CMA CGM negotiates deal for 10 methanol ULCV newbuilds
French carrier CMA CGM is in “serious discussions” with Yangzijiang Shipbuilding to build up to ...
“If you look at the market right now, it is easy to take the position that carriers have massively overordered,” analyst Lars Jensen told The Loadstar Podcast last week.
He explained that with ageing tankers and bulk ships also needing to abide by IMO decarbonisation rules, “this could easily overwhelm the shipyards with orders”.
He added: “That means in three or four years a container line might want new ships, but either can’t get them because there is zero shipyard availability, or ...
Trump tariffs see hundreds of cancelled container bookings a day from Asia
Macron calls for ‘suspension’ – CMA CGM's $20bn US investment in doubt
De minimis exemption on shipments from China to the US will end in May
Forwarders stay cool as US 'liberation day' tariffs threaten 'global trade war'
Mixed response in US to 'Liberation Day', while China leads wave of retaliation
Tariffs and de minimis set air freight rates on a volatile course
Overcapacity looms for ocean trades – with more blanked sailings inevitable
'To ship or not to ship', the question for US importers amid tariff uncertainty
List of blanked transpac sailings grows as trade war heats up and demand cools
'Chaos after chaos' coming from de minimis changes and more tariffs
East-west rates diverge as transpac spots hold while Asia-Europe keeps falling
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