24 Apr 2025: CMB.TECH and Golden Ocean have announced a merger, forming one of the largest publicly listed bulk shipping companies. In this thought piece, we explore what this deal means for the shareholders of both companies.

Following the US government’s announcement of a three-month pause on tariffs for all countries except China, most of the Drewry Equity Indices experienced significant gains in the week ending 11 April 2025, except the port index.

11 Apr 2025: The US government’s sweeping tariff rollout under Donald Trump’s 2025 “Liberation Day” agenda has challenged the pre-existing global trade pattern and rattled financial markets. Maritime stocks declined sharply in line with the global sell-off. In this thought piece, we decode the reason for the fall in our maritime indices and have included our views on what lies ahead.

For the week ending 14 March, Drewry Equity Indices were on a decline apart from LNG, which rose 1.8% (vs S&P down 2.3% and Russell down 1.5%).

06 Mar 2025: In this thought piece on CK Hutchison’s 80% stake sale in Hutchison Ports Group, we look at the implied EV/EBITDA multiple for the transaction and analyse what the transaction means CK Hutchison, its investors and the industry at large.