Timothy Renshaw
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trenshaw24.bsky.social
Timothy Renshaw
@trenshaw24.bsky.social
12 followers 2 following 170 posts
Editor/journalist/shipping and energy analyst
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trenshaw24.bsky.social
New from the SubStack Shipping News: Unravelling the riddle of irrational containership capacity accumulation…
tinyurl.com/yc5ze49s
#drewry #containershipovercapacity #Maersk #Descartes
February 18, 2026 at 6:52 PM
trenshaw24.bsky.social
New from the Substack Shipping News: renewables resilience and LNG uncertainty … tinyurl.com/4krt9xjt
#ING #drewry #RenewableEnergy #LNG
Renewables resilience, gas market muddle highlight early 2026 energy outlooks
ING analysts bullish on solar and wind prospects; Drewry shipping forecast spotlights LNG supply-demand market imbalance
tinyurl.com
February 11, 2026 at 6:37 PM
trenshaw24.bsky.social
New from the Substack Shipping News: Concerns are mounting over Canada’s ability to defend its Arctic sovereignty and leverage its northern trade lane options…https://tinyurl.com/2ymfk8w8
#PolarSilkRoad #NorthernSeaRoute #PortOfChurchill #MSC #SorenToft #Seaspan
February 2, 2026 at 8:08 PM
trenshaw24.bsky.social
New from the Substack Shipping News: Red Sea uncertainties, Emissions Trading System carousels … tinyurl.com/4mmxrncy
#PortOfRotterdam #Xeneta #EU-ETS #DrewrySupplyChainAdvisors
January 30, 2026 at 3:38 PM
trenshaw24.bsky.social
New from the Substack Shipping News: Truckers call for cross-border cybersecurity co-operation to fight AI-accelerated North American cargo crime spree … tinyurl.com/2nnrsasf
#NMFTA #Cybersecurity #CargoTheft #ReliaQuest #CargoNet #Verisk #RoanokeInsuranceGroup
January 27, 2026 at 3:21 PM
trenshaw24.bsky.social
New from the Substack Shipping News: Greenland secures lead iceberg role in the 2026 Trump-directed Titanic remake … tinyurl.com/5ezj5z7b
January 23, 2026 at 4:24 PM
trenshaw24.bsky.social
New from the Substack Shipping News: Risky business barometer rising for ocean carriers and other major supply chain players in 2026 … tinyurl.com/434jcufm
#EverstreamAnalytics #drewry #Maersk #CyberOwl #Cybersecurity #SuezCanal #McCownReport
January 20, 2026 at 3:51 PM
trenshaw24.bsky.social
New from the Substack Shipping News: U.S. Supreme Court first up to spin tariff and container shipping’s 2026 Wheel of Fortune … tinyurl.com/3zwmer38
#IEEPA #ING #TrumpTariffs #USSupremeCourt #McCownReport
January 15, 2026 at 4:18 PM
trenshaw24.bsky.social
New from the Substack Shipping News: Container shipping’s revenue resilience raft tossed on turbulent geopolitical and economic seas… tinyurl.com/mssufs9
#DrewryDCEI #NationalRetailFederation #CarnegieConnect #DanishShipFinance #Venezuela
January 13, 2026 at 3:33 PM
trenshaw24.bsky.social
New from the Substack Shipping News: Maritime energy transition complications, electrification acceleration muddying waters for LNG futures … tinyurl.com/jfsfrh76
#GiseleWiddershoven #DNV #EnergyTransition #ETU #DanishShipFinance #SeaspanEnergy #LNG
January 9, 2026 at 4:25 PM
trenshaw24.bsky.social
New from the Substack Shipping News: Another threat to maintaining container shipping’s fiscal flotation in 2026: AI … tinyurl.com/4ptc96we
#Upply #Alphaliner #McCownReport #DanishShipFinance #ArtificalIntelligence #AI
January 6, 2026 at 3:54 PM
trenshaw24.bsky.social
New from the Substack Shipping News: EV sales stalled in North America at the tail-end of 2025, but continue to accelerate in other regions … tinyurl.com/y73vftr8
#CoxAutomotive #EVs #IEA #AutomotiveFleet #MercedesBenz
December 30, 2025 at 4:13 PM
trenshaw24.bsky.social
