Trends
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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
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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
Tanker
The Big Picture
Refined product trades are being re-written, again
Russia’s diesel export ban
July 14, 2026
Container
The Big Picture
Small-Midsize newbuilding cycle
Discipline Over Expansion
July 10, 2026
From Shortage to Selection: The Cycle Turns
Returns Now Depend on the Right Assets, Not the Right Sector
Dry cargo
The Big Picture
Crosscurrents of war and technology shape IMF’s economic outlook
July 09, 2026
Dry cargo
The Big Picture
Hormuz closure impact on fertiliser (and sulphur) trades
July 02, 2026
Container
The Big Picture
Small Ships, Big Signal
It had to happen. It's happening now.
June 26, 2026
Rival in newbuilding investment of Small/Regional and Mid-Size
65% liner-ordered. The charter market just lost its grip.
Dry cargo
The Big Picture
What can stop Vietnam’s coal import surge?
June 25, 2026
Tanker
The Big Picture
Iran conflict – MoU is signed
Impact on oil tankers
June 19, 2026
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