Oct 16, 2025 • Finimize
NEUTRAL
Freight Rates On The Rise As Port Fees Shake Up Shipping - Finimize
Freight rates are increasing, with the Baltic Exchange index climbing due to new port fees from the US and China, alongside tightening vessel supply. This surge in shipping costs is causing a ripple effect across global shipping routes, impacting ocean shipping firms with higher operational expenses. The elevated freight rates are expected to continue, influencing supply chain strategies and potentially benefiting shipping stocks, while also signaling shifts in global trade dynamics.
Oct 12, 2025 • Finimize
NEUTRAL
Freight Rates Climb As China Hits Back With Port Fees
Freight rates are increasing as China retaliates against new US port fees by imposing its own charges on American-linked ships. This has driven the Baltic sea freight index and capesize vessel earnings to multi-week highs, sparking concerns about higher costs and increased volatility in commodity prices and global trade. The geopolitical friction between the two economic powers is forcing supply chains to adapt and redrawing the shipping map.
Sep 03, 2025 • Simply Wall Street
SOMEWHAT-BEARISH
Golden Ocean Group (GOGL) Exits Russell Indices Will Index Removal Reshape Its Investment Appeal?
Golden Ocean Group (GOGL) was removed from several Russell equity indices in August 2025, a move attributed to its finalized acquisition by Cmb.Tech NV and impending exchange delisting. This exit is expected to influence the company's market presence and liquidity, aligning with its evolving ownership and public listing status. While the index removal highlights structural changes, the primary investment risk remains the volatility in freight rates and profitability pressures due to market conditions.
Aug 20, 2025 • Dry Bulk
BULLISH
CMB.TECH completes merger with Golden Ocean
CMB.TECH has successfully completed its stock-for-stock merger with Golden Ocean Group Limited after shareholders approved the deal. This merger creates one of the world's largest diversified listed maritime groups with a combined fleet of around 250 vessels, including over 80 hydrogen and ammonia-ready ships, and a fair market value of approximately US$11.1 billion. The newly issued CMB.TECH shares will begin trading on Euronext Brussels, the New York Stock Exchange, and Euronext Oslo under the ticker symbol "CMBTO" starting today.
Aug 20, 2025 • Marine Insight
BULLISH
Golden Ocean & CMB.TECH Merge To Create One Of World’s Largest Maritime Groups
CMB.TECH NV has completed its stock-for-stock merger with Golden Ocean Group Limited, forming one of the world's largest diversified listed maritime companies. The merger, strongly supported by Golden Ocean shareholders, involved the issuance of 95,952,934 new CMB.TECH shares, which commenced trading today on Euronext Brussels, NYSE, and Euronext Oslo. The newly merged entity now operates a fleet of approximately 250 vessels, valued at USD 11.1 billion, including a significant number designed for low-carbon fuels.
Aug 20, 2025 • Yahoo Finance
NEUTRAL
PRESS RELEASE: CMB.TECH completes merger with Golden Ocean
CMB.TECH has successfully completed its stock-for-stock merger with Golden Ocean Group Limited. The merger creates one of the world's largest diversified listed maritime groups with a fleet of around 250 vessels and a fair market value of approximately USD 11.1 billion. CMB.TECH shares will begin trading on Euronext Brussels, NYSE, and Euronext Oslo today, with Golden Ocean shareholders receiving CMB.TECH shares at an exchange ratio of 0.95 shares for each common share of Golden Ocean.