AXS Marine

SPOTLIGHT OF THE WEEK Throughout the first half of 2026, the crisis in the Strait of Hormuz has profoundly altered the global landscape of VLCC crude shipping. Evaluating quarterly liftings …

A new typhoon on the way Super Typhoon Dolphin is currently rated Category 5 by ECMWF, and Windy tracking shows it heading toward Taiwan and China, following Typhoon Bavi which …

Agriculture Look Back 2026 Q2 The second quarter of 2026 saw strong growth in soybean and corn flows driven by a record Brazilian harvest, while fertilizer flows fell sharply as …

SPOTLIGHT OF THE WEEK Each chart shows the share of the trade’s Capesize tonne-mile demand carried by five vessel-age bands, by year from 2015 to 2026 (year-to-date). The tables below …

Ukraine's strikes on Russian ports and refineries stepped up sharply after March 2026, and the effect on Russia's seaborne oil trade was not really a simple fall in volumes. What …

COMMODITY RADAR | Steel Chain Look Back 2026 Q2 The second quarter of 2026 saw sharp divergence across the steel chain. Alloying commodities saw noticeably strong increases in bulk seaborne …

Waiting time reached multi-month highs. The average vessel waiting time at Port Hedland rose to approximately 8.7 days in the week to 17 July, up from about 8.4 days a …

AXSMarine's live fleet tracker recorded 728 tankers in the Arabian Gulf following the renewed escalation around the Strait of Hormuz. Crude tankers accounted for 179 vessels (24.6%) of the total …

Aluminium Chain Look Back 2026 Q2 The second quarter of 2026 saw further disruption to the aluminium supply chain, particularly weighing on aluminia flows to the Arabian Gulf. A surge …

P2A_82 (Skaw–Gibraltar / trip to Taiwan–Japan): In the week to 10 July 2026, the Pacific round-voyage benchmark remained the strongest performer in the Panamax market, closing at approximately $32,000/day. From …

The import mirage: every few weeks a number lands that seems to settle the argument of China’s crude oil imports. The latest was showing imports falling to about 7.8 million …

Freight rates do not exist in isolation. Every price negotiated in the shipping market is strongly shaped by global trade activity, alongside vessel supply, operating costs, risk and market expectations. …

Bavi Approaches a Key Taiwan–China Shipping Corridor Super Typhoon Bavi is moving toward the Taiwan–China shipping corridor, raising the risk of short-term disruption to vessel routing, China port operations, commodity …

China’s steel market continues to show signs of softness. The National Bureau of Statistics reported crude steel production fell 2.5% year-on-year in May 2026 to 84.4 million tons, while pig …

A US-Iran framework points to a phased reopening of the Strait of Hormuz. AXSMarine data shows how deep the hole is: crude through the strait down ~85%, and roughly 100 …

Athens, 4 June 2026 - Nearly a thousand guests - clients, partners and friends from across shipping - gathered in Athens as Signal and AXSMarine hosted "A New Course": an …

Three months after the Strait of Hormuz closed, United States crude exports have surged 42 percent from the pre-event baseline, reaching 6.8 mbpd in May. VLCC and Aframax loadings led …

Container shipping developments reported throughout April 2026, as covered in Alphaliner’s Weekly Newsletter, highlighted a market shaped by shifting trade lane dynamics, evolving fleet ownership structures, and changing operational behavior …

Data reported throughout April 2026, based on Alphaliner proprietary datasets and AIS-derived vessel tracking, highlighted how geopolitical disruption in the Middle East continued to reshape container shipping dynamics. Across the …

How Saudi Yanbu, UAE Fujairah, and a redrawn Russian supply chain kept Indian refineries running through the Hormuz disruption — and where the system is now most exposed. On March …

One month after the Strait of Hormuz ceased to function as an unobstructed passage for commercial shipping, April brought no clear normalization. Instead, vessel activity evolved through a sequence of …

In global shipping conversations, vessel tracking is often simplified to a visual interface: ships appearing as moving dots on a digital map. In the Middle East, however, vessel tracking represents …

Freight estimation is a core commercial tool in chartering decisions. At its core, it is the process of forecasting voyage revenue and costs to determine what rate makes sense before …

Impact of Hormuz Closure on Seaborne Crude and Clean Product Flows to Asia This report assesses the impact of the Strait of Hormuz disruption on seaborne crude oil, dirty petroleum …

