Maritime Markets & Geopolitics Briefing 2026

• How conflicts, trade policy shifts, and strategic chokepoints are redefining the global operating environment for shipping.
• The broader outlook for growth, energy prices, interest rates, and financial conditions shaping demand and cost pressures.

Identifying the current geopolitical landscape and challenges affecting maritime trade flows, energy markets and commodities.

Explore the integration of company entity networks utilizing the newly released CapIQ Maritime ID Linkages, enhanced tracking capabilities through RF and satellite position verification, and the strategic combination of additional geospatial assets such as OceanIQ to deliver comprehensive maritime intelligence solutions.

While geopolitical tensions and shifting trade policies have captured much of the recent attention, they are only part of the story shaping container freight markets. This session will explore how these developments—alongside evolving trade flows, fleet capacity dynamics, congestion, and supply chain adjustments—are influencing the balance between supply, demand, and freight rates, and what strategies companies may need to adopt in response.

Amid escalating geopolitical tensions and shifting trade routes, the tanker freight market faces unprecedented volatility. This session explores how market players are navigating disruption, where Asia is sourcing alternative oil supplies, and what new opportunities and risks lie ahead. Join our speakers as they share insights on the evolving landscape and strategies for resilience in today’s dynamic environment.

Where's the dry bulk market heading to in the times of global geopolitical turmoils, changing trade flows and slowing chinese demand. Speakers will present on challenges, opportunities and direction the dry bulk markets will head into the medium term.

Shipping decarbonisation is entering a critical test phase as global ambition increasingly outpaces near‑term policy delivery. With the IMO’s NZF stalling, attention is shifting toward regional measures. FuelEU Maritime is therefore emerging as a practical test case for CO₂ abatement economics, alternative fuel viability, and operational readiness. In this environment, decarbonisation is a live commercial challenge shaping fuel choices, compliance strategies, and cost exposure.