INSIDE SHIPPING

Home
Archive
About
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.
 • 
Greg Miller
5
Liner execs downplay Red Sea upside, punishing their own shares
Also in this issue: Panama Canal transits fell, yet again, in February
 • 
Greg Miller
4
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
 • 
Greg Miller

February 2024

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.
 • 
Greg Miller
1
China, Trump, war, deglobalization: The supply chain risk mix ahead
How tariffs, trade disruptions and geopolitics could affect shipping rates, import flows and inflation.
 • 
Greg Miller
2
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?
 • 
Greg Miller
1
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
 • 
Greg Miller
1
Red Sea crisis reality check: Supply chain ‘fluid,’ no ‘bonanza’ for container lines
Also in this issue: US imports saw surprise surge in January
 • 
Greg Miller
2
Coming soon
This is INSIDE SHIPPING.
 • 
Greg Miller
© 2024 Greg Miller
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture