India’s Shipbuilding Supplier Boom Is Bigger Than the Fund Report

I keep coming back to India’s shipbuilding finance push because the most interesting opportunity may not be the shipyard headline at all. The new money is important, but shipyards cannot turn long-term finance, fleet-acquisition...

GPS Jamming Losses Move From Bridge Alarm to Insurance Claim News

Sompo Japan has announced a new marine cyber insurance product that brings GPS jamming, spoofing, AIS manipulation, and shipboard system interference into the center of the marine insurance conversation. The cover, scheduled to launch...

Canada’s Arctic Submarine Bet Tests the Supplier Base naval

Canadian submarine supply chain report I think the real test in Canada’s Arctic submarine bet is not only whether TKMS can build a strong Type 212CD, but whether enough specialized suppliers can qualify, deliver,...

Hormuz Reopening Talk Runs Into Thin Tanker Traffic News

The latest Hormuz picture is mixed. On the diplomatic side, the market has fresh reason to watch for a possible interim arrangement involving the United States, Iran, and Oman. On the water, the strait...