Kawasaki Kisen Kaisha Ltd

Hyundai, digital forwarders top February

March 15, 2022

U.S. import growth by volume increased to 6.9% year over year in February, overcoming the downward pressure created by the Lunar New Year holiday. Asian routes drove that growth, with imports originating ports other than China up by 17.2% year over year. Chinese ports followed, increasing i... Read more →

Matson, Amazon forwarding lead December imports; rates inch up

January 18, 2022

Shipping rates continue to increase out of China, up 1.7% week to week as of the 14th. This was driven by increases in China to Europe rates, up 4.1% week to week and up 126.0% since the end of 2020. Carriers are likely enjoying these increased rates, posting increased profitability at the ... Read more →

ZIM, MSC lead 2M import growth in October

November 30, 2021

Carriers have continued to benefit from the surge in imports, increasing profits over previous years due to a positive volume and rate environment. This totaled 48.1 billion in Q3 and will likely impact the strategy and plans of carriers into the new year. Carriers are likely warry of allow... Read more →

ZIM, Matson lead carriers, DP-DHL and K+N lead forwarders in slowing September

October 19, 2021

Carriers and forwarders showed reduced import momentum when comparing September to the prior three months ending in Aug 31. Slowdowns were driven by a continued decrease in import growth from Asia excluding China and Europe, slowing to 9.8% and 3.6% year over year respectively. Imports load... Read more →

Hapag-Lloyd, Maersk flag strained system, new services as growth slows

August 16, 2021

The container shipping lines had a bumper Q2’21 and remain confident for the rest of 2021 and into early 2022. The EBITDA reported by Maersk and Hapag-Lloyd rose by 198% and 177% year over year in Q2’21. While largely down to higher rates there’s a continued contribution f... Read more →

Shipping alliances face risk of regulatory wave from Biden’s competition order

July 12, 2021

President Biden’s “Promoting Competition in the American Economy” Executive Order includes measures relating to the shipping and rail segments of the logistics industry. The provision for shipping appears modest and calls on the Federal Maritime Commission to “ensure... Read more →

Congestion, carbon costs overshadow continued container shipping boom

June 20, 2021

Container lines operating U.S.-inbound routes had another bumper month in May with total imports that rose by 47.1% year over year and by 25.0% compared to the same period of 2019. There are significant challenges ahead, however. In the short term, shipments from ports in southern China hav... Read more →

Hapag-Lloyd adds India-U.S. service after unsatisfactory Q1

May 18, 2021

Hapag-Lloyd may have failed to capitalize on the recent shipping volume boom, with CEO Rolf Habben Jansen stating “the development of the transportation volume was somewhat unsatisfactory” in Q1’21. U.S. seaborne imports linked to the firm rose by just 3.5% year over year ... Read more →

Container congestion not going away as supply chains stressed beyond the max

April 16, 2021

The container shipping industry’s congestion challenge “is not going to go away” according to FMC Chairman Daniel Maffei and an “import boom” has “stressed our supply chain to the max and beyond”. The import boom can be seen in a 50.6% year over yea... Read more →

Maersk, MSC restructure routes to rebuild reliability after raising market share

March 11, 2021

The container shipping firms are starting to restructure their services following prolonged network congestion. Maersk and MSC (the 2M shipping alliance) are restructuring their “pendulum” services which alternate between the Atlantic and Pacific oceans to “improve schedule reliability in t... Read more →

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