Executive Summary What appeared in March 2026 as a supply shock in global LNG markets has, by April, evolved into a broader transit disruption affecting the physical movement of gas …

Geopolitical Overview: The Strait of Hormuz Remains the Defining Story The conflict in the Middle East continues to reshape the global crude tanker market in ways not seen in modern …

A series of data-driven developments reported in March 2026 using Alphaliner proprietary datasets and AIS-supported vessel tracking highlight how geopolitical disruption, fleet expansion, and market dynamics are reshaping the container …

The escalation of tensions around the Strait of Hormuz has led to one of the most significant disruptions to commercial shipping observed in recent years. Drawing on AXSMarine AIS-derived data …

Container shipping developments reported in March 2026 through Alphaliner’s Weekly Newsletter highlight a market under pressure from geopolitical instability, shifting trade flows, evolving carrier strategies, and continued structural transformation. Middle …

In continuation of our latest analysis on the Strait of Hormuz and Venezuelan reactivation, the Baltic corridor has emerged as the next pressure point. Data shows that Russia’s Baltic export …

Takeaways Constrained LNG Supply: Physical damage to Qatari infrastructure and major disruptions to key transit routes have significantly reduced the amount of deliverable LNG. High Exposure for Europe and Asia: …

Shipping analytics, in practice, is about turning operational and market data into decisions that improve voyage economics, reduce risk, and support compliance. For commercial and operations teams, this means understanding …

“Diary of a Madman” is one of Ozzy Osbourne’s most iconic albums. The question in today’s market is whether what we are seeing is disorder, or something more calculated. Looking …

The global shipping industry runs on information. Every day, thousands of commercial vessels move across oceans, ports, and congested waterways carrying energy, food, and raw materials that power entire economies. …

Several important developments in the container shipping sector were reported in February 2026 through Alphaliner’s Weekly Newsletter, highlighting shifts in vessel deployment, evolving competitive dynamics among carriers, and potential consolidation …

Several important container shipping data trends were identified and reported during February 2026 based on Alphaliner’s proprietary datasets and AIS-supported vessel tracking. These insights provide a clear snapshot of how …

February provided fresh insight into evolving Dry Bulk market dynamics, with several notable trends emerging across both commodity flows and fleet structure. Drawing on AXSMarine AIS-derived data combined with commercial …

The recent surge in VLCC earnings appears to reflect more than a simple geopolitical risk premium. While heightened tensions around the Middle East are clearly influencing sentiment, underlying structural dynamics …

Asia sits at the center of modern ship chartering. It is the world’s largest manufacturing base, a fast-growing consumption market, and the most interconnected maritime region globally. From dense intra-Asia …

Vessel data has become a foundational infrastructure for modern shipping. What was once used primarily for situational awareness - basic AIS positions or vessel particulars - is now deeply embedded …

As 2026 gets underway, Alphaliner proprietary datasets, combined with AIS-derived vessel tracking enriched with commercial information, provide a clear, data-driven snapshot of how the container ship market entered the new …

As the container shipping industry enters 2026, insights published in Alphaliner’s weekly newsletter throughout January provide a clear view of how the market closed 2025 and what structural trends are …

As the industry turned the page on another year, January offered a natural moment to step back and assess what the structure of global Dry Bulk trade looked like by …

Today marks a significant milestone in our 25-year history. We are excited to announce that AXSMarine is joining Signal Ocean. For our clients and partners, this means stability first: the …

Global seaborne dry bulk trade reached a new historical high in 2025, with total volumes climbing to 5.7 billion metric tons, according to our Trade Flows data. This marked a …

As 2026 begins, a review of container ship data collected through December 2025 offers valuable insight into how the liner shipping industry closed the year. Using Alphaliner proprietary datasets, combined …

December 2025 closed the year with a series of data-driven insights from Alphaliner’s weekly newsletter, highlighting how global container shipping continues to evolve. From alliance restructuring and deployment trends to …

The final month of last year offered valuable insight into how global Dry Bulk trade evolved in 2025. Drawing on AXSMarine AIS-derived data combined with commercial datasets, December analysis highlighted …

An Automatic Identification System (AIS) is a global safety and tracking technology that tells the world where ships are, how fast they’re moving, and where they’re heading. It began as …

Route optimization in shipping goes far beyond picking the shortest line on a chart. It’s the discipline of selecting the best voyage configuration (route, speed, port sequence, and bunker strategy) …