AXSMarine

23/09/2026

🎤 Tomorrow, Stephen Fletcher will join the Chartering Spotlight panel discussion at Splash Singapore!

🤖 The session will explore how AI, digital platforms and data transparency are changing the way ships are fixed, including whether AI-assisted chartering levels the playing field for smaller owners or strengthens the advantage of larger players.

⛽ The discussion will also look at how emissions, fuel efficiency and environmental performance are increasingly shaping vessel selection, and ask whether technology is replacing intuition or redefining it.

💬 If you're attending Splash Singapore, don't miss the conversation!

15/09/2026

⚓ Next week, Stephen Fletcher, Philip Ralli MICS EMBA, Sam Goh will be heading to Splash Singapore 2026.

🌏 Taking place on 24 September at the Raffles City Convention Centre in Singapore, the event brings together shipowners, shipmanagers and charterers for discussions on the pressing issues facing the industry.

💬 With sessions covering The Big Issues, Tankers, Chartering Spotlight and Dry Bulk, Splash Singapore 2026 will bring together leading voices from across the global shipping industry.

🤝 Will you be joining us in Singapore? Get in touch with our team and let’s connect at Splash Singapore.

📍 24 September | Stamford Ballroom, Raffles City Convention Centre, Singapore

09/09/2026

📊 What if the data is telling you something the market hasn’t fully recognised yet?

🤝 At CT Asia 2026, Philip Ralli will take part in a data-led briefing exploring how integrated datasets and AI-enabled analysis can be used alongside commercial judgement to test what the market appears to be signalling.

🔍 The discussion will look at how combining trade, freight and market data can help test assumptions, identify emerging trends earlier and bring AI-enabled analysis into the practical decision-making process.

💡 Because AI doesn’t replace commercial judgement - it can help put it to the test.

08/09/2026

📊 Vintage tonnage is capturing a growing freight premium. Secondhand VLCC and Suezmax values have risen sharply across the age curve, with appreciation reaching 90% and 78% respectively for 20-year-old vessels.

⚓ The Strait of Hormuz remains at severe risk. Military escalation, attacks on commercial vessels, sanctions exposure and restrictions on navigation continue to affect passage through the Strait.

📈 East-of-Suez earnings retain a wide premium. VLCC time-charter-equivalent earnings on MEG–Singapore are running near $702,000/day, while East-of-Suez Suezmax earnings also remain significantly above their western equivalents.

🚢 The supply picture is evolving. Freight conditions are supporting strong secondhand activity and heavy contracting for future delivery, while elevated vintage-tonnage values are limiting recycling.

🔎 Read the latest Weekly Market Monitor for the full analysis at

Vintage tanker values surge up to 90% as the Hormuz conflict reshapes freight markets. Explore VLCC and Suezmax insights from Signal Ocean.

03/09/2026

📊 The dry bulk market strengthened in Week 35, with the larger vessel sizes leading the gains.

🌾 Our latest Weekly Dry Market Monitor highlights a sharp decline in Russian wheat loadings from the four principal deep-sea Black Sea terminals, down around 60% year-on-year over the five weeks to 28 August, as interest in alternative Baltic routes increased.

📈 The BDI rose to 3,186, with Capesize and Panamax recording the strongest gains, while Supramax and Handysize remained broadly steady.

⚓ Across the segments, supply and demand indicators continued to show contrasting dynamics, with Capesize remaining above the 1.00 demand-to-supply balance point, while Panamax, Supramax and Handysize remained below it.

🔎 Explore the latest freight rates, vessel positioning and supply-demand analysis at

03/09/2026

🌍 How can the maritime industry build stronger collaboration across the value chain?

🤝 At Xinde Marine Forum London 2026, our Steve Fletcher will join a panel discussion exploring how cargo interests, shipowners, operators, insurers, data providers and industry associations can work together to strengthen collaboration across the maritime value chain.

📊 The discussion will look at changing trade flows, policy shifts and geopolitical uncertainty, as well as the need to build greater resilience across global shipping supply chains.

💬 We look forward to the conversation and the perspectives on how closer collaboration can help the industry navigate an increasingly complex maritime landscape.

02/09/2026

🌊 El Niño is here. What could it mean for global agriculture?

In Episode 2 of the Current Intelligence Podcast, Maria Bertzeletou and Luke Nickels examine how a strengthening El Niño could reshape rainfall patterns and affect agricultural production across different regions.

The consequences are rarely uniform. Some areas face heavier and longer periods of rainfall, while others experience drought. From wheat, rice, corn and soybeans to palm oil, sugar and cacao, the effects can reach across a wide range of agricultural commodities.

Watch the clip, then listen to the full conversation on your preferred platform:
🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/current-intelligence/id6797585495
🎧 Spotify: https://open.spotify.com/show/0340PUZYInvSKKTScLUZwA
▶️ YouTube: youtu.be/w_YKlxEFacU

01/09/2026

📢 Resilient traffic, contrasting returns for Europe’s ferry operators!

🗓️ A selection of Europe’s leading ferry operators entered 2026 with sharply contrasting financial results behind them. Traffic remained broadly resilient during 2025, but capacity management, pricing power, route performance, and operators’ ability to pass on rising environmental and operating costs produced a wide spread in margins. Drawing on full year 2025 figures and the interim results available for 2026, AXSRoRo examines what lay behind these contrasting performances and whether they are beginning to converge.

📊 During 2025, passenger and freight demand largely followed a more familiar pattern after the disruption of the pandemic years. Economic growth nevertheless remained weak in several Northern European markets, while lower consumer confidence continued to affect leisure travel.

⚖️ The stronger and weaker results did not consistently follow changes in traffic volumes: rates, operating costs, and capacity utilisation often had a greater influence on margins. The economic outlook remained uncertain at the beginning of 2026, with growth expected to slow and geopolitical developments continuing to affect business and consumer confidence.

🚢 The performance of individual routes and networks also played an important role. Established services with a balanced mix of passenger and freight traffic generally provided greater stability, while start-up costs, capacity imbalances, and rate pressure affected earnings in parts of the market.

🌱 Environmental costs increased as the EU ETS requirement rose from 40% of covered emissions for 2024 to 70% for 2025 and 100% for 2026, while FuelEU Maritime took effect in 2025. The outbreak of war in the Middle East pushed energy prices higher during 2026, adding to fuel costs and inflation.

⚠️ This threatened to further weaken consumer confidence while making it more difficult for operators to recover higher costs through passenger fares and freight rates.

📰 Check out the rest of the article, as well as other latest news for short-sea, deep-sea ro-ro freighters and ro-paxes in the latest issue of our monthly AXSRoRo newsletter and join our growing community at https://cdanalytics.axsmarine.com/cn/aahwq/ro-ro-landing.