Good morning and welcome to my daily Panamax Post column.

London will be cloudy with a few showers and sunny spells, clearing by evening, 16C.

With much in the news, I wish you good fixtures and safe travels. And now for the news before the headlines.

Zim’s CEO Eli Glickman has resigned but will stay on for six months to ensure a smooth handover to his successor.

BALTIC EXCHANGE LIMITED(THE)’s drybulk freight index rose for a ninth consecutive session, surging 5.5%

Since the US Israel war on Iran began on February 28, at least six refinery fires have been reported globally, underscoring the growing energy market strain far beyond the Middle East.

Despite U.S. claims of a lockdown on Iranian shipping, sanctioned Iran-linked tankers have still transited Hormuz openly with AIS on.

Emissions rules are compelling shipowners to integrate compliance into financial and operational systems.

The Black Sea maritime landscape is bracing for a significant shift as the AD Ports Group moves to anchor its presence in Romania. This strategic expansion targets the Port of Constanța.

Leadership shift at Lightship Chartering: Sune Linné Fladberg steps down as CEO to become vice chairman, with a new chief executive joining from a competing firm: Shipping Watch

Argentina’s soybean production is forecast at 49m tonnes in 2026-27, up 1m tonnes, on slightly higher area with yields.

Beijing pressure builds: Chinese authorities have reportedly asked Maersk and MSC Mediterranean Shipping Company to halt operations at Panama terminals amid a dispute over port concessions and supply security rules: Financial Times

One Care Group is working with shipping companies to support seafarers affected by the worsening Strait of Hormuz crisis, as transit faces severe disruption.

Cash-rich liners: CMA CGM and Maersk are positioned to deploy up to $48bn in investments, with Standard Chartered noting strong balance sheets despite geopolitical and market pressures.

Bennu Climate and lomarlabs say they have launched the world’s first extended at-sea trial of a system that removes methane during normal ship operations.

Since the beginning of the Iran war, global seaborne crude oil shipments have fallen 16% compared to the first nine weeks of 2026.

ESTA president Fabio Belli says Europe’s heavy transport and lifting sector has progressed, but major work still remains as EU reforms move closer: Project Cargo Journal

Adrian Tolson says disruption in the Strait of Hormuz could reshape marine fuel supply and demand well beyond the immediate volatility.

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