Transportation Perspectives - 25 June
Key Takeaways: Despite little progress in a U.S.-Iran framework for a peace deal or an agreement itself, vessel transits are picking up in the Strait of Hormuz (SOH). On Wednesday morning, Kpler reported 31 verified vessel transits of the SOH in a positive sign of increased activity in t...
Transportation Perspectives - 16 June
Key Takeaways: Peace at last in the Persian Gulf? Over the weekend, the U.S. announced and Iranian officials confirmed a peace agreement, with formal ratification set for Geneva on 19 June. The announcement means the Strait of Hormuz is set to reopen fully and toll-free within 30 days.&n...
Transportation Perspectives - 11 June
Vessel supplies in the tanker sector are tightening as vessels are “disappearing” from the position list. There is some indication that the position list on both sides of the Suez is “wanting” right now and many are expecting an uptick in rates. There is an odd lack of t...
Transportation Perspectives - 4 June
Key Takeaways: The situation in the Persian Gulf is unchanged with any ceasefire still subject to interruptions from both U.S. and Iranian attacks. The Strait of Hormuz remains effectively closed, though somme vessels are still sneaking out after turning off their AIS. The U.S. fired a H...
Transportation Perspectives - 28 May
Dry bulk markets are steady/firmer this week with Capes leading the rally and, on the other end of the vessel size spectrum, strong grain demand supporting Handysize vessels too. Capesize rates soared again this week on strong Australian miner buying that stemmed from accelerated Chinese...
Transportation Perspectives - 21 May
Dry bulk markets were volatile but ultimately steady this week with notable differences in rate developments across vessel classes. The Capesize sector, which led the recent rally in freight rates with its dramatic surge, pulled back slightly amid more cautious chartering activity, partic...
Transportation Perspectives - May 14
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscribe online after this date to...
Transportation Perspectives - 7 May
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscribe o...
Transportation Perspectives - 30 April
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscr...
Transportation Perspectives - 23 April
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscr...
Transportation Perspectives - 16 April
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscr...
Transportation Perspectives - 10 April
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscribe online after this date to...
Transportation Perspectives - 25 June
Key Takeaways: Despite little progress in a U.S.-Iran framework for a peace deal or an agreement itself, vessel transits are picking up in the Strait of Hormuz (SOH). On Wednesday morning, Kpler reported 31 verified vessel transits of the SOH in a positive sign of increased activity in t...
Transportation Perspectives - 16 June
Key Takeaways: Peace at last in the Persian Gulf? Over the weekend, the U.S. announced and Iranian officials confirmed a peace agreement, with formal ratification set for Geneva on 19 June. The announcement means the Strait of Hormuz is set to reopen fully and toll-free within 30 days.&n...
Transportation Perspectives - 11 June
Vessel supplies in the tanker sector are tightening as vessels are “disappearing” from the position list. There is some indication that the position list on both sides of the Suez is “wanting” right now and many are expecting an uptick in rates. There is an odd lack of t...
Transportation Perspectives - 4 June
Key Takeaways: The situation in the Persian Gulf is unchanged with any ceasefire still subject to interruptions from both U.S. and Iranian attacks. The Strait of Hormuz remains effectively closed, though somme vessels are still sneaking out after turning off their AIS. The U.S. fired a H...
Transportation Perspectives - 28 May
Dry bulk markets are steady/firmer this week with Capes leading the rally and, on the other end of the vessel size spectrum, strong grain demand supporting Handysize vessels too. Capesize rates soared again this week on strong Australian miner buying that stemmed from accelerated Chinese...
Transportation Perspectives - 21 May
Dry bulk markets were volatile but ultimately steady this week with notable differences in rate developments across vessel classes. The Capesize sector, which led the recent rally in freight rates with its dramatic surge, pulled back slightly amid more cautious chartering activity, partic...
Transportation Perspectives - May 14
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscribe online after this date to...
Transportation Perspectives - 7 May
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscribe o...
Transportation Perspectives - 30 April
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscr...
Transportation Perspectives - 23 April
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscr...
Transportation Perspectives - 16 April
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscr...
Transportation Perspectives - 10 April
WPI has officially launched Transportation Perspectives as a standalone weekly report separate from our Ag Perspectives articles and analysis. Current Ag Perspectives subscribers will have gratis access to the report through 16 April 2026. Please email us or subscribe online after this date to...