The ongoing uncertainty surrounding the Strait of Hormuz is impacting the Panamax dry bulk segment. According to recent media reports, a potential two-week extension to ceasefire discussions is under consideration, although this remains unconfirmed at …
Panamax Supply Outlook as Hormuz Faces Strain Read More »
Yesterday’s global trade landscape is increasingly being defined by the shadows of war, with the number of active conflicts reaching levels not seen since the end of World War II. While the human toll is the most devastating consequence, analysis from …
Global trade under siege Read More »
Iron ore markets are poised for stronger exports as Australian and Brazilian shipments recover, though Chinese demand remains weak. Coal prices softened following a ceasefire but remain supported by tight gas supply and potential European demand. Agric…
Shaky ceasefire has yet to unwind the war’s grip on dry bulk commodities Read More »
A landmark study commissioned by Seas At Risk, drawing on 1.74 billion kilometres of real voyage data, the equivalent distance from the Earth to Saturn, finds that wind propulsion could reduce fleet-wide fuel use by 6.3–9.4% with even greater potential…
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 »