How the VLCC Market is Responding to a Possible Strait of Hormuz Reopening
Spot rates are falling as the market remains optimistic of a US-Iran deal.
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Why Maritime Doesn’t Trust its Data
We need humans to remain at the center of maritime work, bringing their unique perspectives, now equipped with more data.
Read the postIMOS H1 2026 Product Update: Decarbonization, LNG, and More
Explore IMOS product updates from the first half of 2026 across decarbonization, LNG operational economics, and a range of general workflow and trading updates.
Read the postVLCC Orders Drive Tanker Newbuilding Surge
Tanker newbuild ordering has gathered significant momentum through 2026, increasing c.358% year-on-year with 444 vessels placed year to date (including on order and options) across all major segments. Activity peaked in February at 20.5...
Read the postWar, Weather & Tragedy: Why Coal Demand Could Surge in 2026
Global coal demand has been rising over the last couple of years, with new record highs reached in both 2024 and 2025 at around 8.8 billion tonnes, according to...
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Shipping Interrupted: Tracking the Impact of Disruptions in the Strait of Hormuz
A regularly updated blog of Veson analysis related to ongoing developments in the Strait of Hormuz.
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How Greek Owners Are Reshaping the Tanker S&P and Newbuilding Markets in 2026
From surging VLCC values to record orderbook activity, Greek owners are driving both sides of the market. As Posidonia 2026 approaches, we examine the key trends shaping the Tanker...
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Why are OSV orders so low?
The economics that once made ordering irrational have quietly reversed. The last cycle punished those who ordered too much. This one may punish those who order too little.
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Shipping Market Outlook: Q2 2026
The global shipping market is navigating Q2 2026 under the ongoing weight of an unprecedented geopolitical shock. The de facto closure of the Strait of Hormuz, now entering its...
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What a Guinea Bauxite Export Cap Could Mean for Dry Bulk
The Guinean government is considering a bauxite export cap. The change could significantly impact the dry bulk shipping market, freeing up Capesize capacity and sending freight rates falling.
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