Trends
Dry cargo
The Big Picture
Black Sea grain trade disruption
August 13, 2026
Container
The Big Picture
The order book
Watch what isn't being ordered.
August 10, 2026
The orderbook isn't replacing today's fleet. It's building tomorrow's
Look beyond the headline order book
Dry cargo
The Big Picture
The forces shaping India’s coal imports
August 06, 2026
Container
The Big Picture
The Smarter Supply Chain
Built for Disruption
August 03, 2026
The Market That Refused to Break
Volatility is the New Constant
Dry cargo
The Big Picture
The consequences of Hormuz closure for fertiliser trades
July 30, 2026
Dry cargo
The Big Picture
The pivotal Guinea-to-China bauxite trade at the mid-point of 2026
July 23, 2026
Container
The Big Picture
Has the freight market peaked?
Supply still matters
July 23, 2026
Freight markets are now driven by events, not seasons
Today's market follows geopolitics, not the calendar.
Container
The Big Picture
China exports ride AI boom
Big numbers. Bigger questions
July 17, 2026
The AI boom is lifting exports—but for how long?
When headline growth tells only half the story
Dry cargo
The Big Picture
Heatwave in Northeast Asia to provide coal import boost?
July 16, 2026
Container
The Big Picture
Global Economy
Same Ocean, Different Currents
July 16, 2026
Growth Is Slowing, But That's Not the Whole Story
Investment-Led Trade Is Doing the Heavy Lifting
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