GLG News by Boat Industry Experts

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Tough Year For The Transpacific Trade

March 24, 2008

Experts predict bleak picture for 2008 West Coast shipping year | www.americanshipper.com

Speakers at the 2008 Annual Peak Season Forecast Conference in Long Beach cast a gloomy view of the transpacific container shipping market.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

NOLA In A Great Position To Attract Cargo

March 18, 2008

Cargo competition | www.neworleanscitybusiness.com

The expansion of the Panama Canal will change the economics of all-water routing of eastbound containers to midwest and east coast destinations.  There will be an added benefit of avoiding the increasing congestion and costs of west coast ports, rail lines, and highways.  NOLA is ideally positioned to take advantage of this.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Hapag-Lloyd In Play

March 18, 2008

TUI capitulates | www.tradewinds.no

Investor pressure from Frontline's (NYSE:FRO) John Fredriksen and others has finally forced TUI directors to offer Hapag-Lloyd, the world's sixth largest container shipping company, as an acquisition target.  The interest is likely to be considerable.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

West Coast Union Negotiations Likely To Be Better Than 2002

March 18, 2008

ILWU contract talks to start Monday | www.americanshipper.com

The ILWU negotiations with the PMA are scheduled to begin today, keeping the promise both sides made to get an early start before the 01 July contract expiration date.  For numerous reasons, the talks are expected to go much better than 2002, when a 10-day lockout/strike required federal intervention.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Progress On Iron Ore Negotiations Good News For Dry Bulk Shipping

February 25, 2008

Ore monster sinks its teeth into yards | www.tradewinds.no

Brazilian iron ore supplier Vale announced benchmark contract agreements with Nippon Steel, JFE and Posco that include a 65% price increase.  This should help move the important negotiations with Chinese steel mills along, which will move dry bulk shipping rates upwards.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

VLCC Fleet Will Expand In 2008

February 14, 2008

VLCC fleet count may fall in 2008 | www.tradewinds.no

Speculation that VLCC retirements and conversions will exceed new deliveries in 2008 is unwarranted.  Most conversion prospects will not happen.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Dry Bulk Recovering Despite Chinese New Year

February 13, 2008

China gets ships to work at home | www.tradewinds.no

Capesize rates have already recovered above the $130k/day level despite the Chinese New Year and continuing uncertainty around the iron ore negotiations.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Matson Doing Well In A Weak Market

February 8, 2008

A&B still sees growth | www.tradewinds.no

Matson Navigation Company, part of Alexander & Baldwin (Nasdaq:ALEX) reported operating profit in 4Q07 up 5% on 9% higher revenues despite a weak transpacific market and under-recovery of fuel costs.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Horizon Should Have A Decent Year

February 8, 2008

Horizon projects growth | www.tradewinds.no

Horizon Lines (NYSE:HRZ) is projecting EPS growth of at least 76% in 2008.  This has more to do with greater available voyage days due to a less-intensive shipyard schedule than it does from underlying growth, rate increases, or the effects of their cost-cutting measures.

Craig Marston, Managing Director

Craig MarstonManaging DirectorCEM Marine What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

The BDI Is No Longer A Good Indicator Of World Economic Conditions

January 29, 2008

The fall of a shipping index portends trouble | www.economist.com

Several studies has noted the strong correlation between the Baltic Dry Index and world economic health.  Since much of the cargo carried on dry bulk ships is the precursors to manufacturing, the strong relationship makes sense.  For many reasons, the current BDI no longer follows this historical trend.

Previous Page : 3456789101112Next71 to 80 of 374

Leading institutions connect with members of the Consumer Goods & Services councils through GLG

Most Popular Consumer Goods & Services News