Drewry Maritime Equity Indices - 01 September 2026

Drewry Equity Indices delivered mixed returns for the week ending 28 August 2026 (vs. the S&P 500 up 0.5% and Russell 2000 down 1.5%). Infrastructure-related indices showed a mixed trend, while the majority of bulk shipping indices excluding LPG were broadly flat, posting gains or losses of 1% or less.

The Drewry Logistics Equity Index was the top performer, rising 1.1% over the week. The gain was primarily driven by a 7.3% WoW increase in C.H. Robinson’s share price following strong 2Q26 results and AI-driven operational improvements. In contrast, Drewry Port Equity Index declined 4.5%, with GTO and RTO stocks declining 5.2% and 0.8%, respectively. The Drewry Container Equity Index declined 3.0%, led by an 11.6% fall in OOIL amid weaker 1H26 results. Within bulk shipping, the Drewry LPG Shipping Equity Index fell 2.0% as the Iran-Oman Hormuz transit corridor framework raised expectations of a normalisation in Middle East LPG exports, potentially easing vessel demand. The Drewry Dry Bulk Shipping Equity Index declined 1.0%, weighed down by a 3.3% fall in DS Norden’s share price. Meanwhile, the Drewry LNG, Crude Tanker, and Product Tanker Equity Indices were broadly flat over the week.

On a YTD basis, infra-focused indices have delivered positive returns (Ports +26.9%, Container +25.1%, Logistics +6.7%). Within bulk shipping, the Drewry Crude Tanker Equity Index continues to be the top performer, up 88.5%, outperforming other segments (LPG: +69.5%, Product: +52.9%, Dry Bulk: +58.5%, LNG: +12.1%).