RESEARCH
Research Reports
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US China Trade Deal
US dry bulk exports to China fell by 60 per cent since 2022, with grain and oilseed exports rising 170 per cent in 2026. A new trade deal may enhance future recovery, particularly for coal, dependent on market conditions.
Mind the Macro
Trump's Russian Molecule Deal, India's Steel Growth, and Container Market Softening
This edition covers the geopolitical implications of Trump's energy policies, the shifting dynamics of global steel demand, and the impact of external factors on the container shipping market.
All Reports
Green Transition in Shipping September 2026
The green transition in shipping is faltering, with alternative fuels comprising only 2.2 per cent of tanker orders and over 90 per cent of newbuildings still fuel-oil reliant.
Green Transition in Shipping August 2026
The shipping industry's green transition is hindered by diluted IMO regulations, while drought conditions in Europe elevate transport costs and threaten economic growth.
Green Transition in Shipping July 2026
EU regulatory changes on emissions trading aim to revitalise shipping's green transition amid declining interest in alternative-fuel vessels.
Green Transition in Shipping June 2026
European shipowners lead in ordering alternative-fuel vessels while facing critical fuel supply challenges as frustration mounts over regulatory discussions.
Green Transition in Shipping May 2026
Amid rising scrutiny, the Net-Zero Framework (NZF) for shipping garners renewed support, as the IMO prepares for December deliberations.
Green Transition in Shipping April 2026
Tensions surrounding the Iran war complicate the green transition in shipping as IMO's Net-Zero Framework struggles for support.
Green Transition in Shipping March 2026
The US administration continues to forcefully push back against shipping environmental regulation as the IMO's goals fall under greater threat.
Green Transition in Shipping February 2026
Monthly update on the latest going-ons in shipping's shift towards greener alternative fuels.
Green Transition in Shipping Report 31 December 2025
Explore 2025's green shipping transition: FuelEU, new ECA, regulatory setbacks, LNG & ammonia bunkering projects, and decarbonisation outlook.