As oil prices dance to the tune of geopolitics, global shipping braces for choppy waters. U.S. policies, OPEC’s calculations, and rising trade tensions set the stage for a year of volatility and unexpected openings
The recent surge in attacks on merchant ships calling Russian oil export ports highlights an evolving maritime threat, likely orchestrated by state actors. (Ambrey Threat Circular, 07/03/2025)
A French shipping giant, a U.S. president with a penchant for tariffs, and a Chinese government ready to strike back—this isn’t the plot of a maritime thriller, but the latest high-seas power play shaking global shipping
As Ukraine fights for sovereignty, Zelensky’s diplomacy, Trump’s unpredictable stance, and Europe’s response shape global politics. The stakes are high, with profound implications for security, alliances, and the shipping industry
BlackRock’s $23 billion acquisition of key Panama Canal ports from CK Hutchison signals a strategic shift in global shipping control, intensifying U.S.-China competition over the world’s most vital maritime passage
The maritime sector is in choppy waters as container freight rates nosedived 16% in January alone. From geopolitical tremors to a glut of new ships, the industry’s biggest players are bracing for a volatile year
The U.S. Trade Representative’s proposal to impose sweeping port fees on Chinese-built ships and operators, as analysed by Greg Miller in Lloyd’s List, could reshape global shipping costs and alliances
Analysis and predictions for the Handysize and Ultramax markets for the week starting on 17th February 2025, with an overview of key regions, trends, and developments in the dry bulk sector
The study by Marobhe, Kansheba, and Munim, published in Journal of Transport Geography, examines how maritime stock prices responded to key events of the Israel-Hamas conflict. It highlights sector-specific impacts, investor sentiment shifts, and geopolitical risk influences
After four weeks of decline, the dry bulk cargo market rebounded, led by Panamaxes (+30%). Smaller sizes followed, while Capes saw marginal losses. These forecasts apply to the week starting February 10, 2025