Trends
Container
The Big Picture
2025 and outlook
Supply Squeeze to Supply Surge
December 11, 2025
Container Shipping’s Turning Point
Global Trade and Tariff Effects
Dry cargo
The Big Picture
USDA chooses to focus on US corn in first trade report since September
December 11, 2025
Dry cargo
The Big Picture
The OECD’s outlook for four of the world’s largest dry bulk importers
December 04, 2025
Tanker
The Big Picture
The Big Picture: Red Sea reopening
Bearish for tankers, but impact uneven across tanker classes
December 03, 2025
Container
The Big Picture
Fleet investment surges
Orderbook capacity hits record high
December 03, 2025
Crunch years ahead: Heavy fleet growth in 2027–2028 likely to trigger demolition and curb big-ship orders.
Potential Red Sea reopening threatens to expose excess supply built up in recent years.
Dry cargo
The Big Picture
Indian iron ore exports slide as imports rise to seven-year high
November 27, 2025
Tanker
The Big Picture
The Big Picture: Peace in Ukraine
Good or bad for tanker freight?
November 27, 2025
Container
The Big Picture
Red Sea Return?
The Insurance Conundrum
November 26, 2025
Supply–Demand Dynamics: A Delicate Balance
Operational Impact of a Red Sea Reopening
Tanker
The Big Picture
The Big Picture: Dark fleet demand
What’s next for the crude tanker dark fleet?
November 25, 2025
Dry cargo
The Big Picture
Cement and clinker trade expands in 2025
November 20, 2025
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