Container lines ‘scramble’ to rent more ships amid Red Sea crisis

chart of spot container freight rates

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Red Sea diversions mean container lines need more ships to carry the same amount of cargo. The...

https://www.freightwaves.com/news/container-lines-scramble-to-rent-more-ships-amid-red-sea-crisis

Τέσσερα επιπλέον containerships στον στόλο της Global Ship Lease

Tην απόκτηση τεσσάρων containerships μεταφορικής ικανότητας 8.500 TEUs με charter-back ανακοίνωσε πρόσφατα η Global Ship Lease, συμφερόντων του κ. Γιώργου Γιουρούκου.

Τα πλοία, με μέση ηλικία τα 20 έτη, αποκτήθηκαν έναντι $123,3 εκατ. Μεγάλη liner εταιρεία ναύλωσε τα εν λόγω containerships για ελάχιστο διάστημα 24 μηνών, ενώ υπάρχει η δυνατότητα επέκτασης της ναύλωσης από την πλευρά του ναυλωτή για ακόμη 12 μήνες.

Με την παράδοσή τους να αναμένεται το β’ και το γ’ τρίμηνο του 2023, τα πλοία θα...

https://www.naftikachronika.gr/2023/05/11/tessera-epipleon-containerships-ston-stolo-tis-global-ship-lease/

Mixed signals: Container shipping downturn not following the script

a photo of a container shipping CEO

Spot container freight indexes are still falling. Cargo shippers are signing annual contracts at sharply lower rates than last year. Import demand continues to be crippled by high inventories. A massive wave of new container ships is now hitting the market in full force.

And yet, the container shipping industry does not appear to be battening down the hatches for a looming storm. It is not behaving like an industry facing an imminent crisis.

The rates paid by liner companies to charter container...

https://www.freightwaves.com/news/mixed-signals-container-shipping-downturn-not-following-the-script

Container lines still chartering ships despite drop in cargo demand

chart showing container ship lessors stocks

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With import demand flagging, freight rates falling, the container ship orderbook at record highs and...

https://www.freightwaves.com/news/container-lines-still-chartering-ships-despite-demand-slump

Las compañías de contenedores siguen fletando buques pese a la caída de la demanda de carga 

Con la caída de la demanda de importaciones, el descenso de los fletes, la cartera de pedidos de portacontenedores en máximos históricos y los transportadores marítimos cancelando viajes, podría pensarse que nadie va a fletar más buques. De hecho, el mercado de fletamento de portacontenedores dista mucho de estar muerto. 

Las tarifas de flete están muy lejos de sus máximos. Atrás quedaron los días en que un portacontenedores pequeño podía ganar 200.000 dólares al día durante tres meses, o un buqu...

https://www.freightwaves.com/news/las-companias-de-contenedores-siguen-fletando-buques-pese-a-la-caida-de-la-demanda-de-carga

Cruel summer for container, dry bulk stocks as sun shines on tankers

photo of Euronav tanker; the company's stock share price is up sharply this year

Stocks of container and dry bulk shipowners took a beating this summer. Tanker stocks continued their ascent, with many U.S.-listed tanker owners hitting fresh 52-week highs on Tuesday.

The consensus on tanker earnings: They’ve moved past their trough and are headed up from here. “The tanker sector can be characterized now as officially firing on all cylinders,” said Jefferies analyst Omar Nokta in a report this week.

The consensus on container shipping and dry bulk earnings: They’ve moved past...

https://www.freightwaves.com/news/cruel-summer-for-container-dry-bulk-stocks-as-sun-shines-on-tankers

Γιώργος Γιουρούκος: Αύξηση κερδών 264,6% για την Global Ship Lease

Καθαρά κέρδη ύψους 124,7 εκατ. δολαρίων κατέγραψε η εισηγμένη Global Ship Lease συμφερόντων Γιώργου Γιουρούκου, το α’ εξάμηνο του 2022 έναντι 34,2 εκατομμυρίων το αντίστοιχο χρονικό διάστημα του 2021. Ποσοστό αύξησης 264,6%.

Σε επίπεδο β’ τριμήνου τα κέρδη αυξήθηκαν στα 54,5 εκατομμύρια δολάρια έναντι 30 εκατ. το 2021.

Τα λειτουργικά έσοδα ανήλθαν στα 308 εκατ. το α’ εξάμηνο έναντι 155,8 το 2021 και στα 154,4 εκατομμύρια το β’ τρίμηνο έναντι 82,8 το 2021.

Τα προσαρμοσμένα EBITDA διαμορφώθηκαν στα...

https://www.newmoney.gr/roh/palmos-oikonomias/nautilia/giorgos-giouroukos-afxisi-kerdon-2646-gia-tin-global-ship-lease/

Ship charter rates still ‘spectacular’ but war could tip the balance

container shipping

Do container line bosses believe the historic freight boom will end anytime soon? If the ship charter market is any indication, it sure doesn’t look like it.

Liner companies continue to pay record-high sums to rent container ships for up to five years, even as the Russia-Ukraine war caps rate gains. 

The Harpex index, which measures container-ship charter rates, has held steady at its highest level ever for the past three weeks. Alphaliner recently said that charter rates are at “historic highs”...

https://www.freightwaves.com/news/ship-charter-rates-still-spectacular-but-war-could-tip-the-balance

War and shipping stocks: Container, dry bulk, product tanker shares up

shipping stocks

The Russia-Ukraine war is the kind of geopolitics-altering event that should shake up trade flows for years to come, promising big repercussions for shipping shares.

A month into the conflict, American Shipper spoke with Randy Giveans, shipping analyst at Jefferies, about how the war is affecting — or not yet affecting — the stocks in different vessel segments.

There have been some big stock moves already, outperforming the broader stock market. But it’s still too early to see the full impact....

https://www.freightwaves.com/news/war-and-shipping-stocks-container-dry-bulk-product-tanker-shares-up

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