Heisenbergshipping

Heisenberg Shipping (Turkey-based ship agency with an in-house shipping research/report series) — A curated global newbuilding orderbook and shipbuilding-price research series (numbered report line, e.g. HS-MR 2026/02), published as long-form sectoral analyses plus a downloadable full PDF. Observed content: half-year-on-half-year global contracting comparatives in compensated gross tons and vessel counts (H1 2025 25.9M CGT / 647 ships versus H1 2026 42.9M CGT / 1,481 ships), segment order counts (tankers 138→407, bulkers 172→285), national shipbuilding share (China 51%→72% of CGT), a Newbuild…

Heisenbergshipping offers (Alternative, Fundamental, Price, Supply Chain, Reference) — Compact and analytical: order-of-10^2 curated data points per report (segment counts, CGT totals, national shares, price index, per-segment penetration, reference prices, scenario matrix) across a numbered report series, sitting on an underlying orderbook the analysts must maintain to produce them (implied order 10^4-10^5 hull-level order records given the global scope and the yard/owner rankings). The report states the derived aggregates, not the record count..

Fleet-supply and overcapacity forecasting by segment using CGT-normalised contracting series; newbuild price and capex benchmarking for asset purchase and refinancing decisions (reference prices per spec with a price-index series); shipyard capacity, slot-availability and bargaining-power analysis; national shipbuilding share and industrial-policy tracking (China's CGT share moving 51%→72%); delivery-schedule and delivery-slip risk work from the after-2028 concentration; decarbonisation diffusion measurement via alternative-fuel order penetration per segment; scenario-conditioned supply forecasts for carrier and commodity chartering strategy; and as an independent cross-check series against larger commercial orderbook vendors, since this is a small-shop analyst view built to a stated methodology with its own caveats section.

The data is with 5 years of history.

Coverage spans Other, US, China/HK; Marine Shipping, Heavy Construction; alternative, fundamental, price, supply_chain, reference; equities, commodities, freight_derivatives.