All Container Heck Breaks Loose amid Flood of Orders from US Retailers to Supply Stimulus-Stuffed Consumers, Cancelled Sailings by Carriers, and Record Spiking Freight Rates by Wolf Richter • Nov 16, 2020 • 151 Comments While US Farmers Struggle to Find Empty Containers for Exports.
The Global Container Shipping Industry since the Hanjin Collapse by MC01 • Aug 11, 2018 • 32 Comments Overcapacity reigns as companies splurge on the largest ships, consolidation rages, no one wants to back off.
Bond Market’s “Inflation Expectations” Highest since 2014 by Wolf Richter • Jan 28, 2018 • 62 Comments What’s going on is a sell-off in the Treasury market.
What the Heck Happened to Hanjin’s Ships and the Collapsed Freight Rates? by Wolf Richter • Jan 30, 2017 • 36 Comments Bankruptcy reveals “opaque ownership.” And freight rates surge.
Why Hanjin’s Zombie Collapse Won’t Be the Last One by Wolf Richter • Sep 18, 2016 • 72 Comments The pain will continue, with many more false-hope ups followed by brutal smack-downs, and more carriers cracking under their debt.
China Ocean Freight Index Collapses to Record Low by Wolf Richter • Apr 17, 2016 • 26 Comments Relentless deterioration meets stunning overcapacity.
First Ocean Freight Rates Collapse to “Zero,” China Freight Index Plunges to Record Low, Bailouts Loom by Wolf Richter • Mar 28, 2016 • 26 Comments The next stage of “Moral Hazard?”
China Ocean Freight Indices Plunge to Record Lows by Wolf Richter • Mar 14, 2016 • 40 Comments There’s simply no respite.
US Freight – Trucking, Rail, all of it – Goes to Heck by Wolf Richter • Nov 12, 2015 • 19 Comments “A drawdown much like the one we saw in 2009 and 2010.”
What Copper Just Said about China by Wolf Richter • Nov 11, 2015 • 31 Comments Something mucked up the equation.
