Trends
Dry cargo
The Big Picture
Mixed outlook for South Africa’s dry bulk exports
October 23, 2025
Container
The Big Picture
Port Fees, Ceasefire, and Global Economy in 'Flux'
Ceasefire & Diversion Strategy
October 17, 2025
Muted economic outlook but with potential upside for box ships
Implementation of China’s port fees have caused ownership confusion
Tanker
The Big Picture
Russian oil flows
The end game
October 16, 2025
Dry cargo
The Big Picture
China’s steel demand and economic prospects at a key moment
October 16, 2025
Tanker
The Big Picture
OFAC and China port fees
Focus shifts back to VLCCs
October 10, 2025
Dry cargo
The Big Picture
Brazil’s iron ore surge
October 09, 2025
Container
The Big Picture
Fleet update
Throwing caution to the wind
October 09, 2025
One notable shift in Q3 2025 was a pivot towards ordering smaller, regional ships.
Demolition delays and market inertia
Dry cargo
The Big Picture
Japan and South Korea’s coal trade boost to Q3 Panamax demand
October 02, 2025
Container
The Big Picture
Is there a Feeder shortage?
Small ship, age problem is more acute.
September 28, 2025
Newbuilding investment has been concentrated in very large ships,
Trend of liner company investment in conventionally fuelled Regional ships to continue.
Dry cargo
The Big Picture
China’s Q3 coal import push
September 25, 2025
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