Maritimedata.ai is a digital broker that provides data and analytics solutions for the maritime ecosystem.

Source, evaluate and purchase maritime data and analytics from the largest network of specialised providers in the world.

The newsletter provides you with up-to-date information on the most recent advancements in space and market insights produced by partners in the Maritime Data network.

Insights 📈

• Distillate Disconnect (link)

• For almost a year, Russia’s dark fleet has had free access to Denmark (link)

• Divergent views on future oil demand from IEA and OPEC (link)

• Limited seaborne trade volumes raise questions on demand and freight rates (link)

• Residue processing set to gain traction in China (link)

• Momentum for further price gains for rice and sugar (link)

• Javier Milei wins presidential race. How will Brazil’s relationship with the neighbor country fare? (link)

Deeper Dive 🔎

• Dry bulk carrier market, supply & demand balance (link)

• Port Efficiency and Congestion Trends: Insights from Windward’s October 2023 Container Port Analysis (link)

• Shipping companies fail to set science-based climate targets | Houthis ‘hijack’ Israel-owned car carrier | Containership values drop (link)

New Products 🚀

Refined Product Supply & Demand Kpler

Maritime Data and The Loadstar launch 35+ page market research report on the challenges and features most important to users of Ocean Freight Visibility Solutions

Upcoming Events 🗓️

Kpler host NYC Market Briefing

Just before we get into it…

Maritimedata.ai is launching a Job board!

What: This board will feature a curated selection of the latest and greatest job opportunities in the Maritime Data and Analytics sector

Why: To connect our readers with exciting career opportunities and assist our partners in finding top talent to drive their business growth.

When: Launching on 30th November 2023

How to Post a Job: Interested in posting your job opportunity? Click the link below to get started

Dry bulk carrier market, supply & demand balance

In October 2023 the dry bulk fleet stands for 967M dwt of the world total fleet of 2,253M teu or 43%. This is spread on 12,861 ships, which also makes it the most numerous merchant fleet. In Figure 6 the fleet is illustrated by the year of delivery, including the current orderbook to the right-hand side of the orange line.

For the full post click here: Link

Port Efficiency and Congestion Trends: Insights from Windward’s October 2023 Container Port Analysis

China

As concerns persist about the strength of Chinese exports, TEU capacity berthing at ports across the region declined approximately 5% month-over-month. Only Ningbo and Qingdao posted slight increases, while Yantian decreased 20% on a monthly basis. With the decreased TEU capacity berthing, seven of eight ports in the region had congestion levels below their 24-month average levels. Only Hong Kong was just barely positive, at 1% above the 24-month average. As congestion decreases, transit times fall in tandem. Read more below to see which ports have notable advantages on specific trades.

For the full post, click here: Link

A fleet of ageing liquefied petroleum gas carriers used to ship hundreds of millions of dollars-worth of propane and butane from Iran has been tracked to a complex network of companies controlled on paper by the part-owner of a Georgian restaurant in south London.

A Lloyd’s List investigation has uncovered how corporate structures established for the fleet over the past decade helped sidestep US sanctions on Iran’s oil and petrochemical shipping sector. The paper trail also yields a rare glimpse into those behind the web of brass plate companies created to obfuscate the controlling interests of ships that routinely deployed deceptive shipping practices to carry sanctioned Iranian cargoes.

The investigation was sparked by an explosion on board a 51-year-old LPG tanker on August 10, the Panama-flagged White Purl (IMO: 7230666).

For the full post, click here: Link

Refined Product Suppy and Demand Kpler

From Kpler’s recent Linkedin post:

Introducing our latest product to the market: Refined Product Supply & Demand

Kpler’s new product is the only model that incorporates its market-leading hashtag#trade flow data, which provides customers with a unique edge in the market and enables them with a more trusted path to refined product market analysis.

Key Features:

◾ 18 Month Forecast: Plan effectively with trustworthy data

◾ 7 Products in Scope: Understand the critical interplay of product markets

◾ 5 Year History: Gain the full scope of seasonal trends

◾ Easy Integration: Excel Add-In, API, SDK, liveDB and Snowflake integrations

Speak to us about Kpler’s Refined Product Supply and Demand:

New Ocean Freight Visibility Market Report

• What: Launch of a Market Research Report on Ocean Freight Visibility, in partnership between Maritime Data and The Loadstar.

• How: Survey conducted with targeted experts, including managers, specialists, and executives, focusing on industry challenges, feature preferences, and pricing attitudes.

• Why: To assist product and go-to-market teams in better understanding their buying audience, amidst the surge in technology solutions for cargo visibility.

• Who: Targeted at Product Managers, Marketing and Commercial Teams

I’m particularly proud of the team for creating what we believe to be, the most comprehensive and scientifically thorough research study available today on the most pressing challenges and sought after features from users across the Supply Chain.

For more information and a free sample report:

Kpler market insight briefing new york

2024's Battle Royale: Bearish demand concerns slugging it out versus bullish OPEC+ cuts. Who will land the knockout blow? ‍

When: December 7 2023, 4:30-9:30pm

Where: New York City, NY

Join Kpler in New York on December 7 as our panel of esteemed market experts debate the key factors faced, including OPEC+ policy, changing trends in global flows, Chinese demand expectations, and evolving US market dynamics as we prepare to enter an exceedingly eventful US election year. The gloves are off!

For more information and how to register, click below:

How we can help

1. Submit your requirement

A member of the team will reach out within 24 hours

2. Book a call with the team

Explore which of our 200+ data and analytics solutions can support you

3. Join our network of 40+ partners

Start receiving requirements and meeting new clients

You might be receiving this email because we believe that the content of our newsletter may be of interest to you based on your profession. However, if we have made an incorrect assumption, we apologize for any inconvenience caused. If you do not wish to receive future publications, please follow the instructions below to unsubscribe.

Thank you for your time.

Best regards,

Rory Proud

Co-Founder

[email protected]