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The Marsoft beat
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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