Introduction Marlink has gone shopping again. This time, the target is GRC, a specialist provider of satellite communications and managed connectivity services to government, defence and critical infrastructure customers. On the surface, the acquisition looks like another bolt on deal. In reality, it fits neatly into a much broader pattern of capability building. Over the…
Introduction Commercial shipping has already embraced Starlink. The next challenge is convincing the world’s largest fleet operators that bandwidth alone is no longer enough. Wall Street spent last week analysing SpaceX’s latest quarterly earnings. Investors focused on revenues of $7.8 billion, 12 million Starlink subscribers and Elon Musk’s ambitious target of generating $100 billion in…
Introduction Ask someone to picture an autonomous vessel, and they will probably imagine a crewless container ship crossing the Pacific with nobody on board, guided entirely by AI. It is an image that captures headlines and fuels conference debates. The reality, however, is considerably less dramatic and considerably more interesting. History shows that technological revolutions…
For years, the low-cost carrier (LCC) market has represented one of the aviation industry’s greatest untapped opportunities for in-flight connectivity (IFC). While full-service airlines steadily invested in onboard Wi-Fi to enhance the passenger experience, many LCCs remained unconvinced. High installation costs, uncertain monetisation and an absence of competitive pressure meant that connectivity was often viewed…
August 6 2026, 14:00 British Summer Time (BST) London. New research from Valour Consultancy forecasts that non-geosynchronous orbit (NGSO) Ka- and Ku-band in-flight connectivity (IFC) installations in business aviation will reach 8,500 by 2035 as high-speed low Earth orbit (LEO) connectivity becomes the preferred primary cabin solution. The finding is one of the headline conclusions…
Introduction When Hapag-Lloyd announced that it would deploy Inmarsat’s NexusWave across its fleet earlier this month, most headlines focused on another connectivity contract. They missed the bigger story. The announcement represents a significant win for Inmarsat and perhaps an even more important signal for the wider maritime connectivity market. After more than 21 months of…
Introduction Newsreaders frequently state that around 90% of the world’s goods are transported by sea. This equates to commercial merchant shipping transporting approximately 11–13 billion tonnes of cargo during 2024. Dry bulk makes up the largest segment, accounting for roughly 4.9 billion tonnes (about 48%) of all seaborne trade and is typically measured by weight.…
Ever since the concept of the electric “air taxi” started to gain attention, a narrative has been spun that this form of transportation will be relatively inexpensive to fly, opening up the skies to the average Joe and reducing the strain on overcrowded road networks in cities throughout the world. Indeed, it is worth looking…
With the dust having settled on another Farnborough Airshow, I can’t help thinking of the famous French maxim “plus ça change, plus c’est la même chose” (the more things change, the more they stay the same). Any hope that the passenger eVTOL industry had begun descending from the Gartner hype cycle’s “peak of inflated expectations”…
Introduction Much of the discussion surrounding automated and smart shipping focuses on navigation, propulsion, remote operations and artificial intelligence. Yet one of the industry’s biggest opportunities to improve safety, efficiency and profitability lies somewhere far less glamorous: cargo handling. For many commercial applications, automated shipping is perhaps the more appropriate term than autonomous shipping. While…
Introduction One of the beauties of our work as market intelligence analysts is the opportunity to interview fascinating people and companies. Better still is speaking to the same companies over many years and seeing how their businesses evolve as technology, competition, and customer requirements change. In the autumn of 2022, Valour Consultancy interviewed MarPoint, then…
Introduction Recently, I was listening to Morgan Housel, the renowned financial self-help author of The Psychology of Money. Morgan’s podcasts are information-packed, last 15 minutes, and leave you pondering the assumptions for hours afterwards. The podcast I was digesting was The Art and Science of Investing. Housel argues that successful investing is only partly about…
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