brief reprieve, trans-Pacific shipping rates head back up, pointing to ongoing supply chain pressure.

Some public shipowners are turning toward more diverse fleets. Others are moving in the opposite direction.

Container, dry bulk and tanker stocks are down from recent highs. Temporary setback or something more?

Here’s how omicron variant could impact tanker, container and dry bulk shipping rates.

Zim’s profits are still going up — way up — despite more vessels getting snared in West Coast port gridlock.

Rates expected to remain strong into 2022, fallout from new ship deliveries in 2023-2024 to be muted.

Crude and product tankers may be totally different markets, but 2021 proved how connected they are.

Crude-tanker owners continue to pile up huge losses, but hopes are high for next year.

Virtually every U.S.-listed shipping stock fell on a day that the S&P 500 hit a record high.

It’s no coincidence that spiking trans-Pacific trade coincides with more boxes overboard and more shipping accidents.

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

Liner deals in the ship-leasing market imply strong confidence in high freight rates for the foreseeable future.

As America struggles with a growing supply chain crisis, ocean carriers rake in even more profits.

Capesize bulkers haven’t earned this much since 2009, and freight futures just made “monstrous” move up.

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

Dry bulk shares suffer double-digit declines, with tanker and container stocks also caught up in the sell-off.

Liner profits still rising: second half looks stronger than first and Deutsche Bank sees even higher earnings next year.

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

Demand for container ships is so extreme that some operators are paying unprecedented sums to rent them.

Container mega-spike recalls epic dry bulk run over a decade ago. Here’s a look back at the last time shipping had it this good.

Extreme measures to contain delta variant create unprecedented backlog of dry bulk ships off China.

Ocean carrier ZIM now expects to earn $4.8 billion-$5.2 billion this year — five times what it earned in 2020.

Container giant earned $5.1 billion in the second quarter and expects earnings of $18 billion-$19.5 billion for the year.

Despite all-time-high container production, demand continues to outpace supply and new box prices keep rising.

Good news for dry bulk shipping stocks, bad news for decarbonization: The global coal trade is thriving.

Despite epic container rates and hefty dry bulk profits, stocks fell by double digits over the past three weeks.

New disclosures by lines point to massive ocean-carrier profits in the second quarter.

More box ships, bulkers and tankers are changing hands than ever before — good news for ship values and stocks.

Ocean carriers could make up for two decades’ worth of losses in a single year as demand overwhelms vessel supply.

California offshore traffic jam, Ever Given, Yantian closure, skyrocketing rates and volumes … what’s next for container shipping?

Rates for smaller bulkers remain at decade highs with most dry bulk stocks up triple digits since November.

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.

Environmental regs could extend future dry bulk and tanker upside, while consolidation could change curve of container-shipping cycle.

Freight forwarder will pay “absolute historic high” to secure container ship as “people are panicking” amid “out of control” market.

ZIM is the liner most exposed to upside from America’s import binge. It’s taking full advantage of the situation.

Danaos will stockpile cash from the current boom and spend it on new ships when environmental regs are clearer.

Trans-Atlantic product tanker rates have spiked, but a quick pipeline restart would curb future upside.

Tanker execs explain lack of distress sales and scrapping this time around, and why new orders will be more curtailed.

COVID has been great for stocks. In ocean shipping, container and dry bulk shares rode the wave. Tankers stocks sank.

Chinese container production still trails torrid demand. Ever Given accident was ‘icing on the cake’ — making box shortfall worse.

West Coast congestion could last into the fall as retailers face stockouts on essential goods, says ocean carrier Matson.

Trans-Pacific container crunch is about to become even more severe, warns Flexport, with May sailings now effectively sold out.

Dry bulk shipping rates are now double to triple five-year averages. Stock prices of dry bulk owners are on the ascent.

As cargo shippers struggle, container-vessel companies rake in massive profits. Early signals point to record Q1 results.

Glimmers of hope for the beaten-down tanker sector: more OPEC+ crude production and more long-haul exports from the U.S. to India.

‘Bigger is better’ is the mantra of public tanker companies. The just-announced INSW-Diamond S merger is a step in that direction.

