CRUDE OIL INVENTORIES EXPECTED TO RISE THIS WINTER
BULKER AND TANKER STOCKS HOLD FIRM

Shipping M&A has been relatively subdued in 2025 compared to previous years, but is still rather active when looked at on a greater scale. Companies: CoolCo , Eastern Pacific Shipping, ZIM, Golar LNG , Gram Car Carriers, Evercore, Latham & Watkins , Crédit Agricole , Skadden, Arps, Slate, Meagher & Flom , Clarksons Research,

Recently, many of the new public listings in shipping have been spin-offs as IPOs and have struggled to gain a lot of traction in recent years – at least in those markets like the U.S. and Norway. Companies: Asyad Shipping, Bruton Limited, Andes Tankers II , Magni Partners, 2020 Bulkers, Himalaya Shipping, Ardmore

Recently we have observed a wave of transactions in the gas sector, more specifically numerous new M&A transactions all involving pools of capital like private equity. Companies: Altera Infrastructure, Brookfield, Angelicoussis Group , Carlyle, Akin, Kirkland & Ellis , Apollo, Hav Energy, KKR/Ocean Yield , CapeOmega, Energos

LNG has been a hot topic for discussion this year, whether through various bilateral trade deals, or strategic investments involving both new and old companies in the shipping sector. Companies: Wärtsilä, DHT, International Seaways’ , MSC, Hapag-Lloyd , DNV, MAN Energy Solutions, S&P Global , TOTE Maritime, Galveston Port LNG Project, Pilot LNG, Seapath Group, Libra Group

VLCC SPOT RATES SURGE – WHAT DOES IT MEAN FOR TANKER COMPANIES’ EARNINGS?
SHIPPING MARKETS IN HIGH SPIRITS

If the recent legacy of large-scale institutional capital (such as private equity firms) investing into shipping markets is one of short-term union, then there is no better contrast to these firms than family businesses. Companies: Altera Infrastructure, Teekay Offshore, Brookfield, Altera Shuttle Tankers, Angelicoussis Group, Maersk Tankers , A.P. Moller Holdings, Penfield Marine, Saltchuk, Overseas Shipholding Group , MSC, Gram Car Carriers , Fairfield Maxwell, Fairfield Chemical Tankers , MOL, Louis Dreyfus Armateurs, InfraVia Capital Partners.

The story over the past decade and a half in shipping loan portfolios has been more about retraction of traditional lenders than it has been new entrants. Company: Macquarie

One of the dominant themes in the maritime industry this year is the increased attention on U.S. shipbuilding, and shipping industries. Companies: Hanwha , Philly Shipyard , HD Hyundai, HD Hyundai Mipo, Cerberus, Huntington Ingalls Industries

It is no secret that take-private transactions, and M&A in general, have been one of our hottest topics over the past few years. Companies: OSG, Gram Car Carriers , MSC, Zim, Ocean Network Express

CRUDE TANKER MARKETS ARE HEATING UP
MOST SHIPPING SECTORS EXTEND WINNING STREAK

No one can stay away from the Nordic bond markets this year. Between first-time issuers and stand-out margins, the deck is stacked with accomplishments, and adding to them is now International Seaways with an extremely strong inaugural issuance. Companies: International Seaways , DNB Carnegie, Nordea, Arctic Securities, SEB, Crédit Agricole, Clarksons Securities, Fearnley Securities , K-SURE, SFL, Ocean Yield