Comment / Supply chain radar: Danaos, Seaspan & Costamare – winter's coming but a bumper harvest seen

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The mania sweeping the container shipping markets is now infecting its supplier sub-sectors, and the next six months could be a real sweet spot for non-operating shipowners (NOOs) with tonnage available for hire.

Who would have thought it only 12 months ago.

Background

On a preliminary basis, it’s useful to compare two sectors sharing the common trait of playing the asset game – non-operating shipowners (NOOs) and container leasing companies.

While their key customers are the shipping lines, which use leased assets to complement ...