Decks and Deals Weekly #45
Between 24 and 31 May 2026, global shipping markets ran on contradiction: a peace deal nobody signed, a VLCC war premium in freefall, a BDI rebound nobody expected, and asset prices that simply refused to care
Between 24 and 31 May 2026, global shipping markets ran on contradiction: a peace deal nobody signed, a VLCC war premium in freefall, a BDI rebound nobody expected, and asset prices that simply refused to care
The period 20–25 April 2026 produced the most intense maritime standoff since the tanker wars of the 1980s: the Hormuz blockade turned fully kinetic, Brent crossed $100, and six vessels were seized
Freight markets for Handysize and Ultramax vessels held steady during the holiday lull, with data reflecting the week ending April 2, 2026, as shifting supply-demand dynamics begin shaping near-term direction
Global dry bulk markets remain fragmented and directionless, as regional imbalances dominate trading patterns during the week ending 20 March 2026, with owners and charterers navigating short-term volatility and localized equilibrium shifts
Dry bulk markets for Ultramax and Handysize vessels showed mixed signals during the week ending 13 March 2026, as bunker volatility, geopolitical tensions, and rising tonnage supply shaped trading patterns across Atlantic and Pacific routes
Global dry bulk markets faced rising volatility in the week ending 6 March 2026, as fuel shortages, Middle East tensions, and shifting cargo flows reshaped freight dynamics for Ultramax and Handysize vessels