Freight & Surcharges
Satellite image of the Strait of Hormuz (NASA)
If Brent drops to $90, how much does your delivered barrel actually fall?
Set against Brent, Goldman's $20 shows why the benchmark now says less about what a delivered crude cargo costs, and who carries the gap.
26 Oct · 3 min
Ports & Terminals
Typhoon Champi
Will week 44 cost one skipped call, or omissions week after week?
Drewry's rule of thumb for clearing a one-day port closure, and what it does to weekly strings that are already short of time.
23 Oct · 2 min
Geopolitics
Strait of Hormuz
What happens to your ships on passage if your port agent gets listed?
Why the port agent is the one party a shadow fleet cannot hide, and what Treasury's 20 November licences mean for calls already under way.
23 Oct · 2 min
Freight & Surcharges
offshore oil rig
Who pays for ten days at anchor off Oman now?
When a Gulf producer sells crude delivered, it charters the tanker, and the contract term decides how much of the Hormuz risk goes with the ship.
22 Oct · 3 min
Liner Shipping
Photo: Fred Dendoktoor
Every loop still on the Cape has a switch to come. Which ones have a dated first transit?
Why each service switch puts a Cape ship and a Suez ship into the same European berth week, and how the carriers keep that overlap small.
22 Oct · 3 min
Deals & Earnings
When can a box from Hanoi to Hai Phong actually go by rail?
The two partners describe the $3.5 billion in different ways, and the terminals depend on a single-track line to Hai Phong that is running behind its…
21 Oct · 3 min
Fleet & Vessels
How many days will the ship spend away from her service?
The trade press covered the partnership, and this covers the schedule arithmetic behind the job and the date that will show whether it worked.
21 Oct · 3 min
Deals & Earnings
Photo: Julia TaubitzUnsplash
Will APM Terminals run the quay, or just hold the shares?
Why Gemini's schedule at Salalah after 2028 depends on who plans the berths and whether the leased cranes stay, whoever holds the shares.
21 Oct · 3 min
Deals & Earnings
Photo: Patrick FinneganCC BY 2.0
Will CMA CGM ships get a fixed weekly berth at Nador when it opens in 2027?
Neither company has published what the stake gives CMA CGM's ships at the berth, but the deal does settle who sits on the quay next door.
21 Oct · 2 min
Fleet & Vessels
Plan on small 1,340 TEU, because on these loops the weight limit comes first.
What the two ships actually run on, what they lift at real cargo weights, and why their one electric feature depends on the ports.
20 Oct · 2 min
Freight & Surcharges
Photo: Bilal Ahmed
Which line on your invoice comes down first?
Split into the lines a carrier bills, the rise since February is mostly transpacific base freight and a few hundred dollars of fuel. The war-risk…
20 Oct · 3 min
Fleet & Vessels
Photo: christening of CMA CGM Lorenzaccio last Oct/16th
Only her bunker records will show how much of the loop runs on methanol.
Lorenzaccio's rotation, checked port by port against where methanol has actually been delivered this year.
20 Oct · 2 min