GMS Weekly – Week 29 Recap: Slowdown Surprise, LNG Action, and Pakistan Pushes Ahead

In this episode of GMS Weekly, hosts Henning and Ingrid chart another week of volatility in global ship recycling. From rising inflation to stalled tonnage flows, the sector continues to navigate unpredictable waters under pressure from geopolitics, monsoons, and evolving HKC regulations.

We cover:

• Global Headwinds: Inflation ticks up, oil slides, and the Baltic Dry Index hits a 10-month high

• Regional Shake-Up: Pakistan leads pricing tables with new bulkers incoming; India holds firm with 100+ certified yards and fresh LNG tonnage; Bangladesh shows activity but struggles with documentation delays

• Turkey’s Retreat: The Lira freefalls past 40.40 while Aliaga ends the week empty-handed

Also in focus:

• Impact of Red Sea disruptions on container recycling

• Ongoing tariff threats and how they’re reshaping trading behavior

• Delivery delays and buyer sentiment shifts under HKC compliance hurdles

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