Bunker Price Sensitivity Guide: Fuel Cost To TCE
When fuel jumps, voyage cash flow moves faster than schedules do. This guide tees up the exact levers that matter before you touch a calculator. what to watch in bunker curves, how each $10/mt...
Diesel Curbs, Output Shifts, and LNG Demand Slump: Maritime Bottom-line News (9/29/25)
In an era of growing disruption, a handful of developments truly change the profit equations for shipping stakeholders. From Russia’s diesel export curbs and an OPEC+ supply shift to China’s prolonged LNG import slump...
Another Turn of the Tap Signals OPEC+ November Output Increase
OPEC+ is widely expected to approve another production hike for November, with multiple reports pointing to a quota lift of at least ~137,000 barrels per day, building on earlier additions since the spring. Oil...
Diesel Restrictions: Russia’s Reseller Ban Rewires Parts of the Clean Products Map
Russia has imposed a partial ban on diesel exports through year-end that targets non-producer “reseller” companies, while extending gasoline curbs over the same period. Producer-controlled exports, especially pipeline flows to Baltic and Black Sea...
10 Hidden Voyage Killers
Small misses stack into big money. Across a 30–40 day voyage, a few hours of queueing, a missed tide, or a slow shift at the berth quietly eats 5–15% of TCE. This series spotlights...
Nuclear Powered Ships Made Simple: 2025 Update
Nuclear powered ships use a compact reactor to make heat, which makes steam, which turns turbines for propulsion and electricity. The core idea is simple: a lot of energy from a small amount of...
Freight, Force & Fleet: Maritime Bottom-line News (9/26/25)
In an era of growing disruption, only a handful of developments truly change the profit equations for shipping stakeholders. From collapsing box rates to geopolitical shocks in the Black Sea, these are the top...
Container Revenues Under Pressure: Box Rates Slide to Post–Red Sea Lows
In an era of growing disruption, only a handful of developments truly change the profit equations for shipping stakeholders. From a 15-week run of declines in spot box rates to route-specific lows on Asia–Europe...
Kansarmax vs Panamax – who wins in 2026?
The workhorses of mid-size dry bulk, Panamax and Kamsarmax, sit at the crossroads of grains, coal and bauxite. Specs look similar on paper, but tiny constraints (beam, draft, LOA) determine where they can load,...
Coal Slows Again: Back-to-Back Trade Declines Reshape Dry Bulk Earnings
Multiple forecasters now point to a rare consecutive drop in seaborne coal volumes in 2025 and 2026. Power demand normalization, higher hydro and gas availability in some regions, policy constraints in OECD markets, and...
Fragile Seas, Hard Costs as UNCTAD Flags a 2025 Shipping Slowdown
UN trade analysts see seaborne volumes barely edging forward in 2025 while costs stay elevated and routes stay long. Red Sea diversions, war-risk overlays, tariff noise, and tighter finance keep pressure on margins even...
India’s $8B Shipbuilding Push Rewires the Orderbook Math
New Delhi has approved a ₹69,725 crore (≈$8B) package to accelerate shipbuilding, long-term maritime finance, and yard capacity, extending build subsidies, creating a sector-specific fund, and targeting multi-million GT of added capacity. The move...
Trending Up ⬆️ Cargo Radar: 8 Bulk Commodities Driving Ton Miles Right Now
Bulk demand is shifting fast this week, and the winners will be the owners who spot where cargo is tightening before the fixtures print. This report distills the eight cargoes pulling the most ton-miles...
Aluminum Appetite Lifts the Seas: China’s Bauxite Pull Reshapes Bulk Earnings
China’s run of heavy bauxite buying is lengthening voyages from West Africa and Southeast Asia, pulling more kamsarmaxes and capesizes into multi-week round trips. The effect shows up quickly in utilization, ballast patterns, and...
Freight Whiplash & Supply Shifts: Maritime Bottom-line News (9/24/2025)
A flurry of signals is reshaping near-term maritime earnings across tankers, containers, LNG, bulk, and yards. Russia’s potential diesel export curbs and revived Arctic LNG flows tweak cargo availability and compliance costs, while transpac...
