Hormuz closed. Frankfurt tightens. Who pays the ECB rate hike bill?
Yannis Stournaras says he wishes the ECB did not have to act. It probably will anyway — and European shipping will absorb costs it neither created nor controls
Home »
FREIGHT RATES
Q1 2026 container shipping Part II: ZIM and CMA CGM close the structural case
ZIM lost $86 million. CMA CGM lost three-quarters of its net income. The Q1 2026 container shipping season has closed, and the two final reports confirm Part I’s diagnosis
Tight tonnage, shifting trade flows and a market in transition
Why the Ultramax and Handysize segments are quietly becoming the most strategic space in dry bulk shipping during the week ending 22 May 2026, as disruption, positioning and regional fragmentation increasingly reshape freight market behaviour
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
Dry bulk market surges higher as Panamaxes lead the rally
Freight momentum accelerated across all dry bulk segments during the week that closed on May 15, 2026, with Panamaxes leading a broad-based market rally
Q1 2026 container shipping: volumes return, pricing power does not
The Q1 2026 container shipping season produced one verdict. Volumes returned. Pricing power did not. The Strait of Hormuz has been quietly turned into a line item
The strait that taught the markets to fear shadows
The Strait of Hormuz no longer shapes markets through disruption alone. It shapes them through anticipation, hesitation, memory, and the rising global cost of uncertainty
The iron pulse: Ultramax & Handysize — A week where the market bared its teeth
Freight did not negotiate during the week ending May 8, 2026. It imposed terms, exposed weakness, and rewarded those who understood that dry bulk psychology now moves faster than fundamentals
When freight finds its wind: a week of strength across the dry bulk seas
The dry bulk market closed the week ending May 8, 2026, with broad-based gains across vessel segments, as Capes and Kamsarmaxes led a renewed surge in global freight sentiment