In its Weekly Market Report & Outlook for the week ending 4 September 2026, Ultramax and Handysize markets firmed as tightening tonnage and stronger demand increasingly shifted leverage towards owners
The new architecture of maritime illegality: 1,942 shadow-fleet tankers and gas carriers, 57% of sanctioned tonnage with false or unknown flags, and continuous registry changes undermining enforcement, safety, insurance and environmental protection
Economic interdependence was supposed to restrain geopolitical rivalry. Instead, power is reshaping globalization, turning trade, technology, infrastructure, and supply chains into instruments of strategic competition
