Research Reports

Capesize rates fell to USD 39,352 amid increased vessel availability and waning demand, while Panamax and Supramax markets displayed stability, highlighting ongoing complexities influenced by global commodity supply pressures.

Geopolitical tensions elevate tanker rates and asset values, evidenced by recent high-value sales; Capesize activity shows resilience with a notable USD 37.5 million transaction, amid a generally subdued dry bulk market.

The escalation in the Middle East - and resultant closure of the Strait of Hormuz - have upended East of Suez crude and product tanker markets once again...

Dry bulk rates in the WCSA region stabilized amid decreased fixing activity and ongoing delays at crucial shipping chokepoints, with Supramax averaging USD 14,000 and Handysize USD 9,000 for key routes.

This report is a quantitative tracking tool, summarizing fuel‑technology adoption rates and fleet composition for dry bulk, tankers, containers, and gas carriers.

The surge in interest for crude oil tanker newbuildings has resulted in an orderbook that, at first glance, appears intimidating...

The resumption of hostilities in the Middle East and Russia's ban on diesel exports have impacted market arbitrages.

Brent crude prices exceeded USD 85 per barrel as US-Iran tensions escalate, raising concerns over oil supply disruptions, while IEA forecasts a 3.7 Mn bpd decline in global supply through 2026.

The US-Iran conflict intensifies, prompting oil price spikes, while Russia-Ukraine attacks disrupt grain shipping in the Sea of Azov, posing risks to global supplies, amidst Europe’s paradox of rising LNG imports from Russia.

Crude tanker markets saw VLCC rates firm in the West amid tightening tonnage, yet geopolitical tensions from the AG and Iran could increase supply pressure, impacting demand and rates across the sector.

Geopolitical tensions have led to a halt in tanker transactions amid U.S.-Iran escalations, while the dry bulk market shows resilience with asset values supported by strong fundamentals and positive freight earnings.

Capesize earnings surged, driven by strong mining demand, while Panamax rates increased amid tight tonnage conditions, contrasting with weaker performance in the Supramax and Handysize markets.