Trends
Dry cargo
The Big Picture
China returns to US soybean market
October 30, 2025
Container
The Big Picture
China's trade resilience
Resilience through diversification
October 29, 2025
From West to Rest: China’s exports find new routes in a changing world
Shifting supply chains bolster North-South liftings and support charter market
Container
The Big Picture
NZF - Boxships
Cancelling DF orders, costly and complex
October 27, 2025
Liners, which value predictability and ESG, are expected to pushi for early NZF adoption
The NZF delay is a setback for policy, not for progress.
Dry cargo
The Big Picture
Mixed outlook for South Africa’s dry bulk exports
October 23, 2025
Container
The Big Picture
Port Fees, Ceasefire, and Global Economy in 'Flux'
Ceasefire & Diversion Strategy
October 17, 2025
Muted economic outlook but with potential upside for box ships
Implementation of China’s port fees have caused ownership confusion
Tanker
The Big Picture
Russian oil flows
The end game
October 16, 2025
Dry cargo
The Big Picture
China’s steel demand and economic prospects at a key moment
October 16, 2025
Tanker
The Big Picture
OFAC and China port fees
Focus shifts back to VLCCs
October 10, 2025
Dry cargo
The Big Picture
Brazil’s iron ore surge
October 09, 2025
Container
The Big Picture
Fleet update
Throwing caution to the wind
October 09, 2025
One notable shift in Q3 2025 was a pivot towards ordering smaller, regional ships.
Demolition delays and market inertia
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