Thought Leadership

A Flock of Black Swans

Market cycles can be forecast, but with limited reliability. The extremities of market peaks, however, are driven by ‘black swans’ – developments and events that happen only rarely, tend to catch society by surprise, and have a transformative impact around the globe.

The Maritime Sanctions Compliance Crisis

Ill-equipped shipping, finance and insurance businesses have found themselves navigating a maze of international enforcement that is riddled with contradictions. Compliance experts have found themselves under sharply increased demand round-the-clock, as they labour to navigate the rapidly evolving financial trade restrictions.

The Five Steps to Zero-Carbon Shipping

From aspiration to action: How shipping’s leaders plan to accelerate the decarbonisation timeline.

The shipping industry faces a generational challenge. It must transition away from fossil fuels as the dominant marine energy source within the lifespan of today’s newbuilt ships, but it must do so amid regulatory, financial and technical uncertainty.

The Sanctions-Skirting Secrets of Shipping

We examine the global scale of the operations that transport and exchange illicit commodities through a network of vessels using similar playbook tactics to evade detection. Our data shows how large and impactful the problem is today – and it’s growing and evolving.

Red Light or Green Light: The Dilemma Facing Shipowners

There are deep implications to the decisions that shipowners need to make now on how they will meet emissions targets over the coming years. Whichever route they take, our analysis shows that the transition to zero carbon will have a profound impact across the industry.

Ripping Up the Rulebook: Zero-carbon energy transition for shipowners

Environmental, Social and Governance (ESG) capital requirements will trigger the need for scale, stability, and consolidation - married with long term cargo trends and interests; together stimulating a tectonic shift in shipping business models.