“In 2025, we forecast a balanced development in the crude tanker market followed by a slight weakening in 2026. The product tanker market is expected to weaken during both 2025 and 2026 as deliveries from the large order book increases supply growth,” says Niels Rasmussen, Chief Shipping Analyst at BIMCO. The unprecedented trade policy uncertainty …
With growing industry attention focused on the latest USTR port fees, we take a closer look at the evolution of the dry bulk fleet, particularly in light of a noticeable slowdown in new contracting activity. According to Signal Ocean Orderbook Data Analytics – Dry Bulk Fleet Projection Analysis, between 2020 In 2024, the global dry …
Dry Weekly Market Monitor: Dry Bulk Fleet Growth 2025-2026 Read More »
The dry bulk market’s improvement has translated to higher dry bulkers’ values. In its latest weekly report, shipbroker Xclusiv said that “the relationship between spot market performance and asset values is a core theme in dry bulk shipping. By examining average monthly data from August 2015 to May 2025, including the Baltic S10TC and the …
Dry Bulkers’ Prices on The Rise as Market Improves Read More »
Executive summary Based on total cost of ownership (TCO) modelling by UMAS and UCL and more than 30 stakeholder interviews by the Getting to Zero Coalition, this insight brief dives deeper into the implications of the International Maritime Organisation’s (IMO) mid-term policy measures for the sector’s capital and operational strategies, costs and risks, highlighting how …
IMO policy measures: What’s next for shipping’s fuel transition? Read More »
The world is often an uncertain place; there are always two sides to any trade. This year seems to be more uncertain than most, with many factors driving in macro-economic and geopolitical uncertainty making trading more difficult. For crude tankers, there are good supply and demand elements, yet asset values are stagnant, and we think …
Tankers: Uncertainty has fostered…almost nothing, so far Read More »
Crude oil imports from China have been lower during the first four months of the year. In its latest weekly report, shipbroker Banchero Costa said that “in Jan-Dec 2024, global crude oil loadings went up by a modest +0.4% y-o-y to 2194.6 mln tonnes, excluding all cabotage trade, according to vessels tracking data from LSEG. …
Tankers: China Crude Oil Imports Lower So Far in 2025 Read More »
At the end of the third week of May, we are analysing the AG growth in tonne days within the dirty segment for VLCC tankers and the Ras Tanura supply trend to reveal the potential reasons behind the persistent downward pressure seen in the AG-China freight market sentiment. Examining seasonal trends of VLCC tonne days …
Tanker – Weekly Market Monitor: VLCC Tonne Days AG/Ras Tanura Net Supply Read More »
A lot has happened over the past week. We’ve seen a US-Houthi ceasefire deal re-spark the debate around safe access to the Red Sea. A UK-US trade deal has been struck – the first of its kind since the ‘Liberation Day’ tariffs. And, perhaps most significantly for container shipping, the pausing of the 145% China-US …
The tanker market participants have adjusted their way of doing business with sanctions on Iranian oil in mind. However, this could change sooner rather than later. In its latest weekly report, shipbroker Gibson said that “since April the US and Iran have been engaging in “direct” negotiations over curbs to Iran’s nuclear programme in exchange …
Tanker Market: The Iran – US Talks and its Implications Read More »
Capesize The Capesize market ended the week on a firmer note after a shaky start, recovering well from early pressure caused by uncertainty in Guinea. The announcement of revoked mining licenses initially rattled sentiment, but the market quickly regained composure. The Pacific basin emerged as the strongest performer, underpinned by consistent miner and operator demand. …
Dry Bulk Market: Capesizes End the Week on Higher Ground Read More »
