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Dry Cargo Outlook Q3 2026
The Q3 2026 dry bulk outlook reveals a 2 per cent fleet increase in 2026 and a significant drop in orders, down 41 per cent in 2025 amid geopolitical uncertainties affecting trade flows and commodity demand.
Mind the Macro
Iran Ceasefire, US Tariffs, and LNG Market Uncertainty
This edition covers the fragile ceasefire in the Strait of Hormuz, the reintroduction of US tariffs and their impact on global trade and oil demand, and the ongoing uncertainty in the LNG market driven by Qatari disruptions and European storage concerns.
All Reports
Dry Cargo Outlook Q3 2026
The Q3 2026 dry bulk outlook reveals a 2 per cent fleet increase in 2026 and a significant drop in orders, down 41 per cent in 2025 amid geopolitical uncertainties affecting trade flows and commodity demand.
Dry Cargo Outlook Q2 2026
The dry bulk market is poised for significant growth with record vessel deliveries in 2026, while geopolitical tensions and an ageing fleet raise concerns over future supply amidst mixed demand across commodities.