Author | Lightnews

Timothy Renshaw @trenshaw24.bsky.social · 20h

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

Timothy Renshaw @trenshaw24.bsky.social · 4d

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

Timothy Renshaw @trenshaw24.bsky.social · 8d

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

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Timothy Renshaw @trenshaw24.bsky.social · 11d

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

Timothy Renshaw @trenshaw24.bsky.social · 13d

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

Timothy Renshaw @trenshaw24.bsky.social · 18d

Leadership vacuum is keeping Canada’s Single Maritime Window of opportunity closed … tinyurl.com/2j64ftzu
#WorldBankGroup #SingleMaritimeWindow #IMO #CPPI #SPGlobal #ShippingFederationOfCanada

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Timothy Renshaw @trenshaw24.bsky.social · 19d

Leadership vacuum is keeping Canada’s Single Maritime Window of opportunity closed … tinyurl.com/2j64ftzu
#WorldBankGroup #SingleMaritimeWindow #IMO #CPPI #SPGlobal #ShippingFederationOfCanada

Timothy Renshaw @trenshaw24.bsky.social · 25d

More maritime shipping data, more container trade deceleration clouds heading North America’s way. … tinyurl.com/483be3aw
#UNCTAD #portvancouver #containercargo #McCownReport #MaritimeTransportation #DrewryWCI

Timothy Renshaw @trenshaw24.bsky.social · 29d

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

Timothy Renshaw @trenshaw24.bsky.social · Sep 23

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

Timothy Renshaw @trenshaw24.bsky.social · Sep 19

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

Timothy Renshaw @trenshaw24.bsky.social · Sep 15

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

Timothy Renshaw @trenshaw24.bsky.social · Sep 12

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

Timothy Renshaw @trenshaw24.bsky.social · Sep 9

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

Timothy Renshaw @trenshaw24.bsky.social · Sep 5

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

Timothy Renshaw @trenshaw24.bsky.social · Sep 1

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

Timothy Renshaw @trenshaw24.bsky.social · Aug 28

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

Timothy Renshaw @trenshaw24.bsky.social · Aug 26

Container shipping’s peak season boom is headed for bust in 2025 … tinyurl.com/3jmu3yu3
#DrewryWCI #Xeneta #PeterSand #containercargo #trade #tariffs

Timothy Renshaw @trenshaw24.bsky.social · Aug 22

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

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Timothy Renshaw @trenshaw24.bsky.social · Aug 19

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

Timothy Renshaw @trenshaw24.bsky.social · Aug 15

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

Timothy Renshaw @trenshaw24.bsky.social · Aug 12

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

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Timothy Renshaw @trenshaw24.bsky.social · Aug 9

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

Timothy Renshaw @trenshaw24.bsky.social · Aug 5

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

Timothy Renshaw @trenshaw24.bsky.social · Aug 1

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