Decks and Deals Weekly #52
During 3–9 October 2026, shipping markets priced scarce tanker capacity, discounted container space and exposed the distance between an impressive freight assessment and a bankable return
Dry bulk’s 2027 supply test: 52.1m DWT of deliveries meet an ageing fleet
The SeaNation team presents data from Xclusiv Shipbrokers, Inc., revealing a heavier dry bulk delivery pipeline whose impact could be softened by an ageing fleet and higher recycling
Decks and Deals Weekly #51
During 26 September–2 October 2026, shipping markets rewarded control of vessels, contracts and access. Cargo recovery brought fresh opportunities, but the gains depended on who could actually deliver
Capesize boom: longer hauls, 80% higher earnings and rising asset values
Capesize earnings and secondhand values are surging in 2026. The SeaNation team presents Xclusiv Shipbrokers, Inc. data showing how stronger cargo flows, rising tonne-mile demand and tighter vessel availability are reshaping the market across both basins
Decks and Deals Weekly #50
During 19–25 September 2026, shipping markets weighed Trump–Xi trade pledges against tanker bottlenecks and rising war-risk costs. Diplomatic relief mattered; dependable passage still carried a formidable price
Soaring freight turns older VLCCs into hot assets
The SeaNation team presents data from Xclusiv Shipbrokers, Inc., revealing how extraordinary VLCC earnings are rapidly repricing secondhand tonnage and pushing older vessels sharply higher
Decks and Deals Weekly #49
In the week ending 18 September, maritime trade revealed its real constraint: access on workable terms. Freight rates, sanctions and investment structures showed who can charge for it
Who really builds Japan’s dry bulk fleet?
The SeaNation team presents data from Xclusiv Shipbrokers, Inc., mapping Japan’s dry bulk shipbuilding landscape, yard specialization and orderbook concentration, alongside the latest transactions shaping the global S&P market
The $50,000 Cape is back and owners have the upper hand
The SeaNation team presents data from Xclusiv Shipbrokers, Inc., as Capesize earnings reach five-year highs, Atlantic tonne-mile demand accelerates and strong freight conditions increasingly support secondhand vessel values
Black Sea dry bulk drops 42% as disruption deepens
The SeaNation team presents data from Xclusiv Shipbrokers, Inc., showing a sharp summer contraction in Black Sea dry bulk trade as geopolitical disruption increasingly compounds seasonal weakness across Russia and Ukraine