Shipping Company Climate Ratings: Nowhere to Hide
All of the in-person extravaganzas that were put on hold in Q1 2020 are now back, albeit with schedules slightly off-kilter. So it is with the World Economic
All of the in-person extravaganzas that were put on hold in Q1 2020 are now back, albeit with schedules slightly off-kilter. So it is with the World Economic
Though news reports are no longer highlighting the ships anchored in San Pedro Bay, the container shipping segment continues to pump out strong earnings. In
“These ships know we are coming, even if we don’t tell them, they know that we are coming.” That was the answer to a question regarding targeting of U.S.
In the world of Private Equity (PE), a “Unicorn” is finance-speak for a private start-up worth $1 billion or more, usually in some type of tech sector.
Movements of commodities by entities often shrouded in mystery and secrecy drive shipping demand, which, in turn, is tied to economic activity and also
Ship finance, a topic of paramount importance at the executive level, was the subject of multiple panels at last month’s Connecticut Maritime Association
What a difference a day makes. A day after the announcement of the mega merger between tanker giants Frontline (“FRO”) and Euronav (“EURN”), there were
The Connecticut Maritime Association conference wrapped up last week, bringing together hundreds of attendees to an “in person” setting. Just like many
Last week’s Capital Link online Shipping Forum was organized well before the crisis in the Ukraine unfolded. An important observation that emerged from
The drybulk panel at Capital Link’s International Shipping Forum (now in its 16th year) proved to be lively, to say the least, as shipowner participants
Russian exports of crude oil and refined products—what the major flows are (that’s the easy part), and also the geopolitics that attach to them (that’s
Peter Sand, Xeneta’s container freight analyst extraordinaire, referred to shipping as “a constant barrage of risks coming into our everyday lives”
The queues of anchored vessels on the West Coast are shrinking- now with a “60” or “70” handle, down from the print of over 100 vessels at end 2021.
With the Russian invasion of Ukraine, described by researchers at Evercore ISI as a “Black Swan Event”, the potential for shifting flows of liquified
Though uncertainty pervades all parts of the shipping markets, drybulk has found some strength, against a backdrop of shifting cargo flows- real, envisaged, or
There has never been a disclaimer like this (at least that I can remember) on an investor presentation: “Given the rapidly evolving situation, this written
Discussions about charter parties can be fairly dry…unless the subject is tanker chartering. The Society of Maritime Arbitrators (SMA), based in New York,
With the continued fighting in the Ukraine, and the uncertainties surrounding sanctions, port closings, embargoes, and other disrupters, the shipping markets
Supply chains are back in the news, perhaps a welcome distraction from the coverage of events in Ukraine. Late last week, the Biden Administration followed up
The stock market’s indices are all down- but the tanker stocks are up. What’s with that? Conventional wisdom has it that “disruption”, however you
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