Trends
Dry cargo
The Big Picture
IEA lifts 2026 coal import estimates due to Middle East war and El Niño
September 24, 2026
Container
The Big Picture
The 2027 pivot
The supply monster is coming
September 24, 2026
Today container markets are telling a capacity story
By 2027 weaker demand could amplify the supply glut
Tanker
The Big Picture
Top that!
What today’s geopolitics means for tankers
September 23, 2026
Container
The Big Picture
Progress: Fleet Transition
The fleet is being rebuilt
September 20, 2026
The denominator is getting bigger
Modernisation has a cost
Dry cargo
The Big Picture
China’s thermal coal market: imports, production and competition
September 17, 2026
Tanker
The Big Picture
Tanker Big Picture: Mideast state fleet boom?
Where does this leave the independent owners?
September 14, 2026
Container
The Big Picture
US Port Fees
China builds them. The US may charge them.
September 11, 2026
Suspended, perhaps. Forgotten, certainly not.
Washington wants less China. The fleet is getting more Chinese.
Dry cargo
The Big Picture
Chinese dry bulk imports in August
September 10, 2026
Container
The Big Picture
Port Congestion
The box can move. The ship can’t.
September 07, 2026
More TEU is easy. More quay is not.
The industry counts TEU. Ports deal in metres.
Dry cargo
The Big Picture
Evolving picture on grain trades
September 03, 2026
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