Container counterfactuals: spot market vs time-charters
Spotting the time-charter correction…
The two-tier worlds of corporate and finance, and the different dynamics that characterise them, appeared in all its evidence this week when Danaos (DAC) reported its Q3 22 numbers on Monday, 7 November.
Will keep it nice and short, but it’s definitely worth mulling over DAC developments for a moment.
Alongside its solid numbers and, as expected, steep growth rates, proudly announcing that a debt deal was about to be finalised, Danaos said that it had reached “an in-principle agreement with Citi ...
Transpacific set to see record level of ship capacity in July as rates crash
MSC orders spark concerns of anti-competitive behaviour and an H2 rate drop
Fruit ships and trucks steer clear of Del Monte bankruptcy
European importers face backlogs as rail delays exacerbate port congestion
Global shipping to shift as Europe and southeast Asia fill US gap in China trade
Wednesday still 'Tariff Day' – even if Trump changes his mind again
MSC joins lines cutting transpac services – but it's not enough to halt rate slide
The right customs plan will be a gamechanger, Maersk warns shippers
Comment on this article