
The Marsoft beat

The Marsoft Beat
Episode 10: Container
October 13, 2025
Ryan Uljua and Costas Bardjis dig into Marsoft’s latest containership developments—rising tensions between the US and China, whether the disconnect between liner freight rate and charter market developments will continue into 2026, and what to watch for in the coming weeks.

The Marsoft Beat
Episode 9: LNG
October 7, 2025
Ryan Uljua sits down with Hauke Kite-Powell to break down Marsoft’s latest LNG market outlook for shipowners: why spot remains under pressure, what could lift rates in 2027–2028, and how orderbook dynamics, contract flexibility, and renewables uptake shape the forecast.

The Marsoft Beat
Episode 8: Dry Bulk
August 22, 2025
Arlie Sterling sits down with Marsoft’s Ryan Uljua to unpack the latest 2025 Q3 Dry Bulk Outlook.
They cover the latest on Red Sea disruptions, record Brazilian iron ore exports, Guinea’s growing role in long-haul dry bulk trades, and Marsoft's refreshed market reports. The conversation highlights key risks and milestones to watch in the dry bulk market over the second half of the year.

The Marsoft Beat
Episode 7: Container
July 21, 2025
Tariffs, Trade Shifts, and the Future of Containerized trades: Navigating Market Uncertainty.
John Moulopoulos and Costas Bardjis discuss tariff-driven trade disruptions, shifting container flows, liner profits and why the era of 20,000 plus TEU megaships may be fading, and charter market prospects.

The Marsoft Beat
Episode 6: Dry bulk
May 30, 2025
Host Kevin Hazel sits down with Marsoft’s Ryan Uljua to unpack the latest 2025 Q2 Dry Bulk Outlook. Hear how Guinea’s booming bauxite exports and the forthcoming Simandou iron ore project are expected to stretch tonne-miles - but why near-term rates still face headwinds from soft Chinese demand and macro uncertainty.

The Marsoft Beat
Episode 5: Tariffs
April 29, 2025
Ryan Uljua is joined by Marsoft President Dr Arlie Sterling to unpack the shipping fallout from triple-digit US-China tariffs and a softening global economic outlook. From China-to-US TEU volumes sliding 50%, to likely exemptions in the LPG trades, hear about Marsoft’s latest scenarios and what to watch for next.

The Marsoft Beat
Episode 4: Dry Bulk
April 8, 2025
In this episode of The Marsoft Market Beat, Belinda Adye is joined by Ryan Uljua to unpack the latest dry bulk market outlook. They discuss the cooling of rates in early 2025, the long-term potential of West African iron ore, and the near-term risks posed by U.S. tariffs and pending port fees on Chinese-built ships. As policy uncertainty rises, what should shipowners and charterers be watching for?

The Marsoft Beat
Episode 3: LPG
April 1, 2025
In episode 3, John Moulopoulos and Megan Kennedy, LPG/VLGC analyst, go full LPG: where the market sits today, US LPG export capacity, the hype behind ammonia, investing in VLGCs, and of course, President Trump. What exactly is propane dehydrogenation?

The Marsoft Beat
Episode 2: Tanker
March 25, 2025
In this exclusive tanker market briefing for Marsoft’s clients, Kevin Hazel, Senior Advisor, and Lucas Avelar, Senior Tanker Market Analyst, discuss the key fundamentals shaping the tanker market. They also explore the geopolitical factors, for example tariffs, that could influence market dynamics in the months ahead.​​

The Marsoft Beat- Episode 1: LNG Tanker
March 6, 2025
In this exclusive LNG briefing for Marsoft's clients, Hauke Kite-Powell and Ryan Uljua give a brief overview of the LNG tanker market and expand on our newly released Q1 LNG tanker market report.
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