The Real Secret of Shipping Success Isn't Operating Ships
‘I sell when I hear the violin. I buy when I hear the gun.’- Philippe Louis Dreyfus
open.substack.com/pub/jayend…
Drewry Maritime Equity Indices - 02 June 2026
For the week ending 29 May 2026, Drewry's Equity Indices delivered mixed returns. Broader market was largely up with S&P 500 and Russell 2000 rising 1.4% and 1.7%, respectively. Read more at:
drewry.co.uk/financial-insig…
The Energy Transition is Rewriting Shipping
In a decarbonising world, a traditional fleet is just a portfolio of stranded assets waiting to happen. The transition is moving—are you on board or underwater? Full article on Substack: substack.com/@jayendukrishna…
Geopolitical uncertainties abound, yet preferential and free trade (FTA) deals continue to be signed. Recent trade deals concluded or in the process of being concluded involve economies that together account for over 50% of global GDP. ......
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Death of a shipowner: If you’re looking for a murder mystery set in the ship finance world, Death of a Shipowner is a go-to
novel. The novel makes shipping feel like a blood sport. Wonder if it was really so in the 1980s. Did
the debt crisis, glob......
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Hapag Lloyd 1Q26 Results - Key Takeaways
Container shipping earnings season continues with HLAG reporting an operating loss for 1Q26, driven by lower revenue and rising costs. Read on for more details at: drewry.co.uk/financial-insig…
Drewry Maritime Equity Indices - 12 May 2026
For the week ending 8 May 2026, Drewry's Equity Indices were broadly on an upward trend. Infrastructure-related indices surged, except for the Logistics Index, while bulk shipping indices also trended upward.
drewry.co.uk/financial-insig…
Drewry's World Container Index (WCI) increased 3% to $2,286 per 40ft container after three consecutive weekly declines, driven by higher freight rates on Transpacific and Asia–Europe trade lanes. View our detailed assessment at:
drewry.co.uk/supply-chain-ad…#containers#shipping
Regionalisation of container shipping? With the advent of AI and falling cost of Robotics, it seems to me that the manpower heavy industries may relocate closer to the consumption centres in not so distant future. open.substack.com/pub/jayend…