v3.26.1
Debt
6 Months Ended
Jun. 30, 2026
Debt Disclosure [Abstract]  
Debt Debt
As of June 30, 2026 and December 31, 2025, the Company’s outstanding long-term debt consists of the following:

June 30, 2026December 31, 2025
Interest Rate (%) (1)
Maturity Date
Bulk Nordic Odyssey (MI) Corp., Bulk Nordic Orion (MI) Corp. Senior Secured Term Loan Facility (2) (3)
$7,554 $8,575 2.95 %December 2027
Bulk Nordic Oshima (MI) Corp., Bulk Nordic Odin (MI) Corp., Bulk Nordic Olympic (MI) Corp., Bulk Nordic Oasis (MI) Corp. Secured Term Loan Facility (2) (3)
27,800 30,200 3.38 %March 2027
$50 million Senior Secured Term Loan Facility - Dated August 14, 2024 (4)
39,898 42,254 6.35 %May 2029
Bulk Valor Corp. Loan and Security Agreement (2)
6,548 7,280 3.29 %June 2028
Bulk Promise Corp. (2)
6,225 6,917 5.45 %October 2027
Bulk Sachuest (2)
5,598 6,052 6.19 %October 2029
Bulk Prudence12,771 13,465 5.53 %July 2029
Pangaea Texas, LLC (2)
591 691 1.74 %November 2029
Pangaea Baltimore, LLC (2)
132 — — %February 2030
Pangaea Florida, LLC (2)
658 — 4.15 %May 2031
Total$107,774 $115,434 
Less: unamortized issuance costs(1,078)(1,366)
$106,697 $114,067 
Less: current portion(40,155)(16,910)
Secured long-term debt, net$66,542 $97,157 
(1)As of June 30, 2026.
(2)Interest rates on the loan facilities are fixed.
(3)The borrower under this facility is NBHC. The Company has two-thirds ownership interest and an independent third party has one-third ownership interest in NBHC. NBHC is consolidated in accordance with ASC 810-10 and as such, amounts pertaining to the non-controlling ownership held by the third parties in the financial position of NBHC are reported as non-controlling interest in the accompanying balance sheets.
(4)This facility is secured by the vessels m/v Bulk Endurance, m/v Bulk Brenton, and Bulk Patience, and is guaranteed by the Company.

$0.1 million Equipment Financing Arrangement

On February 6, 2026, Pangaea Baltimore LLC, a wholly-owned subsidiary of the Company, entered into a $0.1 million equipment financing arrangement with Wells Fargo Vendor Financial Services, LLC in connection with the purchase of a 2026 Bobcat T86 compact track loader. The total amount financed under the agreement was $144, inclusive of fees. The financing arrangement does not bear stated interest and is payable in 48 equal monthly installments of approximately $3, with a final maturity date in 2030. The obligations are secured by the financed equipment and are subject to customary events of default and acceleration provisions.
$0.7 million Equipment Financing Arrangement
On May 1, 2026, Pangaea Florida LLC, a wholly-owned subsidiary of the Company, entered into equipment financing arrangements totaling approximately $0.7 million for the purchase of two 2026 Caterpillar 938 wheel loaders. The arrangements bear interest at 4.15% and are payable in 60 equal monthly installments. The obligations are secured by the financed equipment. Each arrangement financed approximately $0.3 million, for a combined amount of approximately $0.7 million.
The future minimum payments under the debt agreements are as follows:
Years ending December 31,
2026 (remainder of the year)$11,202 
202750,710 
202814,668 
202942,286 
2030154 
Thereafter62 
119,082 
Less: Amount representing interest(11,308)
107,774 
Less: Unamortized Debt Issuance Costs(1,078)
106,697 
Less: current portion(40,155)
Secured long-term debt, net$66,542 
Financial Covenants

All the loan terms and key financial covenants for all outstanding debt as of December 31, 2025, remain unchanged as of June 30, 2026. Under the Company's respective debt agreements, the Company is required to comply with certain financial covenants, including to maintain minimum liquidity and a collateral maintenance ratio clause, which requires the aggregate fair market value of the vessels plus the net realizable value of any additional collateral provided, to remain above defined ratios and to maintain positive working capital. The Company was in compliance with all applicable financial covenants as of June 30, 2026 and December 31, 2025.

