The Big Picture
China’s gas-to-coal move takes shape
China’s gas-to-coal move takes shape
April 30, 2026
Counter-intuitively, China’s iron ore imports rise as steel output and exports fall
April 23, 2026
The outlook for the global economy and steel demand
April 16, 2026
Asia’s long-term coal import boost?
April 09, 2026
Steel supply chains in the Middle East Gulf under severe strain
April 02, 2026
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The value to dry bulk trade of UAE ports on the Gulf of Oman
May 05
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Outlook for 2026/27 grain trades amid tight fertiliser supplies
April 28
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Soybean export prospects from the US and Brazil
April 14
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Energy ramifications for Europe from higher gas prices
April 07
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The return of coal to the energy mix
March 31
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Forecasting grain trade with war in the Middle East
March 24
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Impact assessment on dry bulk as war enters its third week
March 17
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Halted fertiliser flows from the Middle East a key negative for dry bulk trade
March 09
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Possible implications for dry bulk trade from war in the Middle East
March 02
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Are this year’s US corn exports being underestimated again?
February 24
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