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Freight Loop Special Update
23 Apr 24: We assess the widening ’risk zone’ for container shipping in the Middle East with particular attention given to the Gulf/Strait of Hormuz pinch-point.
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Our investment and financial research team is staffed by industry specialists, providing a truly independent financial and investment research service on companies in the maritime and shipping industry.
Our investment and financial research team is staffed by industry specialists, providing a financial and investment research service on listed companies in the maritime and shipping industry.
23 Apr 24: Philip Damas, Head of Drewry Supply Chain Advisors assesses the widening risk zone for container shipping in the Middle East with particular attention given to the Gulf/Strait of Hormuz ’pinch-point’.
19 Apr 24: Amidst the ongoing geo-political tension and ongoing sell-off in major global equity indices, the Drewry Dry Bulk Equity Index rose 10.4% in April (as of 18 April), outperforming the S&P 500 which has declined 4.4%.
12 Apr 2024: While the Drewry Port Equity Index trails the S&P 500 on a YTD basis, indices of Global Terminal and Regional Operators showcase notable upward momentum. Monetary policy intricacies, such as Bank of Japan’s rate hike and Latin America’s rate cuts, significantly influence market expectations.
Container Freight Rate Insight (CFRI) provides ocean spot market freight rate intelligence against 790 port pairs, all updated monthly. CFRI is a popular reference for index-linked contracts and includes a monthly insight PDF report. (Annual subscription)
Benchmarking Club (S-BMC) is exclusive to shippers/BCOs. Members benefit from container contract rates, spot market rates, freight rate forecasts, indices, comprehensive market assessments and industry best practices. (Annual subscription)
Our Container Capacity Insight (CCI) service provides an analysis of container capacity on the main trade lanes, freight rate development, cancelled vs scheduled sailings, port congestion, year-on-year comparisons and much more. Weekly PDF reports, Annexes and Interactive online service (Annual S...
Our team of experts can support all stages of the bid including how to incorporate sustainability in your tender, identify areas of risk and build a robust and achievable timeline. We work collaboratively with your teams and supported by technology partner, Freightender, provide interactive bid ...
This package of the 2023/24 annual review and quarterly equipment forecasts provides analysis and forecasts of fleet ownership structures covering both dry and reefer boxes. Quarterly report updates also provide trends and forecasts of newbuild vs used pricing, lease rates and cash returns to help you monitor, track and assess future market development.
Widely regarded as the go-to reference for the global container industry, this product provides comprehensive market forecasts and analysis for container trade and port volumes, global supply and demand, trade route analysis and much more. All quarterly report updates are accompanied by tables, charts and graphs in MS Excel.
CFRI was the first global source of container spot market freight rates on all the major routes and remains a trusted reference for importers, exporters, freight forwarders and other industry stakeholders requiring up-to-date and independently researched container shipping cost benchmarks.
Drewry Supply Chain Advisors is pleased to announce that an interactive, online version of its Container Capacity Insight service is now available to subscribers via Drewry Container Freight Portal.
Drewry’s investment research team updates its independent assessment of the financial health of the box shipping industry. The full report is now available to purchase online.
Reefer container freight rates continue to outperform the dry cargo trade, despite an unprecedented contraction in reefer seaborne trade last year, and this divergence is forecast to continue over the next few years, according to Drewry’s recently published Reefer Shipping Annual Review and Forecast report.
M&A-led growth strategies will propel leading regional terminal operators and container shipping lines into the global terminal operator rankings next year, according to Drewry’s latest Global Container Terminal Operators Annual Review and Forecast report.
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