Trends
Container
The Big Picture
Investment uncertainty increases
ECO Mid-size newbuildings
April 16, 2025
A 'Good Time' to Order Newbuildings?
Compelling opportunities—especially for investors able to balance risk with strategic foresight
Dry cargo
The Big Picture
US pulls out of key IMO environmental talks
April 10, 2025
Container
The Big Picture
Tariff Reversal
China still at sharp end
April 03, 2025
90-day pause for trade negotiations
Cost of Chinese imports will still add stress to US consumers
Container
The Big Picture
Tariff Day
Economic Impact of Tariffs
April 02, 2025
Complexity in Shipping & Supply Chains
Fleet Demographics & Future Outlook
Container
The Big Picture
Freight Market Prospects
Freight Futures Volatility
March 28, 2025
Fleet Growth and Increased Capacity: Cooling Freight Rates Ahead
US Consumer Confidence and Its Potential Impact on Freight Rates
Dry cargo
The Big Picture
Colombian coal exports and the prospects for fronthaul trade
March 27, 2025
Dry cargo
The Big Picture
India: Long-term coal demand outlook
March 20, 2025
Container
The Big Picture
Red Sea Geopolitical Risks:
Global Economic Influence:
March 19, 2025
Impact on Freight and Charter Markets
Future Outlook and Fleet Expansion:
Container
The Big Picture
US Port Fees
Impact on Feeders
March 15, 2025
Liner companies will need to mitigate the substantial risk of escalating operating costs by avoiding Chinese-built tonnage
Top 20 Feeder / Regional operators face $5.7Bn in additional port fees
Dry cargo
The Big Picture
The USDA continues to lower its Chinese grain import estimates
March 13, 2025
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