Balsa Research

Balsa Research — Port-call and cargo-flow analysis of the Jones Act-eligible oceangoing fleet: 93 Jones Act-eligible vessels (1,000+ GT) cross-referenced by IMO number from the MARAD US-flag fleet dataset against a maritime tracking database, taking the 15 most recent port calls per vessel, with laden-versus-ballast state inferred from draft measurement at each call. Output is a service-segment classification of tanker and cargo activity (Alaska-to-West Coast crude: 14 tankers / ~44% of tanker capacity; Florida service: 20 vessels; Gulf Coast-to-East Coast; inter-Gulf; Washington-to-Californi…

Balsa Research offers (Alternative, Supply Chain, Reference) — Order 1,400 port-call observations per snapshot (stated methodology: 15 most recent port calls for each of 93 tracked vessels), each with port, time, draft and inferred laden/ballast state, plus a 93-row fleet master with type, DWT, eligibility and active/inactive classification; the analysis window is a two-month operational period as of 1 September 2025.

Refined-product market-access analysis for deficit regions (Florida has no in-state refineries and is served by 20 tankers from the Gulf Coast; California is supplied from Washington refineries); quantifying where pipeline absence forces waterborne transport, i.e. pipeline-capacity gap and infrastructure-substitution analysis; renewable-diesel trade-flow tracking for low-carbon-fuel-incentive markets; Jones Act capacity and waiver policy quantification; Alaska North Slope crude offtake monitoring (44% of tanker capacity on that route); supply-continuity risk assessment for non-contiguous US territories

Coverage spans US, Other; Marine, Oil & Gas Refining and Marketing; alternative, supply_chain, reference; equities, commodities.