AXS Marine

August has opened where July left off. Industrial action has been announced at BHP’s Port Hedland terminal, with a planned 24-hour ban on ship-loading from 05:30 AWST on 8 August, …

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 …