India’s dry bulk exports, although modest in global terms, increased noticeably through 2025–26 alongside the depreciation of the Indian rupee. The trend broadly aligned with classical economic theory, although the response varied across commodities an…
Rupee depreciation fuels incremental gains in India’s dry bulk export volumes Read More »
The debate over whether net zero is possible by 2050 may continue for years, while global emissions and temperatures continue to rise. But the question of green hydrogen’s role in achieving it has swung from hype to skepticism to a pragmatic center: sh…
Net zero by 2050? This decade’s fuel choices will decide Read More »
March delivered one of the most extraordinary freight markets in modern shipping history. The escalation of conflict in the Middle East culminated in a scenario many in shipping had long theorised but few expected to see materialise: the effective clos…
March VLCC outlook – Historic shockwaves through the market Read More »
“By the end of the first quarter of 2026, the global shipping order book hit a 17-year high, reaching 191m Compensated Gross Tonnes (CGT). This is equivalent to 17% of the global fleet, the highest ratio since 2011. The order book has been booste…
Global order book hits 17-year high amid record crude tanker contracting Read More »
One month of AIS-derived data from the world’s most consequential chokepoint and what it revealed about a dry bulk market frozen in place. Оn 28 February 2026, the Persian Gulf was running a normal book of business. Panamaxes were completing grai…
When the Gulf Went Still Read More »