Coal and the Panamax Forward View
The Panamax market firmed materially through the spring [...]
Why is the Supramax market so tight — and where does it go next?
A remarkable run has Supramax spot near $19,000/day. Our model says May is the peak — here's what's driving the strength and why the forward path looks softer.
Dry bulk freight market scenarios from the Middle East conflict
Will the Gulf reopen by summer, or is this a prolonged disruption? We lay out two scenarios — short and sharp vs. extended conflict — and the freight rate implications of each.
Why Slow Steaming Isn’t Lifting Rates
The supportive case — and why it's not playing out [...]
US-Iran Conflict: Implications for Dry Bulk
Tankers grab the headlines, but the dry bulk market is feeling it too. We break down the trade, vessel, and charter rate impacts of the US-Iranian conflict.
Trump Tariffs – How Will It Affect Trade?
It feels like we’ve been here before in 2018. [...]
2025 Dry Cargo Outlook – Start Of The Year
Everybody is watching Trump's every words since he was elected [...]
Steel Export Trade: 101 Guide
Steel export trade can often be in the news for [...]
Does Steel Slump Signal Trouble: Dry Cargo Key Insights
China's leadership is making a concerted effort to bolster [...]
August 2024 Dry Cargo Forecast: Key Insights
Economic News The IMF have updated their World Economic Outlook [...]
US Steel – A Political Hot Potato
The debate over the role of domestic steel in the [...]
UK Steel – A Crisis in Waiting for a New Government
Tata Steel is in a standoff with the Labour Party [...]
Will Agribulk Trade Mirror Food Shortages?
Agribulk trade in Odessa, Ukraine: Loading grain into holds [...]
Grain Trade and War
The war has led to the closure of Ukrainian Black [...]
Understand Global Cement Trade: 101 Guide
Cement trade in Context Concrete is the world’s most widely [...]
Blip, Blip, Blob – Chinese AIS Receivers Switched Off
In the last few weeks, vessels have been disappearing [...]
Do Container Freight Rates Impact Bulker Volumes?
The fluctuation of both container and bulk freights rates have [...]
Multipurpose Vessel Insight – Riding High
The Multipurpose Vessel (MPV) fleet is often little understood and [...]
Is winter Coming? The Weather Impact on the Energy Crisis
Long range weather forecasting is never an exact science. Nowadays [...]
Don’t Panic! – The Outlook for Energy Supply
We had a strange situation in the UK this [...]