Containers
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Red Sea missiles give Iranian box line an edge, says Jensen
Free from Houthi threat, Iran's HDASCO boxships are sailing freely through the Red Sea, delivering cargoes to Europe, according to Vespucci Maritime chief executive Lars Jensen
Resurgent US-China trade tiff could bring more pain to ocean shipping
US President Joe Biden announced new tariffs on $18bn of Chinese goods, ranging from electric vehicles to ship-to-shore cranes. China swiftly blasted the move and promised to retaliate, raising the prospect of escalating tariffs
Wall Street may be overvalued. That doesn’t mean shipping equities are
Industry stocks have been hitting it out of the park for a couple of years. They may just go higher still
Better placed than ever? Greek shipowners leading from the front
At the vanguard of shipping since the days of Onassis and Niarchos, Greeks have once again been heavily reinvesting in shipping and are as well equipped as anyone to meet the challenges of decarbonising the industry
Re/insurers indicate manageable Baltimore bridge loss
The Francis Scott Key Bridge incident is expected to be the largest marine loss in history, but re/insurers are guiding to losses from the Baltimore bridge collapse being within expectations
The price of Navios and the pure play vs diversified fleet debate
The price of Navios Partners’ common units has been catalysed in 2024 by equity purchases of CEO Angeliki Frangou, not a sudden change of heart among investors on the company’s diversified-fleet model
Resurgent US-China trade tiff could bring more pain to ocean shipping
US President Joe Biden announced new tariffs on $18bn of Chinese goods, ranging from electric vehicles to ship-to-shore cranes. China swiftly blasted the move and promised to retaliate, raising the prospect of escalating tariffs
As shipping stocks soar, controlling shareholders reap the rewards
Shipping stocks have rallied to new highs in recent days, but longer-term gains are even more impressive. Over the past half-decade, larger-cap shipping stocks have outpaced the S&P 500 by between two and 10 times. Insider wealth from shipping ownership has surged by hundreds of millions
Rising US imports add more fuel to resurgent Red Sea-driven rate rally
Spot rates are spiking again on the Asia-US west coast route, a trade that is not directly affected by canal restrictions. Strong US demand — possibly including front-loading — is coinciding with indirect capacity effects from Red Sea disruptions
Ships should not be attacked on the basis of an owner’s passport
The Houthis have no business launching missiles at ships at all, let alone singling out Mediterranean Shipping Co because one of its shareholders is an Israeli national
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Latest From Ports and Logistics
Oregon’s governor proposes lifeline for ailing Portland box terminal
Oregon’s governor said she would attempt to allocate $35m of the 2025-2027 budget to the port, which was set to close in October
DP World sees ‘fundamental role’ for Romania as trade hub
Two new terminals and an intermodal rail facility opening next year mean Constanta will be connected to the Baltic Sea via rail, and DP World is hoping this entices big business to the region
Greek start-up Harbor Lab raises $16m
Antonis Malaxianakis-led company is first to focus on streamlining of port call disbursements
More from Containers
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Latest From Containers
Bullish box signals: CMA CGM back in black, spot indexes add to gains
As the French liner company reports a return to profitability in its first quarter, spot rates in the second quarter are strengthening further. The Shanghai Containerised Freight Index has hit its highest point since September 2022
Red Sea missiles give Iranian box line an edge, says Jensen
Free from Houthi threat, Iran's HDASCO boxships are sailing freely through the Red Sea, delivering cargoes to Europe, according to Vespucci Maritime chief executive Lars Jensen
Wall Street may be overvalued. That doesn’t mean shipping equities are
Industry stocks have been hitting it out of the park for a couple of years. They may just go higher still
Better placed than ever? Greek shipowners leading from the front
At the vanguard of shipping since the days of Onassis and Niarchos, Greeks have once again been heavily reinvesting in shipping and are as well equipped as anyone to meet the challenges of decarbonising the industry
Oregon’s governor proposes lifeline for ailing Portland box terminal
Oregon’s governor said she would attempt to allocate $35m of the 2025-2027 budget to the port, which was set to close in October
Containership lessor GSL’s adjusted share price just topped Covid-era high
Sentiment was grim on US-listed containership lessors such as Global Ship Lease in the aftermath of the pandemic boom. But Red Sea diversions combined with a surprise rebound in freight demand has led to a significant turnaround. Shares are riding high
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