Freight assessments from Argus Media highlight challenges facing Western regulators in enforcing the G7 price cap on Russia’s oil and shipping sector

Capacity shortages and strong demand have propped up freight rates and will do so for another quarter. But beyond that, the looming threat of overcapacity remains, even if the Red Sea crisis continues

Shake-up in Guangzhou port’s top management is part of broader results from Beijing’s anti-graft drive, which has impacted many public and private sectors, including shipping

Higher demand and freight rates have led Maersk to raise the lower end of its guidance for the full year. But overcapacity remains a concern, despite increasing volumes

Demand for secondhand tonnage has risen on better-than-expected container volumes and Red Sea diversions. Buyers include European and Chinese liner operators while Greek tonnage providers are becoming more active in the market

Weaker performance in MOL’s wellbeing & lifestyle segment and an accounting adjustment to dry bulk earnings will outweigh profit gains in the tanker, car carrier and box businesses across the current fiscal year, according to group forecast

Pressure brought by newbuilding deliveries to China’s domestic shipping market is coming to an end, analyst said

‘If you look at volumes into the west coast, we’re seeing growth year over year for all of the international carriers. US consumers continue to hang in there. The economy is still plugging along,’ says Matson CEO Matt Cox

Investor sentiment is being buoyed by earnings and geopolitics. HSBC expects Red Sea disruptions to potentially extend into the second quarter of this year and lift carriers’ earnings performance

Emanuele Grimaldi is now Höegh Autoliners’ second-largest shareholder after Leif Höegh & Co. An eventual takeover would make strategic sense and echo Grimaldi Group’s build-up of shares, and ultimate takeover, of ACL and Finnlines in the 2000s

ONE has increased its profit forecast for the current fiscal year ending March 2025 to $1bn, anticipating that the rerouting impact will persist in the coming months

Attacks on ships in the Red Sea continue. Diversions around the Red Sea, together with solid cargo demand, are pushing up pricing for liner operator and containership lessor stocks