Timothy Renshaw
trenshaw24.bsky.social
Timothy Renshaw
@trenshaw24.bsky.social
10 followers 2 following 140 posts
Editor/journalist/shipping and energy analyst
Posts Media Videos Starter Packs
The latest from the Substack Shipping News: Why the International Maritime Organization failed to win majority support for its Net Zero Framework … tinyurl.com/2rn7mvxx
#IMO #DNV #NetZeroFramework
How unchecked debt accumulation is threatening North America’s current and future prosperity and derailing the world’s wealth generation machinery … tinyurl.com/33mwykdk
#IMF #McKinseyGlobalInstitute #DebtBurdens #WorldEconomicOutlook #trade
The multibillion-dollar containership chartering business is on course for a market correction as demand weakens, carrying capacity glut grows, and freight rates erode … tinyurl.com/yct48j4w
#SeaspanCorp. #drewry #ContainershipCharters #FreightRates #FitchRatings
UNCTAD update finds more light than dark in global shipping, but Canada continues to labour under a 30-watt bulb in the shadow of U.S. tariff offensives … tinyurl.com/57fx6w5d
#UNCTAD #drewry #ShippingFederationOfCanada #TrumpTradeDeals #MarkCarney
Can North America’s electric vehicle market keep rolling without government-mandated training wheels?
It’s about to find out. … tinyurl.com/5bs7vea3
#CoxAutomotive #ING #Electrification #Tesla #IEA
Leadership vacuum is keeping Canada’s Single Maritime Window of opportunity closed … tinyurl.com/2j64ftzu
#WorldBankGroup #SingleMaritimeWindow #IMO #CPPI #SPGlobal #ShippingFederationOfCanada
Leadership vacuum is keeping Canada’s Single Maritime Window of opportunity closed … tinyurl.com/2j64ftzu
#WorldBankGroup #SingleMaritimeWindow #IMO #CPPI #SPGlobal #ShippingFederationOfCanada
More maritime shipping data, more container trade deceleration clouds heading North America’s way. … tinyurl.com/483be3aw
#UNCTAD #portvancouver #containercargo #McCownReport #MaritimeTransportation #DrewryWCI
World Bank’s 2025 Container Port Performance Index finds North America’s West Coast near the bottom of global efficiency rankings … tinyurl.com/3ch2urfp
#WorldBank #SPGlobal #portvancouver #PortofPrinceRupert #ContainerPorts
The line on the fever chart for container shipping’s business prospects is headed in the wrong direction. …tinyurl.com/2und6b87
#drewry #containerterminals #NationalRetailFederation #Maersk #HapagLloyd
LNG proving to be the driving force in container shipping’s slow boat to decarbonization … tinyurl.com/2rn7mvxx
#DNV #JPMorgan #LNG #IMO #decarbonization #Seaspan #SPGlobal #NetZeroFramework
Prime Minister Mark Carney’s opening round of fast-tracked “nation-building” projects misses the boat for Canada’s West Coast.… tinyurl.com/y6mcxeet
#GCT #MarkCarney #PortofVancouver #Terminal2
USTR port fee fears and tariff uncertainties continue to darken North American market outlooks and undermine east-west freight buoyancy … tinyurl.com/4vvjjx9p
#McCownReport #NationalRetailFederation #USTR #COSCO
Canada’s economy won’t survive the 21st-century tariff test match without tackling its second-rate productivity performance, and the country won’t climb out of its debt hole without tackling its public sector personnel bill. … tinyurl.com/v8bvdtyf
#CDHowe #productivity #BCGEU
Freight rate erosion points to escalating tariff and trade turmoil on the horizon for an oversupplied container shipping sector … tinyurl.com/2hbvxp5v
#drewry #JohnMcCown #Alphaliner #UNCTAD #FreightRates
The devil is in the details, but not knowing the devils or the details in the latest round of trade and tariff offensives is bad for business … tinyurl.com/42ajzven
#ThomsonReuters #DeMinimis #KarenLobdell #WTO #MarkCarney #NationalRetailFederation #tariffs
DynaLiners Millionaires Club container port data provides more evidence of how far 21st-century global economic power has shifted to the hyperactive East and away from the complacent West … tinyurl.com/2xzvjycx
#DynaLiners #Dynamar #ContainerPorts #Shanghai #PortofVancouver
Container shipping’s peak season boom is headed for bust in 2025 … tinyurl.com/3jmu3yu3
#DrewryWCI #Xeneta #PeterSand #containercargo #trade #tariffs
World Bank Group weighs in on the container terminal automation controversy that threatens to retard North American port growth and productivity improvement. … tinyurl.com/2mhn6y6c
#Automation #ILA #IDC #WorldBankGroup #McKinsey #GCT #PortofVancouver
Add private property rights uncertainty to the expanding inventory of challenges facing B.C. port businesses and the rest of the province’s economy.…
tinyurl.com/4r3j6cbv
#CowichanTribes #AboriginalTitle #VancouverFraserPortAuthority #Musqueam #BCSC
Attention port authorities: The World Bank Group has a container-load of port efficiency improvement recommendations for your consideration, and North American ports need all the efficiency improvements they can get.… tinyurl.com/uwnm7chs
#WorldBankGroup #CanadianPortAuthorities #PortofVancouver
Surprisingly brisk business continues in global container shipping lanes, while predictably inert business prevails in Canada’s federal government halls of power … tinyurl.com/a6jmcv6c
#Maersk #MarkCarney #TrumpTradeDeals #NRF
North America’s railroad revenue wars are heating up. Raising that temperature is the US$85 billion Union Pacific Corp. and Norfolk Southern Corp. merger … tinyurl.com/4uz67f6p
#UnionPacific #NorfolkSouthern #CN #CPKC
CUPW’s rejection of Canada Post’s final contract offer sets the stage for retooling the status quo that has driven the Crown corporation off the parcel and letter delivery highway and on to the road to insolvency … tinyurl.com/3sse6rxz
#CanadaPost #CUPW #WilliamKaplan #Amazon #DougEttinger
Update from The Substack Shipping News: Predictions of voracious LNG consumption are driving global gas peddle push…https://tinyurl.com/em3j8suy
#LNGCanada #drewry #LNGTankers #Alphaliner #ResourceWorks #IEA