Shipping market overview
Key indicators across supply, demand, and pricing, tracked across dry bulk, tanker, and container markets.
Market segment performance
Track relative performance across key shipping segments (container, tanker, and dry bulk) over the trailing twelve months.
Segment excess returns
Return in excess of a shipping-composite benchmark, quarterly.
Aggregate market capitalization
Aggregate segment market capitalization, USD bn, at each quarter end. Container tracks the left axis; tanker and dry bulk track the right axis.
Investment landscape as of August 2026
Where each segment sits today, sized by year-to-date equity return. Click a bubble to open the segment.
Bubble size scales with year-to-date equity return. Fleet balance reflects orderbook vs demand; investment opportunity reflects valuation, balance-sheet quality, and capital-return discipline. Informational only, not investment advice.
TCE tracker — dry bulk owners
Latest reported time-charter equivalent per firm.
| Firm | Latest TCE (Q1 2026) | Quarter on quarter | Year on year |
|---|---|---|---|
TCE compositeMedian across the Core dry bulk universe | — | -3.6% | +48.7% |
KCCKlaveness Combination Carriers | $33,432/day | +14.0% | +49.2% |
HSHPHimalaya Shipping | $32,300/day | +11.9% | +53.1% |
20202020 Bulkers | $26,700/day | -32.1% | +40.5% |
SHIPSeanergy Maritime | $24,219/day | -9.0% | +80.7% |
GNKGenco Shipping | $19,346/day | -3.6% | +62.8% |
* Composite is a median-based aggregate across the Core dry bulk universe. Landing view shows the top-5 firms by latest TCE — the full list is on the /analytics/tce page.
See the full firm overviewThe material on this site is published for information purposes only. It does not constitute investment, legal, tax or accounting advice, nor a recommendation to buy or sell any security. Figures are drawn from public filings and third-party feeds and may contain errors or omissions. Tidewake makes no warranty as to the accuracy or completeness of the information and accepts no liability for any loss or damage arising from reliance on it. Readers should conduct their own due diligence before acting on anything they find here.