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Maritime Research - Latest opinion

Browse our latest thoughts and opinions on the world's shipping markets. Please note that some of these complimentary areas require you to REGISTER and LOGIN to access the content.

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Maritime Financial Research (157) Maritime Research (402) Supply Chain Advisors (64)Select All

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Drewry Maritime Equity Indices - 14 April 2026

Drewry Maritime Equity Indices - 14 April 2026

14 Apr 2026

14 Apr 2026: For the week ending 10 April 2026, most of Drewry Equity Indices delivered positive returns (vs. the S&P 500 up 3.6% and the Russell 2000 up 4.0%).
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Tanker Shipping Financial Insight - April 2026

Tanker Shipping Financial Insight - April 2026

10 Apr 2026

10 Apr 2026: The tanker market is currently at peak levels, with the Drewry Crude and Product Tanker Equity Indices surging 50.7% and 51.7% YTD, respectively (as of 9 April 2026).
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Dry Bulk Shipping Financial Insight - March 2026

Dry Bulk Shipping Financial Insight - March 2026

13 Mar 2026

13 Mar 2026: Drewry Dry Bulk Shipping Equity Index is up 38.0% YTD (as of 12 March 2026), mainly driven by continued iron ore demand from China and tight vessel availability.
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Maritime Equities and the Middle East conflict

Maritime Equities and the Middle East conflict

06 Mar 2026

06 Mar 2026: The start of the US-Iran conflict and its impact on the maritime industry suggest that geopolitical concerns are here to stay. In this thought piece, we decode the initial impact of this conflict on maritime equities.
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Container Shipping Financial Insight - February 2026

Container Shipping Financial Insight - February 2026

27 Feb 2026

27 Feb 2026: While container shipping spot rates have declined, container equities continue to rise, as the end of the Chinese New Year holiday and lower average US tariffs have renewed optimism in the sector.
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News

Shippers “should not panic” despite surge in Middle East ocean spot rates

Shippers “should not panic” despite surge in Middle East ocean spot rates
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.

Fuel surcharges and capacity fall trigger airfreight price jumps of up to 95%

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 releases financial health-check report 2026 as container shipping fundamentals near a reset

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.

Drewry launches Container Shipping sector via OnDemand platform

20 Jan 26: Drewry is pleased to announce the launch of the Container Shipping via OnDemand maritime research knowledge centre.
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Events

Conferences28 Apr 2026

Mediterranean Ports & Logistics 2026

Dinesh Sharma will be speaking in the CEO forum session of the Conference.
Conferences05 May 2026

India Ports & Logistics Conference 2026

Captain Hemant Gupta will be moderating the panel session “Building Smart, Green & Climate-Resilient Port Pathways”.
Conferences07 May 2026

ESPO Conference 2026

Tim Power will be presenting the macro-economic outlook for ports.
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