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Research Reports
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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
Geopolitical Review July 2026
US-Lebanon discussions signal new geopolitical alignments amid Israeli withdrawal; China's Q2 GDP growth slows to 4.3 per cent, raising intervention speculations, while regional tensions escalate in the South China Sea.
Geopolitical Review June 2026
June 2026 geopolitical shifts include Armenia's election favoring EU ties, a potential expiry of the USMCA trade deal, and escalating EU sanctions against Russian oil, reflecting ongoing realignments amid global instability.
Geopolitical Review May 2026
Cuba's energy crisis escalates as US sanctions tighten, with protests erupting over severe fuel shortages. Meanwhile the EU revises its 2026 growth forecast down to 0.9 per cent amid ongoing geopolitical tensions in the Middle East.
Geopolitical Update April 2026
April 2026 saw key geopolitical changes with Taiwan enhancing ties to China amid unification efforts and Hungary's election results prompting a shift towards EU support for Ukraine, impacting regional shipping dynamics amid energy supply concerns.