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14 resultados para “freight rates”

How close is shipping to the top?

How close is shipping to the top?

Shipping markets rarely announce the top with any clarity. More often, the argument about whether the peak has arrived only really starts when freight rates are still climbing, asset values are making less and less conventional sense and owners are sufficiently confident to keep buying ships at prices that would have looked ridiculous a few …

Helena Marsh

VINTAGETONNAGECAPTURESTRADE FLOW INSIGHT

Vintage Tonnage Captures the Freight Premium

The defining feature of the current asset market is not limited to five-year-old tonnage trading above newbuilding prices. Repricing spans the entire age curve and intensifies with vessel age. VLCC values are up 30% year-over-year at five years, 42% at ten years, 61% at fifteen years, and 90% at twenty years. The Suezmax curve shows ...

Helena Marsh

AD Ports the clear read-through as bottlenecks shift from ship to dock

AD Ports the clear read-through as bottlenecks shift from ship to dock

Quick recap: the freight-rate spike that produced two very different report cards at Maersk and Hapag-Lloyd is increasingly a story about who controls terminal and inland capacity, not who owns the most vessels – and nobody is making that case more directly right now than AD Ports. ZIM’s next move, meanwhile, has less to do with freight rates than with a decision sitting with Israeli regulators. My previous analysis already worked ... The post AD Ports the clear read-through as bottlenecks shift from ship to dock appeared first on The Loadstar .

Helena Marsh