New from the Substack Shipping News: Remedial reading assignment for Canadian politicians and entrepreneurs: Dutch tech CEO’s disquieting productivity and prosperity erosion report … tinyurl.com/48sk8m25
#PeterWennink #ASML #TradeDiversification #StevenMacKinnon #AsiaPacificGateway
December 23, 2025 at 4:09 PM
trenshaw24.bsky.social
New from the Substack Shipping News: Christmas provides a traditional holly jolly business opportunity for cargo thieves, freight fraudsters and other supply chain parasites … tinyurl.com/52rakrfb
#RoanokeInsuranceGroup #CargoTheft #AmericanTransportationResearchInstitute #Motive
December 19, 2025 at 4:54 PM
trenshaw24.bsky.social
Nominees on the list of countries with 2026’s most promising trade and economic growth upside are rolling in, and Canada has yet to appear as a contender in any category.… tinyurl.com/mr28mjtn
#ExportDevelopmentCanada #CUSMA #CETA #OxfordEconomics #VespucciMaritime
December 16, 2025 at 3:55 PM
trenshaw24.bsky.social
Dangerous debt bombs, subpar investment commitments and widespread productivity stagnation: Welcome to Canada in the 2020s, where politics and activists excel at enterprise opposition … tinyurl.com/4yauwec7
#BusinessCouncilOfBC #McKinseyGlobalInstitute #UNCTAD #DebtBurdens #productivity
December 12, 2025 at 4:03 PM
trenshaw24.bsky.social
The latest from the Substack Shipping News: Global trade lane disruption deceleration could accelerate ocean carriers’ bottom-line profit erosion. … tinyurl.com/37ntvcet
#JournalOfCommerce #TheMcCownReport #RedSeaCrisis #HapagLloyd #Maersk #UNCTAD #DrewryDCEI #containercargo
December 9, 2025 at 3:56 PM
trenshaw24.bsky.social
New from the Substack Shipping News: The West Coast ups its maritime shipping game in the latest global container cargo port rankings … tinyurl.com/msrx6vdc
#DNV #MenonEconomics #PortofVancouver #PortOfLosAngeles #SeaspanEnergy #ContainerPorts
December 4, 2025 at 4:18 PM
trenshaw24.bsky.social
Canada West Foundation’s to-do list for removing Canada’s trade and supply chain dependability rating from the dumpster … tinyurl.com/594u7ktf
#CandaWestFoundation #FraserInstitute #FirstNations #OilPipelines #OilTankerBan
December 2, 2025 at 3:34 PM
trenshaw24.bsky.social
Nutrien bomb: Potash giant’s $1B U.S. terminal investment decision is another indicator of how anti-business even Canadian companies view their homeland … tinyurl.com/32kwc44x
#Nutrien #PortOfLongview #BCMEA #ILWU #CNRail #GCT
November 27, 2025 at 4:35 PM
trenshaw24.bsky.social
Why Carney Canada is not ready to deliver on its trade diversification expansion ambitions … tinyurl.com/yc7j65ez
#PacificSkyStrategy #GCT #MarkoDekovic #BusinessCouncilOfAlberta #MiningAssociationOfBC #MajorProjectsOffice #Nutrien #CNRail
November 25, 2025 at 4:05 PM
trenshaw24.bsky.social
New from the Substack Shipping News: How decarbonization detours are delaying the greening of North America’s transportation industry … tinyurl.com/s4nadkwj
#EnergyTransition #DNV #decarbonization #IMO #NetZeroFramework #HapagLloyd
November 21, 2025 at 3:52 PM
trenshaw24.bsky.social
Fiscal Fantasyland Canada is on a collision course with global freight facts … tinyurl.com/59uypzdw
#CanadaStrong2025 #CarneyCanada #DrewryWCI #CDHowe
November 18, 2025 at 4:05 PM
trenshaw24.bsky.social
The Substack Shipping News on the need for automation acceleration investment now in Canada’s ports … tinyurl.com/4wct8czk
#Automation #ILA #USMX #GlobalMaritimeAlliance #WorldBankGroup #Deltaport
November 14, 2025 at 4:36 PM
trenshaw24.bsky.social
North America is taking it on the chin in the global cargo boxing match while competing regions are holding their own.… tinyurl.com/2hvr27j2
#Maersk #drewry #containercargo #McCownReport
November 11, 2025 at 5:13 PM