12 Current Fuel Insights That Boost TCE
Bunkers decide margin when the market runs hot, and today they are the fastest lever you control. This report turns fuel into action: read the Hi5 at the four key hubs, match the right...
Capacity Wave Meets Soft Demand: Ports Brace for the Biggest Expansion Since the GFC
Global container handling capacity is projected to rise about 4.8% (≈64 million TEU) in 2025, the largest annual addition in absolute terms since the global financial crisis, driven by expansions and M&A among major...
Oversupplied LNG Fleet Could Face $48B Value Hit by 2035
A fresh analysis presented during New York Climate Week flags about $48 billion of LNG carrier investments that could be impaired by 2035 if fleet growth keeps outpacing trade under climate-aligned demand paths. The...
Court Clears the Blades for Revolution Wind as VLCCs Hold Firm
A U.S. federal judge granted a preliminary injunction that lifts the Trump administration’s August stop-work order on Ørsted’s Revolution Wind project off Rhode Island, allowing construction to resume on a build that is reported...
Red Sea and Hormuz Premiums: the real go/no-go line
VLCC rates are hot and routing choices now decide margin. This morning’s report gives shipowners a clear line between Suez with premiums and Cape without, then shows exactly how war risk, canal fees, bunkers,...
VLCC Momentum Returns as Lists Tighten and Middle East Liftings Rise
Benchmark crude routes have broken higher, with the VLCC-led rally pushing the ClarkSea Index to a two-year peak. The TD3C Middle East to China lane printed around W108, roughly the strongest since late 2022,...
Europe Pulls the Plug Faster on Russian LNG: Longer Hauls, New Winners, Real Costs
Brussels is moving to bring forward a full ban on Russian LNG, with proposals pointing to January 1, 2027 instead of a later end-2027 sunset. The shift would force Europe to lean harder on...
Shipping Rates, Reroutes and Risk: Maritime Bottom-line News (9/22/2025)
Over the past48 hours, crude markets and policy signals lined up to shift cash flows fast: VLCC benchmarks have driven the ClarkSea Index to a two-year high; Brussels is racing up its proposed timetable...
12 Daily Signals Driving VLCC Profit Today
VLCC rates are jumping and minutes matter. This report gives shipowners and operators a fast morning read that turns volatility into clear actions. Start with the TD3C print, then scan the 12 daily signals...
Policy Shocks, Rate Spikes, and Yard Bets in Today’s Maritime Bottom-line News (9/19/25)
From Brussels’ accelerated push to cut Russian LNG to six-figure VLCC earnings and a surprise U.S. mariner rule change, this week’s moves have immediate cash-flow consequences. Insurance costs are climbing, carriers face a new...
Tanker Heatwave Lifts Earnings as Middle East Barrels Flood the Market
A sharp jump in Middle East exports and a thinner VLCC list have pushed benchmark crude routes to their strongest levels since late-2022. The MEG–China VLCC lane (TD3C) printed around W108, implying freight of...
Resilient PNT (anti-spoof GNSS + inertial + radar fixes) Made Simple: 2025 Update
Resilient PNT means your ship does not trust GPS alone. It cross-checks position and time with multiple sources like inertial sensors, radar map-matching, Doppler log, and multi-constellation GNSS, and it alarms when signals are...
FuelEU Maritime Readiness Scorecard (2025–2030)
FuelEU Maritime is tightening from 2025 to 2030, and the practical questions are simple: what fuels can you credibly use, how efficient is each vessel, which clauses protect you, and what proof do you...
Tariff Whiplash Pulls Peak Season Forward, Leaves a Year-End Hangover
Retailers rushed holiday goods into the U.S. a month early to beat shifting tariff rules, pushing the Los Angeles/Long Beach complex to near-record summer throughput even as freight rates slid. August U.S. container imports...
Fuel Switch Gathers Pace as Biofuels Clear Long-Haul Test and Methanol/Ammonia Build Out
A wave of fresh data and project moves is tightening the case for alternative fuels at sea. Singapore’s Global Centre for Maritime Decarbonisation (GCMD) released six-month findings showing continuous B24 use performed on par...