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October 4, 2022
As container shipping’s historic pandemic-fueled bull run comes to an end, ocean carriers are entering a period of “managed decline” where capacity management will be key to maintaining super-cycle gains...
July 4, 2022
The container market has definitely turned, but don’t expect a swift normalisation, says Drewry’s latest Container Forecaster report. It certainly feels like we are at the beginning of the end of the container market bull run. The slide in spot rates has become entrenched, rolling on for four months now with dips getting bigger by ...
June 30, 2022
Container shipping’s pandemic-fueled boom cycle has undoubtedly taken a turn in recent months, but lingering congestion is likely to prevent a swift return to normal, says Drewry in its latest...
June 30, 2022
The ocean freight container market has definitely turned, but don’t expect a swift normalization, Drewry’s Container Forecaster report said.
April 3, 2022
Lines have thrived in the pandemic, and should continue to do so despite a growing number of risks, according to Drewry’s latest Container Forecaster report. It’s hard to shake feelings of dread and déjà vu in recent news. Russia’s invasion of Ukraine brings flashbacks of Cold War nuclear terror that could trigger 1970’s-style high inflation, ...
January 25, 2022
Although demand growth is slowing Drewry has upgraded its expected profits for container lines in 2021 to $190bn, and even higher in 2022.
January 25, 2022
The worlds container carriers smashed records in 2021 leading to reports of dramatic profit increase...
January 24, 2022
Container demand growth is losing some momentum amid mounting headwinds, but carriers will continue to rake huge profits, according to Drewry’s latest Container Forecaster report. Fast rising inflation, ongoing supply chain bottlenecks and the Omicron Covid-19 variant are conspiring to slow the pace of growth in container handling, forcing Drewry to lower its outlook for ...
December 24, 2021
Drewry Maritime Financial Research (DMFR), the investment research arm of global shipping consultancy Drewry, remains bullish about continued high stock prices and rising profitability in the booming container carrier sector. In an analysis in the December edition of Drewry’s Container Forecaster, DMFR analyses factors supporting its conclusion that equity investors should ‘stay put’ in the ...
October 6, 2021
To support growing investor and industry interest in the now extremely profitable container shipping sector, Drewry will introduce in its flagship, end-September edition of Container Forecaster a new ’Container Carrier Industry Maturity and Risk’ matrix, looking at the fundamental characteristics and changing risk profile of the carrier industry. The Container Carrier Industry Maturity and Risk ...