Shipping Market Outlook: Q4 2025 Forecast

Overview Global shipping markets remain shaped by significant structural disruptions. The EU ban on Russian oil imports and ongoing Suez Canal diversions are extending voyage distances and tightening vessel supply. These developments provide strong support for current freight rates. However, the market faces added complexity from a substantial shadow fleet transporting sanctioned crude and products …

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Containers Lead on Efficiency: 67% of the Fleet Achieves a CII Rating of A–C

With London International Shipping Week 2025 approaching, we dive into the numbers that define today’s global shipping industry. Using VesselsValue (a Veson Nautical solution) data, we take a look at who controls the largest vessel portfolios and how the global fleet measures up against increasingly stringent environmental benchmarks. As the industry faces mounting pressure to …

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2025 Mid-Year Shipping Market Trends & Highlights

The first half of 2025 has been characterised by cautious S&P activity, which has been shaped by regulatory tightening, reduced investor sentiment, and persistent geopolitical uncertainty. Instability in the Middle East, particularly disruptions in the Red Sea, has continued to affect global trade flows and routing strategies, while renewed tariff tensions have weighed on asset …

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Shipping Market Outlook: Q3 2025 Forecast

Overview Current global economic and geopolitical landscapes are shaped by several key uncertainties. Tensions between Israel and Iran, particularly regarding the Strait of Hormuz, pose risks to regional stability and energy supply routes. Similarly, Houthi activity in the Red Sea threatens shipping through the Suez Canal. Oil sanctions continue to disrupt global energy markets, while …

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Capesize S&P Activity Drops ~48% YoY

Using VesselsValue Timeseries, we examine how historical orderbook trends have influenced time charter (TC) rates and asset values for the Capesize segment. The data visualisations underscore the importance of tracking orderbook activity as a key driver of future fleet supply. This supply, in turn, directly impacts earnings potential across the fleet. In essence, the historical …

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Is This a Good Time to Start Financing Panamax Bulkers?

VesselsValue’s Timeseries product can be used to assess when may be a good time to start financing a specific vessel type. In this instance, we’ve taken a look at the Panamax sector and have compared newbuilding orders with demolition levels alongside trends in values.   Values for Panamaxes have moved lower across most sub sectors …

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Potential US Port Fees May Disrupt Dry Bulk Trade and Vessel Availability

Recent discussions on tariffs have largely overlooked the potential implementation of the Office of the United States Trade Representative (USTR)’s port fees on Chinese-built vessels. The current US administration is considering an additional port fee for Chinese-built vessels entering US ports to curb China’s dominance in shipbuilding. This fee, which could reach up to $3.5 …

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Shipping Market Outlook: Q2 2025 Forecast

Overview Geopolitical tensions in the Middle East and the resulting rerouting have disrupted shipping markets to varying degrees. A sudden end to rerouting poses considerable downside risks for the shipping industry, while a prolonged extension could offer substantial upside potential. Sanctions contribute to this uncertain environment, where any major escalation or de-escalation could significantly affect …

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South Korea’s Orderbook Tops $138 Billion with LNG Sweeping 52%

Using VesselsValue data, we break down the South Korean orderbook by number of vessels and market value, highlighting the top five owners within the orderbook, the percentage of the fleet being ordered with dual-fuel capabilities, and the top 10 owners based in South Korea.   Within the South Korean orderbook, the LNG sector is the most …

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The GCC’s Top Shipowning & Newbuilding Trends

Using VesselsValue data, we take a look at the fleet owned by nations within the Gulf Cooperation Council (GCC), shining a spotlight on the top 10 newbuilding buyers in 2024, the most popular vessel types ordered, and the most prominent owners in the region.   Of the top owners within the GCC, taking into account both …

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