- Port and terminal equities posted solid gains, led by Global Terminal Operators rising 4.1% in a strong week for the sector.
- Container shipping saw a slight decline due to falling transpacific freight rates, though it remains positive year-to-date.
- Crude and LPG shipping led the weekly and YTD performance, driven by strong spot rates and geopolitical trade dynamics.
- Dry bulk and product tanker sectors also recorded weekly gains, while LNG shipping showed a minor dip despite overall 2025 growth.
For the week ending July 11, 2025, most Drewry Equity Indices posted gains, with the exception of the Container and LNG sectors, which slipped by 0.3% and 0.9% respectively. The LPG shipping segment led the week with a 7.1% increase, driven by firm VLGC charter rates, while product tanker stocks rose 5.5% amid escalating tensions in the Red Sea. On a year-to-date basis, crude tanker equities remain the strongest performers, while product tankers are the only segment in decline. This data comes from the latest analysis by Drewry Shipping.
Shipping Equity Trends Across Segments
During the week ending July 11, 2025, shipping equities showed varied performance across segments, with notable gains in several indices. The Drewry Port Equity Index posted a 3.4% weekly increase, driven by strong momentum in Global Terminal Operators, which rose 4.1%, while Regional Terminal Operators advanced 1.9%. Year-to-date, the overall port index is up 8.1%, led by a robust 11.3% rise in regional operators.
In contrast, the Drewry Container Shipping Equity Index edged down by 0.3%, reflecting continued pressure from falling transpacific freight rates, although Asia–Europe rates remained steady. The World Container Index dropped 5% during the week. Despite this, the container index remains up 9.1% for the year.
Dry bulk shipping equities gained 4.7%, supported by strong performances from DS Norden and Golden Ocean. On a yearly basis, the segment has increased by 12.2%, clearly outperforming broader market benchmarks.
The crude tanker sector also performed well, rising 4.3% during the week, driven by improving VLCC spot rates and policy stability in the U.S. Year-to-date, this index leads all segments with a 17.5% gain, underpinned by geopolitical tensions that continue to support long-haul trade activity.
Product tanker stocks rose 5.5%, benefiting from elevated risk in the Red Sea region. However, the sector remains 4.1% lower year-to-date due to weak company performance and softer spot rates.
LNG shipping equities slipped 0.9% for the week, affected by subdued spot market activity. Still, the index has grown 7.9% in 2025, supported by gains in Nakilat’s stock.
The strongest performer this week was the LPG shipping sector, with a 7.1% gain thanks to firm TCE rates for VLGCs. This brings its year-to-date performance to 15.4%, second only to crude tankers.
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Source: Drewry Shipping
