Heisenbergshipping

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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 Newbuilding Price Index series (≈185 mid-2026, benchmarked against the 2007 peak, with an explicit attribution to yard utilisation and lead times rather than input costs), total orderbook scale in both CGT and dollars (≈207M CGT / US$657bn at mid-June 2026) with orderbook-to-fleet ratios through the cycle (21% now versus 10% in 2020 and 55% in 2008), per-segment orderbook penetration (LNG ≈40% of fleet, container ≈37%, PCTC ≈35%, tanker 22-30%, bulk ≈14%), reference newbuild prices by spec (ULCS 22-24k TEU ≈US$261.5M, 174,000 m³ LNG ≈US$248.5M, VLCC ≈US$130.5M, a pair of PCTCs ≈US$269M), delivery-horizon distribution (57% of vessels on order delivering after 2028; forward coverage extending from 2.5 to 3.5 years), and — per the report's own contents list — segment breakdowns, national shares, yard and owner rankings, alternative-fuel data, a price series, a three-scenario 2026-2028 forecast matrix and a data-caveats section.