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...
Read the postShipping 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.
Read the postWhat 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.
Read the postWhat does AI-powered actually mean in Shipfix
What does 'AI-powered' actually mean in Shipfix? Discover what the AI in Shipfix actually does and how it can transform your workflows.
Read the postAframax Values and Earnings Reach Record Highs
The Aframax market is in record territory. Values and earnings are at all-time highs, and the owner base shows little inclination to sell despite the extraordinary conditions. Fixed age...
Read the postHow is Chartering Meeting the Moment in AI?
I presented during the ICS Shipping Forum on how AI is being embedded into maritime workflows and reshaping the chartering space.
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How the Strait of Hormuz Crisis is Reshaping the Bulker Market
The Bulker market entered 2026 with momentum, supported by firm asset values and solid secondhand activity. That momentum has since been tempered by the escalating crisis at the Strait...
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What Does China’s Shifting Grain Supply Strategy Mean for Global Commodity Trade Flows?
This month, Chinese trader COFCO lifted the first Argentinian corn cargo bound for China in 15 years, a move that underscores how food security, rather than trade diplomacy, is...
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How to Protect Your P&L: Five IMOS Capabilities for a Volatile Market
When a crisis reprices every assumption in your book simultaneously, the operators who recover fastest are the ones who know exactly where to look and what to do about...
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