StreetInsider.com News Articles

BofA tracks shipping data showing Red Sea transit recovery

Mon, 26 Oct 2026 05:40:38 -0400

Investing.com -- Bank of America released its latest shipping and supply chain data tracking report, showing container shipping through the Red Sea has recovered to 65% of normal levels in the past two weeks.

The recovery marks an increase from 50% in September as container liners continue returning to the Red Sea route. Additional service returns are currently being planned, according to the report.

Global port congestion has decreased to 10% of the fleet from peaks of 11-12%, driven by reduced congestion in North Asia. Port congestion could increase in the coming weeks due to Typhoon Champi disruptions and vessel bunching from

Tanker Agioi Fanendes Departs Russia for New York Under Malta Flag Carrying Diesel Post Trump/Putin Deal

Fri, 23 Oct 2026 04:56:14 -0400

Tanker Agioi Fanendes Departs Russia for New York Under Malta Flag Carrying Diesel Post Trump/Putin Deal.

Tanker Agioi Fanendes, IMO:9798375, flying Malta flag, shows a draught of 11m on MarineTraffic.com
Tanker heading West through Gulf of Finland, soon to be passing Tallinn, Estonia.
https://www.marinetraffic.com/en/ais/details/ships/shipid:5863623

Jefferies highlights energy security risks after Strait of Hormuz crisis

Thu, 08 Oct 2026 08:50:21 -0400

Investing.com - Jefferies hosted McKinsey's Global Energy & Materials team to discuss findings from their report on the Strait of Hormuz crisis, which exposed more than 20% of global oil supply and a similar share of LNG to disruption. The energy system absorbed approximately 55% of the roughly 21 million barrels per day of oil that previously moved through Hormuz using bypass pipelines, additional production, and inventory releases, while lower consumption accounted for roughly 6.8 million barrels per day.

McKinsey identified six broad responses that could offset 35-70% of pre-crisis Hormuz oil flows by 2030, including electrification and clean energy, coal

Jefferies highlights energy security risks after Strait of Hormuz crisis

Thu, 08 Oct 2026 08:50:21 -0400

McKinsey identified six broad responses that could offset 35-70% of pre-crisis Hormuz oil flows by 2030, including electrification and clean energy, coal

Jefferies highlights energy security risks after Strait of Hormuz crisis

Thu, 08 Oct 2026 08:50:21 -0400

McKinsey identified six broad responses that could offset 35-70% of pre-crisis Hormuz oil flows by 2030, including electrification and clean energy, coal

Jefferies highlights energy security risks after Strait of Hormuz crisis

Thu, 08 Oct 2026 08:50:21 -0400

McKinsey identified six broad responses that could offset 35-70% of pre-crisis Hormuz oil flows by 2030, including electrification and clean energy, coal

Shipping companies boost drone defenses after Black Sea attacks

Mon, 05 Oct 2026 05:17:39 -0400

Investing.com -- Merchant shipping companies are increasing their fleets' defenses against drones following attacks on commercial vessels in the Black Sea and Middle East.

Counter-drone specialists including Marss, Drone Defence and D-fend said they received more inquiries from shipowners. Interest was particularly strong among companies that handle oil and gas cargoes and those working around offshore energy infrastructure.

Commercial ships are being targeted in the Gulf and the Black Sea as parties in conflicts seek to disrupt critical commodity supply chains. Shipowners willing to operate in dangerous waters are commanding record freight rates for their vessels.

Jeffrey Starr, chief marketing officer at D-fend

Tanker stocks show stronger balance sheets ahead of market shift says Evercore

Mon, 08 Jun 2026 06:04:05 -0400

Investing.com -- Evercore analysts noted that tanker companies under their coverage have reduced their average debt-to-capital ratios to near 25% by the end of this year, down from levels that often reached around 60% in the years surrounding the global financial crisis.

The firm tracks seven publicly traded tanker stocks, which have seen their average total debt-to-capital ratios fall below 40% in 2022 and below 30% in 2024. This marks a shift from the period between 2006 and the post-financial crisis years, when these ratios typically stayed above 50%.

Evercore has warned in recent weeks about a coming increase in newbuilding deliveries

Tanker stocks show stronger balance sheets ahead of market shift says Evercore

Mon, 08 Jun 2026 06:04:05 -0400

Evercore has warned in recent weeks about a coming increase in newbuilding deliveries

Tanker stocks show stronger balance sheets ahead of market shift says Evercore

Mon, 08 Jun 2026 06:04:05 -0400

Evercore has warned in recent weeks about a coming increase in newbuilding deliveries

Tanker stocks show stronger balance sheets ahead of market shift says Evercore

Mon, 08 Jun 2026 06:04:05 -0400

Evercore has warned in recent weeks about a coming increase in newbuilding deliveries

Tanker stocks show stronger balance sheets ahead of market shift says Evercore

Mon, 08 Jun 2026 06:04:05 -0400

Evercore has warned in recent weeks about a coming increase in newbuilding deliveries

RBC on SoH: 'We are very skeptical of a June grand reopening'

Thu, 28 May 2026 09:22:59 -0400

RBC on SoH: 'We are very skeptical of a June grand reopening'.

The analyst comments "As we approach the start of summer demand season, there seems to be an emerging consensus that the Strait of Hormuz will reopen in June because the cost of continued closure will be too high. We are very skeptical of a June grand reopening or even that maritime traffic will return to February 27 levels for the foreseeable future. The optimistic scenario seems predicated on the tenuous assumption that there is relatively easy policy lever that can be pulled to get ships moving again through the

RBC on SoH: 'We are very skeptical of a June grand reopening'

Thu, 28 May 2026 09:22:59 -0400

RBC on SoH: 'We are very skeptical of a June grand reopening'.

RBC on SoH: 'We are very skeptical of a June grand reopening'

Thu, 28 May 2026 09:22:59 -0400

RBC on SoH: 'We are very skeptical of a June grand reopening'.

Goldman Sachs tracks US tariff impact on shipping volumes

Mon, 04 May 2026 05:32:12 -0400

Investing.com -- Laden vessels from China to the United States increased 4% week-over-week and rose 25% year-over-year for the week ending Thursday, April 30, according to Goldman Sachs' US Tariff Impact Tracker.

Data indicates that TEUs coming into the Port of Los Angeles will slow 5% week-over-week next week after a 1% sequential increase this past week. Two weeks out, the port is expected to see an 18% week-over-week increase, with year-over-year growth projected at 22% and 65% for one week and two weeks out, respectively.

Goldman Sachs stated that monitoring levels through May could provide insight into how shippers are deciding

Goldman Sachs tracks US tariff impact on shipping volumes

Mon, 04 May 2026 05:32:12 -0400

Goldman Sachs stated that monitoring levels through May could provide insight into how shippers are deciding

Goldman Sachs tracks US tariff impact on shipping volumes

Mon, 04 May 2026 05:32:12 -0400

Goldman Sachs stated that monitoring levels through May could provide insight into how shippers are deciding

Morgan Stanley cuts Hormuz transit estimates on data review