Drewry Reports Strong Shipping Equity Performance for Early August

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  • Global shipping equity indices posted broad gains for the week ending August 8, 2025, led by LPG shipping with a 9.8% rise.
  • Ports and container shipping benefited from stronger forecasts and trade growth, while transpacific freight rates continued to ease.
  • Dry bulk and tanker segments advanced on firmer spot and time-charter rates, with crude tankers up 17.5% year-to-date.
  • LNG shipping recorded modest weekly growth, while LPG shipping continued its strong year-to-date outperformance at 24.2%.

Global shipping markets posted broad gains across multiple segments for the week ending August 8, 2025, with indices tracking ports, container lines, bulk carriers, and tanker operators all moving higher. Performance was driven by stronger spot rates, positive trade data, and improved investor sentiment. LPG shipping led the weekly surge, while LNG shipping recorded more modest growth. On a year-to-date basis, most segments continue to outperform major equity benchmarks, according to Drewry. 

Ports and Container Shipping

The Drewry Port Equity Index rose 5.2% week-on-week, rebounding from the previous week’s losses. Global Terminal Operators outperformed Regional Terminal Operators, with gains of 5.1% and 2.7%, respectively. ICTSI led the weekly growth at 8.9%, followed by Liaoning Port at 6.1% and CM Ports at 4.9%. All listed operators recorded gains, with the smallest increase from Hamburger Hafen und Logistik AG at 0.5%. Year-to-date, the index is up 14.3%.

In container shipping, the Drewry Container Equity Index climbed 3.9%, beating the S&P 500’s 2.4% rise over the same period. The increase followed Maersk’s upward revision of its global container volume forecast and China’s 7.2% year-on-year export growth in July. However, the Drewry World Container Index slipped 3.0% as transpacific freight rates continued to decline. On a year-to-date basis, the container index is up 11.9%.

Bulk and Tanker Shipping

The Drewry Dry Bulk Equity Index gained 2.7% over the week, supported by higher time-charter equivalent rates, bringing its year-to-date rise to 15.5%.

In crude tankers, the index advanced 1.4% as VLCC and Suezmax spot rates strengthened, extending its year-to-date growth to 17.5%. Product tankers saw a 2.6% weekly gain on higher spot rates, though the segment remains down 0.1% for the year amid weaker company performance earlier in 2025.

Gas Shipping

LNG shipping recorded a 0.6% increase, with mixed performance among operators—Flex LNG gained 1.3%, while Golar LNG and Nakilat posted marginal declines. The segment is up 8.7% year-to-date, helped by a strong rise in Nakilat’s share price.

LPG shipping delivered the strongest weekly result, with the index jumping 9.8% on higher Very Large Gas Carrier spot rates. Year-to-date, LPG shipping has surged 24.2%, sharply outperforming the Russell 2000, which is down 0.5% over the same period.

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Source: Drewry