Shock Costs, Risk Routes, and LNG Pivots: Maritime Bottom-line News (10/8/25)

From new U.S. port-entry fees for China-linked vessels to a fresh spike in Gulf GNSS interference, recent developments directly change voyage math, routing choices, and fuel strategies. Tanker earnings stay underpinned by longer Russian...
10 FuelEU Maritime Pitfalls Owners are Hitting (and How to Avoid Them)

FuelEU Maritime is reshaping day-to-day decisions on fuel, paperwork, and port operations. Small gaps, like scope tags, OPS records, or factor versions can snowball at verification, while well-documented choices can unlock real headroom against...
Capacity Pulled, Costs Rewired: Blank Sailings Roar Back

Carriers are yanking voyages to stop the slide in spot rates, concentrating cuts on Asia–US and Asia–Europe loops just as Q4 orders move. The result is tighter effective capacity, more rollovers and skipped calls,...
“Pay Before You Berth” CBP Locks In New U.S. Fees for China-Linked Ships

Starting October 14, 2025, U.S. Customs and Border Protection (CBP) will enforce new Section 301 port-entry fees on vessels that are Chinese-owned/operated (Annex I) and on Chinese-built ships (Annex II), with payment due before...
Container Spot Rates in Freefall: What It Could Mean for Q4 Contracts

Container spot rates fell sharply into early October, hitting their lowest level since January 2024. Drewry’s WCI slid another 5% on October 2 to $1,669/FEU, with Far East–US lanes and Asia–Europe both under pressure;...
Qatar Hits Pause: Navigation Suspended After GPS Fault

Qatar’s Ministry of Transport ordered a temporary stop to all maritime navigation over the weekend, citing a technical fault affecting the GPS signal. The suspension took effect immediately and remains in place until authorities...
Container Costs, Red Sea Risks, and Yard Capacity: Maritime Bottom-line News (10/6/25)

Ports, policies, and security are reshaping the weekend’s economics at sea: new US fees on China-linked vessels raise per-call costs, Qatar’s navigation halt exposes schedule and insurance risk, and Red Sea developments could quickly...
Whatsapp and Maritime: Why the knot?

If you’re new to the maritime world, you notice WhatsApp popping up everywhere. Brokers swap positions in green bubbles, operations managers settle timing in a few lines, and decision makers ping quick voice notes...
Autonomy at Sea Made Simple: 2025 Update

Autonomy at sea is moving from trials to practical tools that help crews sail safer and run tighter schedules. The big shift is not “crewless ships” overnight, but smarter assistance, remote support from shore,...
Box Rates Down, Compliance Up, Cash Tight: Maritime Bottom-line News (10/3/2025)

Container prices keep sliding, compliance clamps are tightening on shadow-fleet trades, and one of the world’s biggest carriers is upgrading a huge chunk of its chartered fleet to burn less fuel. Add in fresh...
France Just Boarded “Boracay”: A New Phase of On-Water Enforcement

France’s boarding of the Benin-flagged tanker Boracay off Saint-Nazaire marks a shift from list-based sanctions to on-water enforcement. Two senior crew were detained, prosecutors in Brest opened a judicial probe, and President Macron publicly...
Retrofit Wave At Scale For Maersk’s Chartered Fleet

Maersk has outlined a fleet upgrade plan covering roughly 200 time-chartered ships in cooperation with multiple owners. The focus is on fuel-saving retrofits, performance software, and compliance upgrades that reshape opex, emissions scores, and...
Record Run Continues For U.S. LNG: Second Straight Monthly High

U.S. liquefied natural gas exports set a fresh monthly record in September at about 9.4 million metric tons, edging past August’s previous high of 9.33 million tons, according to preliminary LSEG data reported by...
Underwater Radiated Noise (URN) Tech Made Simple: 2025 Update

In 2023 the IMO updated guidance on how to reduce URN, and several class societies now offer “quiet ship” notations. In practice, owners cut URN by tackling cavitation at the propeller, isolating machinery from...
The Crackdown on the “shadow fleet” is getting real: Top 8 Developments in 2025

Shadow-fleet loopholes are closing fast. Through 2025, registries, sanctions authorities, and port states moved from watchlists to real-world checks. Panama yanked flags, OFAC widened exposure in the Red Sea and on Iran networks, the...
Fee Shock Math For 2026: USTR Port Charges Could Total About $3.2B

Alphaliner’s latest run-rate model suggests container carriers serving the United States could face about $3.2 billion in USTR port fees in 2026 if current deployment patterns hold, with COSCO including OOCL modeled at roughly...
Sanctions, Security and Surcharges: Maritime Bottom-line News (10/1/2025)

From China’s curbs on high-risk tankers to a fresh security shock in the Gulf of Aden and looming U.S.–China fee salvos, a cluster of policy and casualty developments is reshaping cash costs, access, and...
Hotel Loads That Hurt: 14 Aux Power Fixes During Port Stays

When you’re alongside, “hotel loads” quietly eat TCE. The fastest win is choosing the cheapest electrons: either plug into shore power or run auxiliaries on MGO/HSFO. The panel below lays out how to price...
Price War Weather: Spot Box Rates Slide Below Breakeven

Spot container rates have fallen for a fifteenth straight week, with Drewry’s WCI down 8 percent to about $1,761 per FEU and key lanes such as Shanghai–Los Angeles at ~$2,311 and Shanghai–New York at...
Yangzijiang Pulls $180M Tanker Deal Over Sanctions Risk

Yangzijiang Shipbuilding recently canceled four MR tanker orders valued at about USD 180 million after discovering evidence that the buyer’s owner may have been involved in efforts to evade U.S. sanctions. The termination came...
Gate Tightening at Qingdao as China’s Oil Hub Moves to Curb the Shadow Fleet

Terminal operators at Qingdao’s Huangdao oil port have issued rules effective November 1, 2025 that bar tankers aged 31 years or more, vessels with altered or fake IMO identities, and ships with invalid certifications....
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,...