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    Boxship lessors parlay geopolitical unrest into years-long cash stream

    New ConTex containership leasing index has risen 193% since January 2024; WCI spot container freight index has fallen 27% over same period
    Global Ship Lease locked in an additional $381m in charter revenues during 3Q35; its charter coverage is 100% for remainder of 2025, 96% for 2026 and 74% for 2027
    Container lines could be moving toward a return to Red Sea, but long-term charters protect boxship lessors from downside

    Executives of Global Ship Lease discuss the market implications of US and Chinese port fees, the delay of the Net Zero Framework vote, and the potential reopening of the Red Sea route

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