Trends
Container
The Big Picture
Liners calm ahead of USTR
Blanket surcharges on US shipments to smooth the bump
August 19, 2025
Phased Adjustments, Not Panic, Define Carrier Strategy
Blanket surcharges on US shpments should smooth the load
Dry cargo
The Big Picture
US corn export forecast upgrades signal record for coming trade year
August 14, 2025
Container
The Big Picture
The shape of cascading
Deployment swaps driven by Newbuildings
August 14, 2025
Big Ships: Capacity Upgrades
Mid-Sized Deliveries: Renewal, Not Expansion
Dry cargo
The Big Picture
Guinea’s Q3 bauxite supply: more variables than ever
August 07, 2025
Container
The Big Picture
Growth upgrades lift confidence
Trade deals provide measure of stability
August 06, 2025
Economic clarity emerges, but global trade risks persist
Improved trade frameworks support short-term gains
Dry cargo
The Big Picture
IMF hails “tenuous resilience” of the world’s economy
July 31, 2025
Container
The Big Picture
Box ship orders continue
Tonnage providers refocussing on Feeders/Regional tonnage
July 25, 2025
Liner companies tighten grip on the container ship orderbook.
Chinese yards note marginal shift away from Nb inevestment in 2025- USTR
Dry cargo
The Big Picture
Fertiliser trades: a bright spot for 2025
July 24, 2025
Dry cargo
The Big Picture
Corn’s influence on freight to rise as focus switches from US to Brazil
July 17, 2025
Container
The Big Picture
ANZ outlook
trade: Steady and Stable
July 17, 2025
Despite the evident upsizing trend, the age and efficiency of vessels currently deployed on ANZ services remain points of concern.
Australia’s population growth—currently among the fastest in the developed world - underpinning long-term import demand
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