Trends
Dry cargo
The Big Picture
Watching for signs of a coal trade turnaround
May 14, 2026
Container
The Big Picture
The Orderbook Says It All
Arithmetic, not opinion
May 11, 2026
The orderbook was built for a world that may not exist
A cleaner fleet is coming, whether the market is ready or not.
Dry cargo
The Big Picture
Bauxite trade from Guinea to the UAE to resume?
May 07, 2026
Dry cargo
The Big Picture
China’s gas-to-coal move takes shape
April 30, 2026
Container
The Big Picture
Short-term outlook to 2028
Demand stable but outpaced by supply wave
April 29, 2026
Energy costs may impact liftings
Cascadaing on the way
Tanker
The Big Picture
Iran conflict – Week 8
Impact on oil tankers
April 24, 2026
Dry cargo
The Big Picture
Counter-intuitively, China’s iron ore imports rise as steel output and exports fall
April 23, 2026
Container
The Big Picture
Globalisation rewired
Trade isn't falling. It's moving
April 23, 2026
Globalisation is no longer about scale, but dispersion
Liners adapt to spreading trade
Dry cargo
The Big Picture
The outlook for the global economy and steel demand
April 16, 2026
Tanker
The Big Picture
Iran conflict – Week 7
Impact on oil tankers
April 15, 2026
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