Trends
Dry cargo
The Big Picture
Indian coal imports
April 18, 2024
Dry cargo
The Big Picture
Steel demand: the good, the bad and the surprising?
April 11, 2024
LNG
Are we seeing a peak or a plateau in LNG carrier newbuilding prices?
April 09, 2024
Container
The Big Picture
Geared boxships
Newbuilding investment falls away
April 09, 2024
Geared fleet peaked in 2010, we expect niche operators to consider ECO-geared newbuildings
40% of geared fleet is now aged 20 years or more
Dry cargo
The Big Picture
China’s steel sector and export outlook
April 04, 2024
Container
The Big Picture
Fleet update
Deliveries take off
April 03, 2024
680,000 TEU delivered in Q1, and 1.0m TEU expected in Q2
Newbuilding investment slows in 2024
Dry cargo
The Big Picture
Baltimore bridge collapse and the near-term consequences
March 28, 2024
Container
The Big Picture
Baltimore Bridge impact
Norfolk and New York likely to handle diverted boxes
March 27, 2024
Handling of diverted Baltimore boxes should not create bottle necks at other USEC ports
We do not expect spot freight rates to increase as Baltimore cargo is diverted
Tanker
The Big Picture
Crude Tanker FFAs
Backing the VLCCs
March 26, 2024
Dry cargo
The Big Picture
Brazil’s grain infrastructure push
March 21, 2024
SHOW MORE