The ominous plunge in capesize costs comes as rates for smaller vessels, which tend to carry anything but iron ore, remain robust.
05:00AM 12/16/09
Sunken Shipping Sector (RealMoney.com $)
The ominous plunge in capesize costs masks a benign outlook.
12:27PM 12/15/09
China Is Still the Key for Shippers (RealMoney.com $)
The country's manufacturing survey shows that its short-term strength is not abating.
02:00PM 12/08/09
Shippers Heading for Rough Waters (RealMoney.com $)
The market seems to have gotten ahead of itself, and I'm looking for some short-term weakness.
12:40PM 11/24/09
Dry-Bulk Losers: Excel, Eagle, DryShips
Shares in the dry-bulk shipping sector plunge Thursday amid a broad market selloff and indications that spot rates are moderating after a big recent run-up.
07:25PM 11/19/09
This Shipping Pullback Won't Hurt as Much (RealMoney.com $)
China's waning demand will be offset by gains elsewhere in the world.
02:00PM 11/17/09
Shipping Demand: Full Speed Ahead? (RealMoney.com $)
Panamax November contracts have increased almost 30% on a weekly basis
12:45PM 11/10/09
BDI May Suggest Continued ISM Strength (RealMoney.com $)
Ultimately a shift to consumer demand will be required, but the short-term thrust looks to be higher.
12:23PM 11/03/09
Watching the Volatile Shippers (RealMoney.com $)
Grain and coal shipments are picking up the slack from reduced iron ore demand.
11:26AM 10/27/09
Shippers' Gains Go Beyond China (RealMoney.com $)
Macro data support the idea that global industrial production is recovering.
12:01PM 10/23/09
Shippers' Next Boost May Be More Broad-Based (RealMoney.com $)
This time around, the resurgence won't be led by China alone.
02:30PM 10/21/09
Good News for Steel and Maybe Shipping (RealMoney.com $)
The World Steel Association anticipates a spike in global steel demand for 2010.
01:30PM 10/13/09
Easy Money Is a Big Driver (RealMoney.com $)
I'm looking for more global upside until monetary and fiscal policies tighten up.
01:04PM 10/09/09



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