Capesize capacity: the orderbook counts ships, geography counts time
The Capesize orderbook looks substantial. Yet Capesize capacity depends less on how many ships arrive than on how few voyages the new Atlantic trades allow each one to complete
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ATLANTIC BASIN
The geography of oil is changing — and so is global shipping
The SeaNation team presents the latest analysis from Xclusiv Shipbrokers, Inc., highlighting how shifting crude export origins, rather than volumes alone, are reshaping tanker demand, tonne-mile utilisation and global shipping markets
Handysize & Ultramax markets at a crossroads: navigating freight pressure and geopolitical uncertainty into August
The week ending 31 July 2026 confirmed that Handysize and Ultramax markets are entering August under freight pressure, with geopolitical risks, seasonal cargo patterns and vessel positioning shaping commercial decisions across every major trading basin
Dry bulk market loses momentum amid mixed regional trends
Drawing on market data from the week ending July 24, 2026, the dry bulk market remained largely range-bound, with Capesizes outperforming while Kamsarmaxes recorded the sharpest weekly decline
Ultramax & Handysize: Atlantic holds the helm while the Pacific loses steam
Drawing on market data from the week ending 3 July 2026, this analysis examines how disciplined vessel supply continues to support Atlantic freight markets while Pacific conditions gradually soften as regional dynamics increasingly shape earnings
Positive initial reactions of the dry bulk market to geopolitical developments
The dry bulk freight market ended the week closing on July 3, 2026, with stronger momentum in larger vessel segments as geopolitical developments and improving cargo demand lifted overall market sentiment
Atlantic muscle, Pacific nerves: the dry bulk market finds its centre of gravity
Drawing on market data from the week ending 19 June 2026, the dry bulk market revealed a familiar pattern: Atlantic strength continued to outpace Pacific softness, keeping overall sentiment moderately bullish
The great tonnage squeeze
Drawing on market data from the week ending 12 June 2026, the structural tightening driving Ultramax & Handysize freight markets higher is becoming increasingly visible as shrinking vessel availability and resilient cargo demand continue to strengthen owners’ negotiating power across… Read More »The great tonnage squeeze
A week of mild corrections across the dry bulk market
During the week ending 22 May 2026, the dry bulk market entered corrective territory, with Panamaxes leading losses while Capes, Ultramaxes and Handies recorded softer and uneven adjustments
The freight equation: how Ultramax & Handysize markets are reshaping globally
During the week ending 15 May 2026, Ultramax and Handysize markets revealed widening regional imbalances as positioning, grain flows and tightening tonnage steadily reshaped global freight dynamics