Maritime Strategy & Analysis

Data-driven answers to shipping's biggest questions.

Fleet StrategyVessel ValuationMarket Intelligence

Current Research

In Progress

New vs Secondhand Tanker

A decision framework for the biggest question in fleet investment

Synthesizing academic research and market data into a practical framework for shipowners weighing newbuild versus secondhand vessel acquisition. Covers valuation drivers, financing implications, and fleet lifecycle economics.

  • What drives the valuation gap between new and secondhand vessels?
  • How should financing structure differ for each option?
  • When does a newbuild make economic sense vs. a well-maintained secondhand vessel?

Latest Writing

Thoughts on maritime markets, technology in shipping, and building products for the industry.

What Ship Buyers Actually Look For

I grew up around ship purchases. I know what owners look at, what data matters, and what questions they ask before committing millions. Here's what the market data reveals.

Fleet Strategy
Coming soon

Freight Rates vs. Stock Prices: The Disconnect

Maritime equity prices and freight rates should move together. They don't. Here's what the data shows and why.

Maritime Markets
Coming soon

You can now chat with ADN and ES-TRIN

800 pages of regulation. Cross-references between ADN and ESTRIN. You need to spend hours finding answers. There has to be a better way.

Industry Analysis
Coming soon
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