Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
How the Trucking Industry Got So Terrible
April 22, 2025, 5:34 p.m.
Analysis: Multiyear Charter + Profit Share
April 22, 2025, 4:18 p.m.
[#282] Supply Chain in Numbers - Apr 21, 2025
April 21, 2025, 12:03 p.m.
USTR: First Thoughts on Updated Fees, Implementation Timeline, Exemptions
April 18, 2025, 12:39 p.m.
Quantifying Asset Valuation Changes From USTR Port Fees
April 14, 2025, 12:51 p.m.
[#281] Supply Chain in Numbers - Apr 14, 2025
April 14, 2025, 12:03 p.m.
China and the VLCC Market
April 12, 2025, 1:58 p.m.
The Surprising Success of Gondola Transit Systems
April 8, 2025, 5:28 p.m.
[#280] Supply Chain in Numbers - Apr 7, 2025
April 7, 2025, 12:04 p.m.
Seacor Marine Surprise Buybacks
April 5, 2025, 11:03 a.m.
USTR Fees — LPG Shipping
April 2, 2025, 10:17 a.m.
[#279] Supply Chain in Numbers - Mar 31, 2025
March 31, 2025, 12:04 p.m.
USTR Fees — Crude Tanker Cos
March 27, 2025, 11:17 a.m.
USTR Port Fees Timeline
March 25, 2025, 1:13 p.m.
[#278] Supply Chain in Numbers - Mar 24, 2025
March 24, 2025, 12:04 p.m.
The *Other* Iran Sanctions Trade
March 21, 2025, 4:47 p.m.
Why Japanese Railways Win
March 20, 2025, 7:53 p.m.
USTR Fees — Product Tanker Cos
March 20, 2025, 12:05 p.m.
[#277] Supply Chain in Numbers - March 17, 2025
March 17, 2025, 12:04 p.m.
[#276] Supply Chain in Numbers - March 10, 2025
March 10, 2025, 12:04 p.m.
U.S. Energy Tariffs — Update
March 9, 2025, 4:23 p.m.
The Illogical Case Behind Buying Greenland
March 7, 2025, 3:33 p.m.
USTR: Who Will Be Hit Hardest?
March 7, 2025, 2:03 p.m.
Saverys and GOGL — Read This Before Buying
March 5, 2025, 4:04 p.m.
[#275] Supply Chain in Numbers - March 3, 2025
March 3, 2025, 1:03 p.m.
Offshore Earnings Market Color
March 2, 2025, 12:41 p.m.
How the Vatican's Embassies Work
Feb. 27, 2025, 6:33 p.m.
OFAC Sanctions Update: Iran
Feb. 24, 2025, 8:28 p.m.
[#274] Supply Chain in Numbers - Feb 24, 2025
Feb. 24, 2025, 1:03 p.m.
Does an Ageing Fleet Offset Newbuilds?
Feb. 20, 2025, 11:22 a.m.
Ardmore Shipping, ASC
Feb. 19, 2025, 4:06 p.m.
Studying “Maximum Pressure on Iran” 1.0
Feb. 17, 2025, 5:25 p.m.
[#273] Supply Chain in Numbers - Feb 17, 2025
Feb. 17, 2025, 1:03 p.m.
Ship Scrapping Update
Feb. 16, 2025, 11:13 a.m.
Capesize Seasonality, Statistical Analysis
Feb. 11, 2025, 4:07 p.m.
[#272] Supply Chain in Numbers - Feb 10, 2025
Feb. 10, 2025, 1:03 p.m.
NVGS (3)
Feb. 8, 2025, 3:19 p.m.
How F1 Exploded
Feb. 7, 2025, 5:48 p.m.
[#271] Supply Chain in Numbers - Feb 3, 2025
Feb. 3, 2025, 1:03 p.m.
How Oil Tariffs Could Impact Tankers
Feb. 2, 2025, 9:38 a.m.
The Logistics of Natural Gas
Jan. 30, 2025, 7:26 p.m.
[#270] Supply Chain in Numbers - Jan 27, 2025
Jan. 27, 2025, 1:04 p.m.
NVGS (2)
Jan. 26, 2025, 2:54 p.m.
VLCC Performance: Winners & Losers
Jan. 23, 2025, 4:22 p.m.
Volkswagen's China Problem
Jan. 21, 2025, 9:15 p.m.
[#269] Supply Chain in Numbers - Jan 20, 2025
Jan. 20, 2025, 1:03 p.m.
[#268] Supply Chain in Numbers - Jan 13, 2025
Jan. 13, 2025, 1:03 p.m.
Which Tankers Will Outperform Now
Jan. 12, 2025, 10:15 p.m.
[#267] Supply Chain in Numbers - Jan 6, 2025
Jan. 6, 2025, 1:03 p.m.
Trump Shipping Trade #1
Jan. 5, 2025, 7:54 p.m.