27 Jan 2026: For the week ending 23 January 2026, infrastructure indices posted gains, while bulk shipping stocks posted mixed performance (vs S&P 500 down 0.4% and Russell 2000 down 0.3%).

20 Jan 2026: For the week ending 16 January 2026, bulk shipping equity indices posted gains, while infrastructure-related stocks declined, except for the logistics sector (vs S&P 500 down 0.4% and Russell 2000 up 2.0%).

13 Jan 2026: For the week ending 9 January 2026, all Drewry Equity Indices posted gains (vs. the S&P 500 up 1.6% and the Russell 2000 up 4.6%).

09 Jan 2026: Fleet renewal measures announced by Frontline and CMB.TECH this week suggests that crude tanker companies are focused on having a modern and fuel-efficient fleet. This is despite the NZF (Net-Zero Framework) delay, which we saw in October 2025, suggesting that stricter GHG regulations will continue to play a dominant role in shipping space.

06 Jan 2026: In 2025, infrastructure-focused indices have delivered positive returns (Logistics +8.0%, Ports +21.4%, Container +6.3%). Within bulk shipping, the Drewry Crude Tanker Equity Index was the top performer, up 40.8%, outperforming other segments (Dry Bulk: +27.6%, LNG: +0.3%, LPG: +11.8%, Product: +5.6%).