Trends
![](/images/952ce3f2-1aab-4f9f-a348-d987cdff13d7.jpg)
Dry cargo
The Big Picture
Massive contrasts in steel production trends in the 1H 2024
July 25, 2024
![](/images/d11bbe5c-de7d-4adb-b07e-5493f5ae3a13.jpg)
Container
1H Demand outpaced Fleet Growth
6% box trade growth in 1H 2024
July 23, 2024
United States leads the way with 13% y/y throughput growth in first six months
Potential slowdown in 2H 2024 as front loading expected to slow and fleet growth to accelerate
![](/images/3405cb82-1217-49d5-8ac5-17dd1f66a738.jpg)
Dry cargo
The Big Picture
IMF: global economy in “sticky spot”
July 18, 2024
![](/images/7bf5a227-207a-4a41-9a77-a478e17c5f29.jpg)
Container
The Big Picture
Demand surge uncertainty
Freight market elevated
July 11, 2024
Front loading push continues but for how long?
Heavy newbuilding deliveries assist liner companies
![](/images/14f9294f-a8f4-4436-98ee-1f0f5dced870.jpg)
Dry cargo
The Big Picture
Heatwave pushes Vietnamese coal imports above last year’s fast pace
July 11, 2024
![](/images/ec347b31-1f30-4293-aecd-4cebd4de2c45.jpg)
Container
The Big Picture
Box Fleet Update
5.7% fleet growth in H1 24
July 04, 2024
2024 newbuildings focuseed in Regional & Mid-Size
Alterntive fuel represents 60% of box ship order book
![](/images/47e6599b-4fcf-4731-a737-a85ea46f4279.jpg)
Dry cargo
The Big Picture
Manganese ore’s effect on freight
July 04, 2024
![](/images/77869354-b880-4fa8-abac-9c39f4234269.jpg)
Dry cargo
The Big Picture
Brazil’s corn exports and scope for repeat of 2023 congestion?
June 27, 2024
![](/images/be58cb50-7c14-4f32-b027-6edb5dc371c9.jpg)
Dry cargo
The Big Picture
Global steel trades and China’s steel sector
June 20, 2024
![](/images/d11bbe5c-de7d-4adb-b07e-5493f5ae3a13.jpg)
Container
The Big Picture
Demand outlook
3% trade growth expected in 2024
June 19, 2024
Front loading inventory in 2024 will taper down and result in quieter end of year
In H1 2024, trade demand outpaced fleet frowth pushing up earnings during Red Sea crisis
SHOW MORE