Financing Obligations Recognized in Failed Sale Leaseback Transactions
The following vessels were acquired through failed sale-leaseback transactions and are accounted for as financing obligations. These transactions do not qualify as leases under ASC 842 because the Company retains control of the vessels and is contractually obligated to repurchase them.

As of June 30, 2026 and December 31, 2025, the Company’s financing obligation consists of the following:
June 30, 2026December 31, 2025
Interest Rate (%) (1)
Maturity Date
Bulk Spirit Ltd.$4,635 $5,206 6.13 %February 2027
Bulk Friendship Corp. - Bareboat Charter Party dated September 30, 20246,900 7,2006.22 %August 2029
Bulk Nordic Seven LLC (3)
24,199 25,0927.06 %May 2036
Bulk Nordic Eight LLC (3)
24,191 25,0857.06 %June 2036
Bulk Nordic Nine LLC (3)
24,432 25,300 7.06 %September 2036
Bulk Nordic Ten LLC (3)
24,565 25,4337.06 %November 2036
Bulk Courageous Corp. (2)
6,000 6,6003.93 %April 2028
Phoenix Bulk 25 Corp. (2)
7,897 8,7694.67 %February 2029
Bulk Independence6,250 7,0006.19 %December 2028
Bulk Pride6,250 7,0006.19 %December 2028
Tripartite Agreement (m/v Strategic Alliance, m/v Strategic Synergy, Strategic Unity) (2)
26,607 27,9525.52 %June 2029
SBC Equity Pte. Ltd.9,021 9,4955.62 %August 2031
SBC Explorer LLC7,479 8,2085.62 %March 2030
RHI Fortitude Pte. Ltd.8,800 9,4005.64 %January 2031
SBC Harmony Pte. Ltd.8,800 9,5205.74 %August 2031
RHI Savannah Pte. Ltd.7,770 8,3105.58 %September 2029
RHI Tenacity Pte. Ltd. (2)
7,945 8,4422.31 %April 2027
SBC Venture Pte. Ltd.7,399 8,007 5.75 %July 2031
SBC Spirit Pte. Ltd.7,955 8,525 5.57 %July 2032
SBC Vision Pte. Ltd.8,190 8,730 5.58 %June 2030
Operating Leases:
Other (4)
$353 $369 
Total$235,638 $249,642 
Less: unamortized issuance costs, net(1,757)(1,972)
233,881247,670
Less: current portion(38,521)(27,896)
Financing Obligations, net$195,360 $219,774 
(1)As of June 30, 2026 including the effect of interest rate cap if any.
(2)Interest rates on the loan facilities are fixed.
(3)The Company entered into an interest rate cap on a portion of these facilities effective through the fourth quarter 2026, which caps the SOFR at 3.51%.
(4)The Company entered into a 10-year ground lease agreement with the Tampa Port Authority, commencing on April 22, 2024.

All the obligation terms and financial covenants for all outstanding financing obligations as of December 31, 2025, remain unchanged as of June 30, 2026. The Company was in compliance with all financial covenants as of June 30, 2026 and December 31, 2025. All outstanding financing obligations are secured by the respective underlying assets.

Year ending December 31,
2026 (remainder of the year)$21,285 
202750,628 
202845,744 
202958,329 
203028,218 
Thereafter94,423 
Total minimum payments298,627 
Less: Amount representing interest(62,989)
Present value of minimum payments235,638 
Less: Issuance costs(1,757)
Present value of minimum payments, net233,881 
Less: Current portion of financing obligations(38,521)
Non-current portion of financing obligations$195,360