Trends
Dry cargo
The Big Picture
Indonesian coal export cuts?
February 05, 2026
Container
The Big Picture
Red Sea Return?
Rate support fades
February 05, 2026
Fleet growth, not demand, will drive the next earnings cycle
Capacity looks balanced today — but 2027–28 is the stress test
Tanker
The Big Picture
Big Picture: India-US trade deal
Will India-US trade deal support the large tanker market?
February 04, 2026
Dry cargo
The Big Picture
Shifting dynamics of steel production outside China
January 29, 2026
Container
The Big Picture
U.S. economic impact
Midterms may add temporary lift
January 28, 2026
U.S. strength looks increasingly narrow as confidence weakens
Slowing Momentum and a More Fragile Outlook
Dry cargo
The Big Picture
What production data tells us about China in 2025
January 23, 2026
Container
The Big Picture
Global Economy
Outlook: Modest but resilient
January 21, 2026
Emerging markets remain key growth contributors
Downside risks: trade and geopolitics
Tanker
The Big Picture
Big Picture: VLCC & Suezmax outlook
Benchmarks align with our bullish view
January 19, 2026
Dry cargo
The Big Picture
Capesize share of Colombian coal trade drops in 2025
January 15, 2026
Container
The Big Picture
More sub-Panamax investment required
Two-tier charter market diverges
January 15, 2026
Trade deployment and size-segment mismatch
Increase in demo and ordering to maintain average age
SHOW MORE
