Trends
Container
The Big Picture
Progress: Fleet Transition
The fleet is being rebuilt
September 20, 2026
The denominator is getting bigger
Modernisation has a cost
Tanker
The Big Picture
Tanker Big Picture: Mideast state fleet boom?
Where does this leave the independent owners?
September 14, 2026
Container
The Big Picture
US Port Fees
China builds them. The US may charge them.
September 11, 2026
Suspended, perhaps. Forgotten, certainly not.
Washington wants less China. The fleet is getting more Chinese.
Dry cargo
The Big Picture
Chinese dry bulk imports in August
September 10, 2026
Container
The Big Picture
Port Congestion
The box can move. The ship can’t.
September 07, 2026
More TEU is easy. More quay is not.
The industry counts TEU. Ports deal in metres.
Dry cargo
The Big Picture
Evolving picture on grain trades
September 03, 2026
Dry cargo
The Big Picture
Japan and South Korea’s Q3 thermal coal appetite
August 27, 2026
Container
The Big Picture
Panama Squeeze Returns
Less Water. Less Capacity.
August 27, 2026
A small cut a BIG impact
This situation wont go away
Dry cargo
Historic year for iron ore trade
August 20, 2026
Container
Alternative fuel transition
Meaningful alternative fleet by 2030
August 20, 2026
Those investing today may gain the advantage tomorrow
Decarbonisation is becoming a competitive differentiator
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