INSIDE SHIPPING | Greg Miller | Substack

The ‘vastly different’ time horizons of shipping bosses and investors

There’s a common thread between criticism of container shipping’s ordering spree and investor chagrin over tanker dividends.

Mar 20 •

Liner execs downplay Red Sea upside, punishing their own shares

Also in this issue: Panama Canal transits fell, yet again, in February

Mar 13 •

2024 shipping stock surprises – and a look at the ‘Monday curse’

With the latest year-to-date performance stats on dry bulk, container line, container-ship lessor and tanker stocks

Mar 6 •

As the crude world turns: Tanker rates, sanctions, rising US exports

The latest data on booming U.S. exports, resilient Russian flows, and how sanctions impact the price of Russian crude and the cost to ship it.

Feb 27 •

China, Trump, war, deglobalization: The supply chain risk mix ahead

How tariffs, trade disruptions and geopolitics could affect shipping rates, import flows and inflation.

Feb 21 •

As US military polices Red Sea, US trade is nowhere in sight – it all diverted

U.S. import and export cargoes – from containers to gas to grains – are all going around the Cape of Good Hope. Have the Houthis already won?

Feb 16 •

Panama Canal added more reservations in January. It didn’t help – transits fell

Also in this issue: How the global supply chain crisis changed shipping journalism

Feb 14 •

Red Sea crisis reality check: Supply chain ‘fluid,’ no ‘bonanza’ for container lines

Also in this issue: US imports saw surprise surge in January

Feb 8 •

INSIDE SHIPPING

INSIDE SHIPPING

Objective journalism on the nexus of shipping, investing, geopolitics and global trade

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INSIDE SHIPPING

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