Trends
Container
The Big Picture
US recession risk
Consumer confidence decline
March 11, 2025
Economic uncertainty & market volatility
Trump protectionism spooking US consumers and stock markets
Dry cargo
The Big Picture
Slower Indian coal imports in the Q4 2024 and early 2025
March 06, 2025
Dry cargo
The Big Picture
Chinese steel exports and the era of trade protectionism
February 27, 2025
Container
The Big Picture
Plans to charge Chinese ships at US Ports
COSCO and MSC face significant exposure to these fees
February 26, 2025
The US Trade Representative has proposed fees of up to $1.5 million per port call for Chinese-built ships at US ports
Potential cost estimated be up to $3.5 bn per year
Dry cargo
The Big Picture
China’s reduced appetite for corn and the consequences for Panamaxes
February 20, 2025
Container
The Big Picture
Freight Market Correction
Moderate Consumer Spending
February 19, 2025
Supply & Demand implications
Impact on the Charter Market
Container
The Big Picture
Box Ships Head to Maintenance
Freight Market Decline
February 19, 2025
China domimates repair business
Ship repair market set to grow
Tanker
The Big Picture
The Big Picture: Politics vs. fundamentals
Can Trump prolong the upcycle?
February 17, 2025
Container
The Big Picture
No Suez switch underway
Red Sea Update
February 13, 2025
Controlled phase-in of return to Suez transits to avoid port congestion and rate deflation
Sustained halt to Gaza hostilies required before liners will navigate Red Sea
Dry cargo
The Big Picture
Turkey’s 2023 earthquake: effects on dry bulk trades two years on
February 13, 2025
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