Shorter pieces, written when there is an occasion rather than on a schedule. Three kinds: what we measured and what it did or did not show; how we work, so a trial can be set up and read properly; and what is changing around fleets — regulation, markets, events — with our assessment marked as ours.
Where a piece concerns one operating environment, it links to the page for that environment rather than repeating it here. Weak and inconclusive results appear on the same terms as good ones.
What Germany’s CO₂ price adds to a litre of diesel today, the two rules on the table for 2027, and what the EU’s second emissions trading system changes from 2028 — with every draft marked as a draft.
DSV has extended its use of CMA CGM’s biofuel-based ACT+ offer — a good approach. What low-carbon fuel, conversions and new ships cost, and what that leaves for the many ships that will not be converted.
The Hormuz disruption did more than raise spending — it raised the fuel share of the cost base, and that exposure stays. Where low-CAPEX efficiency measures fit, and where they do not.
A commercial insurer reads the transition from the claims side: electric vehicles cost more to repair, and no alternative marine fuel rates well across the board. What the report does not cover is our own category — and we say so.
The blog is commentary. The measurements, their limits and the documents behind them live in the evidence section.