January 5, 2026 Recent U.S. intervention in Venezuela represents a major geopolitical development, but a relatively modest near-term event for global shipping markets. Venezuela’s current role in seaborne oil trade is limited, and despite the country’s large reserves, any meaningful recovery in crude production will require substantial time and investment. The more relevant shipping implications lie in trade flow reshuffling, sanctions enforcement and dark fleet adaptations,

In the Book of Genesis, Joseph interprets Pharaoh’s dreams as a warning of seven years of plenty followed by seven years of famine. His advice was not to deny the coming abundance, but to “look for a wise man,” someone who would manage the years of plenty, so that abundance itself did not become the cause of ruin when the cycle turned.   The shipping market has its own cycles, three major cycles of which are apparent in the data from 1985.  We are currently at or near peak re

December 15, 2025 Containership markets continued to capitalize on geopolitical turmoil in 2025. Despite the ongoing trade wars, containerized trade volumes gained significant ground. Charter rates and second-hand prices moved higher. Liner operators enjoyed another year of strong profits, although liner earnings were markedly lower than the year before. In November, leading carriers warned of likely losses in 25Q4 and in 26Q1. Will containership charter rates and vessel pric

We are pleased to announce the release of Marsoft’s Q1 2025 Containership Market Report. This report offers a detailed analysis of the...

Geopolitical uncertainty is at a high in the aftermath of events in the Middle East and the change of the US Administration. We caught up...

China’s economic slowdown has significant implications for global markets, particularly shipping. Recent reports of prominent Chinese...

As 2024 comes to a close, Jan Fraser Jenkins sat down with Arlie Sterling, President of Marsoft, to reflect on the year’s most...

Ryan Uljua gave a presentation at the Marine Money Academy held in conjunction with the 2024 Ship Finance Forum in New York last week,...

By Costas Bardjis Increasingly, it seems that unanticipated events are becoming the norm in shipping. Placing the words “unanticipated”...

December 19th, 2023 Maersk, Hapag Lloyd, MSC, CMA CGM, Yang Ming and HMM have announced that they are suspending shipping through the Red...

Our 23Q1 Containership report is out now. Below, Costas Bardjis reflects on some of the key points from the report. Following two years...

Fleet sustainability and a greener future for all is top of mind for Marsoft, and we strive to accurately reflect the value of energy...

It has been a long while since global economic developments were the common denominator explaining the rise and fall of all major...

Things are changing fast in some of the major shipping sectors. Our quarterly reports discuss fundamentals in detail and provide...

Marsoft’s Q1 22 Release was published just before the Russian invasion of Ukraine. Consequently our analysts felt it imperative that...

The shipping markets have taken owners on a wild ride in 2021. Containership rates have been soaring for a while now, and while they...

Dr Arlie Sterling, President of Marsoft, will give the opening presentation: GLOBAL TRADE IN A CHANGING WORLD – IMPACT ON SHIPPING...

We gathered our team of analysts to give their views on the implications of the ongoing energy crisis in Europe and Asia. We are...

A seeming paradox: Fleet capacity expands faster than trade volumes during the 2019-2021 period and yet there are not enough ships to...

A surprisingly strong trade recovery has caught manufacturers, shippers, port authorities, intermodal providers (rail and truck...