(published on Substack on 27 Feb 2026) Business overview Maersk A/S is a publicly listed Danish company which deploys container vessels (Ocean segment), operates terminals (Terminals segment), manages warehouses and provides services (Logistics & Services segment): Source: A.P. Møller - Mærsk A/S The company has been investing heavily
What shall we expect based on fundamental factors? (published on Substack on 24 Feb 2026) In today’s post, we shall discuss the container sector of the shipping industry and its outlook for 2026. The subject sector of the shipping industry is very cyclical, and it has its booms and
(published on Substack on 20 Feb 2026) Business overview Diana Shipping Inc. is a publicly listed company engaged in the global transportation of dry bulk commodities. They own dry bulk carriers and make a profit by leasing them to commodity traders, miners and industrial customers. Source: Diana Shipping Inc. Diana
(published on Substack on 17 Feb 2026) Business overview DHT Holdings Inc. owns 26 tankers (VLCC – Very Large Crude Carrier (around 200,000-320,000 metric tons)) and operates worldwide. They transport crude oil from the port of loading to the port of discharge and are paid for this service.
(published on Substack on 13 Feb 2026) As mentioned in one of my previous posts, there are a few sectors in the shipping industry. In today’s post, we will focus on tankers and their outlook for 2026. It is very important to stress that the subject sector is sensitive
(published on Substack on 10 Feb 2026) Overview The company owns 21 bulk carriers (19 Capesize and 2 Newcastlemax, around 211,000-220,000 metric tons) and operates worldwide. So we can say they are mostly Capesize players. The average year of their fleet is 2012, i.e. 14 years
(published on Substack on 6 Feb 2026) The shipping industry has a few sectors that are engaged in transport: tanker, dry bulk, container, gas (LNG and LPG) and industrial (such as car carriers, chemical, etc.). In this post, we will focus on the dry bulk sector and its potential for