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 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.…
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…
Introduction The term “digitalisation” has become a broad, all-encompassing term, yet in the maritime industry, it carries real meaning. At its core, digitalisation is the adoption of systems and processes powered by computers and the internet. For shipping, this has led to the rise of smart technologies, the use of data to improve operations, the…
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