Timothy Renshaw
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trenshaw24.bsky.social
Timothy Renshaw
@trenshaw24.bsky.social
12 followers 2 following 160 posts
Editor/journalist/shipping and energy analyst
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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
trenshaw24.bsky.social
Substack Shipping News update: Carney government’s most successful nation-building project: the national debt … tinyurl.com/4369b8u4
#CanadaStrong2025 #FederalBudget #PortInfrastructure #DebtBurdens #MarkCarney
November 6, 2025 at 4:17 PM
trenshaw24.bsky.social
The latest from the Substack Shipping News: Data centre energy appetites seeking detours around supply chain and regulatory roadblocks … tinyurl.com/3hxzbsxk
#EnergyCentral #PeterSacco #AI #KLNGroup #PTS #Linerlytica #DataCentres
November 4, 2025 at 4:01 PM
trenshaw24.bsky.social
Does anyone have a roadmap to lend Mark Carney’s international trade caravan? It appears to have lost its way somewhere in Southeast Asia .… tinyurl.com/y34cy4jk
#MarkCarney #FraserInstitute #ASEAN #CriticalMinerals #CleanEnergyEconomy #TrumpTradeDeals
October 30, 2025 at 2:29 PM
trenshaw24.bsky.social
The latest from the Substack Shipping News: Canada’s Carney-Ford tag team overmatched in Trump Tournament of Tariffs … tinyurl.com/yc63m7h3
#TheMcCownReport #drewry #TrumpTradeDeals #RonaldReagan #NationalRetailFederation #ContainerPorts
October 28, 2025 at 3:11 PM
trenshaw24.bsky.social
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
October 24, 2025 at 9:37 PM
trenshaw24.bsky.social
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
October 21, 2025 at 3:08 PM
trenshaw24.bsky.social
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
October 17, 2025 at 3:39 PM
trenshaw24.bsky.social
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
October 14, 2025 at 3:03 PM
trenshaw24.bsky.social
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
October 11, 2025 at 6:50 PM