Professional Shipping Market Intelligence

Where shipping
intelligence meets
investment edge

Professional shipping intelligence combining freight cycles, macro analysis and shipping research into one integrated platform designed to help investors anticipate market shifts and position ahead of the cycle.

Live freight market data, tanker cycle tracking, macro shipping analysis and actionable equity insights across tanker, dry bulk, container, and LNG markets. Built for investors and traders who need to understand shipping before the market fully prices the move.

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Coverage

Four sectors.
One platform.

Subscribe to a single sector or the full platform. Each monitor delivers the same depth of intelligence — rates, fleet, stocks and weekly briefing — tailored to the market you follow.

🛢️
Tanker Trade Monitor
VLCC · Suezmax · Aframax · Products

Comprehensive crude and product tanker intelligence. Live freight rates across all major routes, interactive macro charts, full equity coverage of listed tanker companies and our proprietary Cycle Position framework.

Rates & Routes — VLCC, Suezmax, Aframax, Products
Strait View — house position calls and thesis
10 covered tanker stocks with deep dossiers
Cycle Position framework — where we are in the cycle
Macro tab — live charts, oil, FX, rates
LIVE NOW
⚓
Dry Bulk Monitor
Capesize · Panamax · Supramax · Handysize

Baltic Dry Index intelligence across all vessel classes. Simandou iron ore project tracker, Brazilian export volumes, Australian loadings, grain season analysis and equity coverage of listed dry bulk operators.

BDI, BCI, BSI, BHI weekly rates
Simandou project — first iron ore 2025
Golden Ocean, Star Bulk, Genco profiles
Iron ore and coal flow intelligence
Chinese steel demand tracking
COMING SOON
📦
Container Monitor
ULCV · Panamax · Feedermax

SCFI and Drewry WCI weekly tracking across all major trade lanes. Red Sea diversion impact, blank sailing intelligence, alliance structure analysis and equity coverage of listed container operators.

Shanghai Containerized Freight Index weekly
8-route Drewry WCI coverage
Blank sailing and capacity management
ZIM, Matson, Danaos equity profiles
Red Sea rerouting ton-mile analysis
COMING SOON
🔵
LNG Monitor
TFDE · MEGI · X-DF · FSRU

LNG freight rate intelligence across vessel classes. Henry Hub vs TTF spread analysis, JKM Asian benchmark, US export terminal utilisation and equity coverage of listed LNG shipping operators.

TFDE, MEGI, X-DF spot rates weekly
Henry Hub / TTF / JKM spread tracking
Flex LNG, Golar, Höegh profiles
US LNG export terminal utilisation
Qatar North Field expansion tracker
COMING SOON
Intelligence

Not just data.
Analysis you can act on.

Every update combines raw market data with original commentary and framework-driven analysis. All the relevant intelligence you need to make informed decisions on each sector of the maritime shipping market — in one place.

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01
Weekly Intelligence Brief
Delivered every Wednesday. Original commentary in boutique research house format. Rate movements, fleet intelligence, stock watch, key insight and watch points for the week ahead. Lands in your inbox and available on the platform.
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02
Live Rate Dashboard
Full freight rate grid across all vessel classes — VLCC, Suezmax, Aframax and Products. Weekly Baltic Exchange rates, broker-tracked spot fixtures, MEG fixture counts and available tonnage, with interactive hover charts on every route. Updated weekly with the latest broker market data.
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03
Macro Intelligence
Live interactive charts for the macro variables that actually move tanker rates. Brent, WTI, Brent-WTI spread, DXY, USD/JPY, Fed Funds. OPEC+ production, US exports, SPR status. Click any indicator to load its live chart.
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04
Company Intelligence Profiles
Full dossiers on every covered company. Fleet composition, quarterly earnings history, strategy, key historical moments, dividend policy and IR links. Built for investors who want to understand the business before the stock.
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05
Cycle Position Framework
Our proprietary framework tracking each tanker segment across four cycle dimensions — Demand Pressure, Effective Supply, Market Tightness and Equity Valuation. Where each segment sits in its cycle, and where the cycle is mispriced.
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06
Strait View · House Position
Our current market call. Conviction level, horizon, vehicle of expression and the full thesis behind it. What we're watching, what would prove us wrong, and how we're positioned. The trader's view, written for working traders.
Sample

This week's brief.

