Trends
Container
The Big Picture
Boxship demo outlook
Squeezed middle exposed to cascading
August 29, 2025
When can we expect a resumption?
HKC compliance needs to accelerate to meet potential demo surge demand
Dry cargo
The Big Picture
North Pacific dry bulk exports rise
August 28, 2025
Dry cargo
The Big Picture
Turkey’s place in 2025 steel trades
August 21, 2025
Container
The Big Picture
Liners calm ahead of USTR
Blanket surcharges on US shipments to smooth the bump
August 19, 2025
Phased Adjustments, Not Panic, Define Carrier Strategy
Blanket surcharges on US shpments should smooth the load
Dry cargo
The Big Picture
US corn export forecast upgrades signal record for coming trade year
August 14, 2025
Container
The Big Picture
The shape of cascading
Deployment swaps driven by Newbuildings
August 14, 2025
Big Ships: Capacity Upgrades
Mid-Sized Deliveries: Renewal, Not Expansion
Dry cargo
The Big Picture
Guinea’s Q3 bauxite supply: more variables than ever
August 07, 2025
Container
The Big Picture
Trade Growth upgrades lift confidence
Trade deals provide measure of stability
August 06, 2025
Economic clarity emerges, but global trade risks persist
Improved trade frameworks support short-term gains
Dry cargo
The Big Picture
IMF hails “tenuous resilience” of the world’s economy
July 31, 2025
Container
The Big Picture
Box ship orders continue
Tonnage providers refocussing on Feeders/Regional tonnage
July 25, 2025
Liner companies tighten grip on the container ship orderbook.
Chinese yards note marginal shift away from Nb inevestment in 2025- USTR
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