Box lines scramble to secure new containership orders
The containership orderbook ratio now stands at just over 4m teu, or 27% of the ...
While most observers focus on about half a billion dollars of aggregate net losses for the major ocean carriers in the first half of 2018, I am pleased to offer a rather different diagnosis on the health of the container shipping industry, based on cash flow management considerations.
I have not turned bullish yet, but the reminder of the year might be less complicated than many suggest, based on certain metrics.
Pivotal Q3
An alternative approach to gauging adjusted/unadjusted P&L losses is important when ...
January strike at US east and Gulf coast ports now inevitable, say forwarders
Shippers eye alternatives as Indian port workers prepare for 'indefinite' strike
Indian air cargo really flying, powered by a booming ecommerce market
The Red Sea crisis and its impact on containership deployment
Trump tariffs on China a boost for exporters in Vietnam, Thailand and South Korea
A new trade war with US would threaten China’s 'historic' airfreight boom
Happy new year for transpac liners as shippers front-load to beat tariffs
Maersk orders 20 more dual-fuel newbuildings – on course for fleet renewal by 2030
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