The longer the Suez saga continues, the greater the container, tanker and dry bulk shipping impacts. There could be big losers — and winners.

California’s container-ship traffic jam is slightly less jammed but import pressure remains high. One analyst warns the worst may be yet to come.

Ocean carrier ZIM just released record results and confirmed huge gains for contract rates. So why did its stock sink?

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.

Deutsche Bank’s Amit Mehrotra on how long import surge could last and upside potential for container, dry bulk and tanker stocks.

Tanker and bulker spot rates can go sub zero — some tanker rates are there now. What do the negative numbers really mean?

Container, dry bulk and tanker stocks push forward. Biggest winner since mid-2020: Danaos, up (this is not a typo) 1,202%.

Analysts tally tanker fallout after OPEC+ stuns market with decision to hold the line of production cuts.

If ocean freight rates have legs, analysts see much more room for the secondhand ship values to run — which should, in turn, boost stocks.

Jefferies senior analyst Randy Giveans outlines why it is now a particularly good time to buy container-shipping stocks.

The bosses of public dry bulk shipping companies claim that recent market oddities point to good times ahead.

It’s not just small and midsized importers that face massive contract rate hikes. Even the biggest shippers will feel the pain.

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?

Crude and product tanker rates are bouncing along the bottom. As one analyst put it, “There’s only one way to go from here.”

Star Bulk and Golden Ocean have recently acquired almost $1 billion in ships between them as they seek more exposure to the dry bulk market.

Cargo shippers hamstrung by the global container shortage should not expect a box building spree in China to come to their rescue.

It’s not just container stocks rising. Shipping stocks are up for everything from bulkers to tankers to gas carriers.

ZIM, newest Wall Street shipping entrant, is riding wave of record-high freight rates. Shares fully recovered from rocky start.

Maersk, the world’s largest container carrier, just reported record quarterly results. And its next quarter looks even better.

Long grind ahead for crude tankers: Executives and analysts don’t see recovery until second half — if not later.

Container lines score huge negotiating advantage as spot-rate surge set to persist through annual contract season.

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.

Ocean carrier ZIM has hiked its fleet capacity with new charters and is planning to price its New York IPO next week.

This has been the best January for dry bulk shipping rates in a decade. Is this the long-awaited turning point or yet another head fake?

Higher fuel prices are bad news for box shippers. Higher fuel spreads are good news for owners with scrubber-fitted fleets.

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

Even after a wave of just-ordered container ships is delivered by yards, cargo shippers are unlikely to see lower freight rates.

A Biden administration teamed with a Democratic Congress should lead to even more stimulus, a recipe for even more container imports.

How surprise Saudi production cuts and escalating Mideast tensions could impact timing of crude-tanker rate recovery.

Successful IPO by ZIM would offer investors direct exposure to trans-Pacific freight-rate craziness, but not without risks from debt load.

A look back at 2020’s shipping roller coaster: how container sector emerged as ‘surprise rock star’ and tankers peaked early, then plunged.

Chances slim for 2021 shipping equity offerings, but a container-liner IPO prospect remains on the table.

It’s not just container shipping that’s rolling in profits. LPG tanker rates are hitting new highs on Asian demand for U.S. propane.

Container shipping stocks are back to pre-COVID levels whereas many tanker and bulker stocks are down by double-digits year-to-date.

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

Worries mount for crude tankers: dividend cuts, the pandemic, a stubborn floating-storage hangover … and now newbuild chatter.

Maersk confirms that cargo demand looks strong through year-end, bucking the usual seasonal trend.

“Winter is Coming” is a warning in House Stark and usually a blessing for tankers. But there’s nothing usual about 2020.

The one-two punch of the Pfizer vaccine and Joe Biden’s victory will affect container and tanker shipping in multiple ways.

The trans-Pacific capacity crunch continues. Container volume that’s either inbound to Los Angeles or stuck at anchorage is surging.

Euronav exec curses crude-tanker market (literally). Scorpio exec pitches product-tanker promise and throws shade at crude side.

A look back at the days after the 2016 presidential election and the strange case of “The Donald Trump Shipping Stock Boom.”