VLCC Atlantic Support vs AG Uncertainty – Since the onset of the geopolitical disruption, what initially appeared to be a short-term reaction in the VLCC market is now developing into a more meaningful shift, with a clearer divide emerging between the AG and the Atlantic.

Capesize Spot Rate Volatility Collapses to Multi-year Lows – Despite maintaining healthy absolute price levels across all asset classes, the dry bulk shipping sector, historically one of the most volatile commodity markets, is currently experiencing a significant collapse in volatility to levels not seen since 2018.