★ Daily Intelligence Briefings (DIBs)Economics & TradeTransportation Ocean Freight Faces Another Round of Disruptions, Falling Rates Signal Potential Slowdown in Demand Shipping markets have been thrown into disarray once again, this time being slammed with a double whammy. Just as the…McAlinden Research PartnersApril 14, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Ocean Freight Shatters Annual Profit Records, Sustained Gains and Industry Diversification on Tap Ocean freight carriers raked in a record $150 billion in profits in 2021, an over 900% increase when compared to the…McAlinden Research PartnersFebruary 10, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeTransportation Shipping Rates Cooling Off, But Profits Remain Robust Heading Into 2022 Dry bulk shipping rates have fallen off a cliff over the last month, yet they remain significantly elevated compared to…McAlinden Research PartnersNovember 8, 2021
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsTransportation Shipping Container Demand Soaring as Shortage Along Key Routes Persists The shortage of shipping containers that emerged last summer has extended all the way into the new year. Rates continue…McAlinden Research PartnersJanuary 14, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerMarketsServicesTransportation Holiday eCommerce Boom Could Ignite Online Retail and Package Carrier Stocks Though overall retail sales growth is expected to slow this holiday season, ecommerce purchases are forecast to soar by 30% or…McAlinden Research PartnersNovember 17, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsTransportation Shipping Container Shortage Could Last Until Next Year, Boosting Container Leasing Stocks While the shipping industry bounces back from the COVID crash, it now faces a sudden shortage of containers. A rush of high-value…McAlinden Research PartnersNovember 16, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTransportation MRP Adds Long Dry Bulk Shipping as an Investment Theme The shipping industry has been pummeled over the past 6 months. First by the trade war, then by the coronavirus…McAlinden Research PartnersMarch 5, 2020
★ Daily Intelligence Briefings (DIBs)ServicesTransportation Logistics Stocks (FDX, UPS) on Track to Diverge Further The parcel delivery industry is changing in a way that puts FedEx and UPS at a disadvantage. Residential delivery, the…McAlinden Research PartnersDecember 23, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Spiking Energy Costs Could Sting Shipping & Transport Stocks Following 50% of Saudi Arabian crude oil going offline due to a devastating drone attack on 2 of the country’s…McAlinden Research PartnersSeptember 17, 2019