Cargo owners’ willingness to pay (WTP) a premium for low-carbon fuels is crucial to maritime sector decarbonization. But this year, the results of BCG’s annual Shipping Decarbonization Survey reveal a marked drop in WTP, from 4.5% in 2024 to 3% in 2025…
Demand for Low-Carbon Shipping Has Fallen, but Long-Term Value Persists Read More »
While the situation in the Middle East remains uncertain amid stalled peace talks and the continued closure of the Strait of Hormuz, the dry bulk segment is still largely unscathed. Spot freight rates remain solid across all dry bulk segments, and the …
Shipping Interrupted: Tracking the Impact of Disruptions in the Strait of Hormuz Read More »
“The Iran war and the resulting disruptions to ship transits through the Strait of Hormuz have increased uncertainty for both the global economy and the dry bulk market. Around 4% of dry bulk cargoes and tonne mile demand typically sail through t…
Dry Bulk Shipping: Closure of Strait of Hormuz curbs demand growth Read More »
April ends with firm sentiment in both Capesize and Panamax segments. On the C3 route, freight levels are supported by ballaster counts trending below the 12-month average. In Panamax, low ballaster availability across the P1/P2/P7 routes signals an un…
Firmer Sentiment / Ballasters Dropping below 12m avg: Ballasters Vs Baltic Rates Read More »
On the morning of April 18, 2026, the master of a crude oil tanker transiting the Strait of Hormuz broadcast a transmission that remains the clearest summary of what our observation window had documented over the preceding seven days: “You gave us clea…