Trends
Container
The Big Picture
Freight and Charter markets disconnect
Elevated charter periods reduce charter liquidity
September 10, 2025
Spot rates softening, but charter rates remain elevated and long.
Limited supply of modern tonnage and a prevailing “fear of being caught short” among liner operators.
Dry cargo
The Big Picture
Black Sea grain exports
September 04, 2025
Container
The Big Picture
US-India tariff impact
Insights on India’s Cargo Flows
September 04, 2025
Implications for Port Development in India
India’s trade pivot away from US markets
Container
The Big Picture
Boxship demo outlook
Squeezed middle exposed to cascading
August 29, 2025
When can we expect a resumption?
HKC compliance needs to accelerate to meet potential demo surge demand
Dry cargo
The Big Picture
North Pacific dry bulk exports rise
August 28, 2025
Dry cargo
The Big Picture
Turkey’s place in 2025 steel trades
August 21, 2025
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
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