Panama Canal: Slowdown in US-Asia/China Trade? by MC01 • Nov 1, 2019 • 41 Comments One of the world’s critical choke points for maritime traffic.
Latest Act in the Crisis of the Enormous Korean Shipbuilders by MC01 • Jun 23, 2019 • 33 Comments And now not even their foreign subsidiaries are immune.
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.
Global Shipping Meltdown Mauls German Banks, Retail Investors, Taxpayers by Wolf Richter • Feb 10, 2017 • 21 Comments Germany holds 25% of global shipping loans as industry collapses.
World’s Largest Container Carrier “Unexpectedly” Has Big Loss in Crushed Industry. Now Trade War with China Looms by Wolf Richter • Feb 8, 2017 • 26 Comments It “would have a very negative effect on our business”: Maersk CEO
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.
“Zombie Apocalypse”: The Hanjin Bailout that Didn’t Happen by Wolf Richter • Sep 5, 2016 • 47 Comments It “shatters the complacency” that TBTF carriers “are immune to failure”
Dogged by Lousy Global Demand and Wild Overcapacity, China Containerized Freight Index Crashes to Worst Level Ever by Wolf Richter • Dec 8, 2015 • 4 Comments Bad breath of zero-interest-rate era wafts over real economy.