Click any of the six feature boxes above to preview that section of the live dashboard. What subscribers see, week in, week out.

straitintelligence.com / weekly-brief
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Dashboard preview
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Audience

Built for people who move markets.

Strait Intelligence is designed for professionals who need shipping intelligence that goes beyond generic data feeds — and investors who want to understand the sector they're trading.

🚢
Ship Owners
Track market rates across all routes, monitor competitor fleet positioning and understand where the next rate cycle is heading before fixing your vessels.
📈
Investors
Full equity intelligence on listed tanker stocks. Earnings history, rate vs stock price analysis, dividend tracking and technical levels. Trade shipping like an insider.
🏦
Charterers
Weekly rate intelligence across every major route and vessel class. TC rate trends, available tonnage and fixture counts. Fix your next cargo with better market context.
🔍
Analysts
Original research and proprietary intelligence combining broker rate data, AIS vessel positioning and equity analysis. A secondary source unlike any other.
⚡
Traders
Signal frameworks, confluence analysis and clear position action each week. The intelligence to trade shipping equities and freight derivatives with conviction.
🌍
Energy Professionals
Understand freight cost as a component of crude economics. Tanker rate intelligence directly relevant to refinery supply chains and commodity trading.
FREE Daily Briefing

The Daily
Strait View

A morning briefing tracking 26 cross-asset stress indicators alongside live shipping signals — VLCC rates, Baltic Dry, Hormuz status, physical oil spreads. Five minutes. Everything you need to know before the open.

  • → 26 macro stress indicators tracked daily
  • → Shipping intelligence woven in — not bolted on
  • → Three forward signals to watch each week
  • → Delivered before European open · Free forever

No spam. Unsubscribe anytime. We never share your email.
STRAIT INTELLIGENCE
Issue 47 · Today
The Daily Strait View
Macro stress easing as physical markets hold premium · Hormuz Signal 1 active
VIX
14.2 −1.8
MOVE
98.4 +2.1
USD/JPY
152.8 −0.4
▼ SHIPPING
MEG/West (VLCC)
WS 47 +2.0
Baltic Dry Index
1,847 +34
Brent M1−M3
+$2.14 backw.
Sample issue · 5 min read · Free daily
Founding Subscriber Programme
Early access. Introductory rate. Locked in.

Strait Intelligence is opening to founding subscribers ahead of the wider launch. Join the founding cohort to lock in an introductory rate before pricing steps up to standard. Limited initial intake — first subscribers receive priority onboarding and the lowest rate Strait Intelligence will ever offer.

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Founding
Cohort
Limited Availability
Subscribe

Choose your sector.

Subscribe to a single sector or access the full platform. All plans include the weekly brief, live dashboard, company profiles and portfolio tracker. Cancel anytime.

Single Sector
Tanker · Dry Bulk · Container · or LNG
€0.00
contact for current rate
  • Full sector dashboard access
  • Wednesday weekly intelligence brief
  • Live rate data & interactive charts
  • Company intelligence profiles
  • Cycle Position framework
  • Strait View house position calls
  • Email delivery of weekly brief
Multi Sector
Any Two Sectors of Your Choice
€0.00
contact for current rate
  • Two full sector dashboards
  • All weekly briefs across both sectors
  • Cross-sector rate correlation analysis
  • All company profiles across both sectors
  • Combined Cycle Position views
  • Priority email support
  • Members area archive access
Full Platform
All Four Sectors — Complete Coverage
€0.00
contact for current rate
  • All four sector dashboards
  • All weekly briefs across every sector
  • Full company database — all sectors
  • Cross-sector macro intelligence
  • Full members area — deep dives & archive
  • Priority email support
  • Custom briefings on request

Founding subscriber pricing available · Annual plans offered
To subscribe or for any questions contact subscribe@straitintelligence.com

FREE Daily Briefing
Get The Daily Strait View
Cross-asset stress signals + shipping intelligence. Five minutes. Before the open.