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.
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.