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%). The majority of our sectoral equity indices declined, except for LNG and Tanker. Both Logistics and Container indices declined sharply due to the expected decline in Air and Sea freight rates.
Sector-specific: The Drewry Container Equity Index declined 7.4% as spot freight rates softened amid expectations of normalised shipping operations following the Strait of Hormuz reopening. The Drewry Logistics Equity Index declined 4.0%, whereas the Drewry Port Equity Index was broadly flat (+0.2% WoW). Within bulk shipping, the Drewry LPG Shipping Equity Index declined 11.2% due to weaker US-Asia arbitrage economics. The Drewry Dry Bulk Equity Index went down 6.8% because of freight rates softening. Meanwhile, the Drewry LNG Equity index increased 2.1%.
On a YTD basis, infra-focused indices have delivered positive returns (Ports +20.3%, Logistics +3.5%, Container -2.4%). Within bulk shipping, the Drewry Crude Tanker Equity Index is the top performer, up 65.9%, outperforming other segments (Product: +45.1%, LPG: +38.8%, Dry Bulk: +24.3%, LNG: +12.3%).
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