Between 10 and 16 May 2026, the BDI broke 3,195 mid-week before a Friday correction, MR Atlantic earnings collapsed 60-75%, two more ships were attacked at Hormuz, Hapag-Lloyd swung to a Q1 loss, and Trump landed in Beijing to ask Xi for help reopening the strait that has shaped freight markets for ten weeks
Between 3 and 9 May 2026, global shipping markets digested a hardening Hormuz blockade, the Ocean Koi seizure, US-Iran live-fire exchanges, an Israeli counter-bid for ZIM, and a BDI rally through 3,000
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
Dry, tanker and gas newbuilding orders have slowed to a crawl in 2025, as sky-high costs, regulatory haze, and disappointing freight returns fuel restraint. Containers, however, continue to dance against gravity
The shipping market faces uncertainty in Q4 2024 to 2027, with geopolitical tensions, fluctuating oil prices, and supply chain disruptions influencing tankers, bulkers, containers, and gas carriers (source: blog.vesselsvalue.com)