Drewry Maritime Equity Indices - 15 September 2026

Drewry Infrastructure and Bulk Shipping Equity Indices delivered mixed returns for the week ending 11 September 2026 (vs. the S&P 500 and Russell 2000 down 0.8% and 2.4%, respectively). Heightened tensions in the Middle East, with increased vessel attacks and continued concerns over crude export flows and maritime security, boosted Arabian Gulf risk premiums and strengthened investor sentiment toward tanker equities, making tanker indices the strongest performers within bulk shipping.

Among our infrastructure-related sectors, the Drewry Port Equity Index was the top performer, rising 3.2% WoW, supported by a 3.9% increase in GTOs’ share price. In contrast, the Drewry Logistics and Container Equity Indices declined 0.7% and 0.4%, respectively. Within bulk shipping, the Drewry Crude and Product Tanker Equity Index expanded 4.9% and 1.6%, respectively, amid escalated tensions in the Middle East. In contrast, the Drewry Dry Bulk Shipping Equity Index declined 1.8%, this was led by a 3.9% WoW drop in Star Bulk’s share price, driven by dilution concerns following its Greek equity offering, priced at a discount to the prevailing share price.

On a YTD basis, infra-focused indices have delivered positive returns (Ports +34.8%, Container +24.4%, Logistics +2.8%). Within bulk shipping, the Drewry Crude Tanker Equity Index remains the top performer, up 107.6%, outperforming other segments (LPG: +80.1%, Product: +68.2%, Dry Bulk: +64.3%, LNG: +13.2%).