Do you remember where you saw that? Look at today's price action.
Here is a headline from Marketwire yesterday:
"Slowing Fleet Growth to See Shipping Rates Rise Sharply Over the Next Few Years"
Maersk is a container shipper, I believe, are you sure they were referring to the same business? NMM management, which is generally regarded as superb, points to developments in Asia as a key to increased demand. They just did an SPO a couple of weeks ago to buy additional ships. In addition, NMM had a killer 4th quarter; 2/3 of their 2012 profit was earned in the 4th quarter.