07 Jul 2026: For the week ending 03 July 2026, Drewry Equity Indices broadly delivered positive returns (vs. the S&P 500 up 1.8% and Russell 2000 down 0.5%).
29 Jun 2026: Since our previous report (10 April 2026), ICTSI has delivered strong earnings growth, supported by healthy throughput, pricing gains and contributions from new terminals.
26 Jun 2026: We have revised our rating to “Attractive” with a target price of EUR 136, implying a 17% upside from the current price of EUR 116 (as of 25 June 2026).
23 Jun 2026: For the week ending 19 June 2026, Drewry Equity Indices delivered mixed returns, while broader markets moved upward (S&P 500: +0.9% and Russell 2000: +1.2%).
01 Apr 26: The increasing volatility in freight rates caused by the Iran war is not comparable in scale to the extreme freight rate inflation of the Covid period, analysis from Drewry Shipping Consultants shows.
31 Mar 26: International general airfreight rates surge by up to 95% (Feb to Mar) as reduced airfreight capacity and higher fuel prices caused by the Iran War threaten to bring prices back to Covid record levels.
Drewry’s investment research team updates its independent assessment of the financial health of the box shipping industry. The full report is now available to purchase online.
Join us at 10:00 BST or 15:00 BST on Tuesday 21 July 2026 to explore how policy reforms, maritime financing, fleet expansion, shipbuilding incentives, and international partnerships are accelerating India’s journey towards becoming a top-five global shipbuilding nation by 2047.
Join us at 10:00 BST or 15:00 BST on Tuesday 28 July 2026 in a session where we will examine the country’s port modernisation agenda, green infrastructure investments, methanol, hydrogen and LNG initiatives, and the roadmap towards carbon-neutral ports under Maritime Vision 2047.