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Independent research, market intelligence and advisory for shipowners, traders and charterers — covering dry bulk, tanker and global commodity flows from Dubai.
Research featured on CNBC · BBC · global maritime & commodity conferences
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Freight and commodity flows tracked, modelled and interpreted. Fleet supply, tonne-miles, port congestion and cargo data turned into a view you can trade on.
Chartering strategy, market entry, fleet planning and economic analysis for owners, operators and trading houses. Retained or project-based.
The weekly AltView Briefing, quarterly outlooks and bespoke deep-dives. Written to be read — concise, positioned, and honest about uncertainty.
Executive market briefings, conference keynotes and in-house training that bring commercial teams up to speed on freight and commodity fundamentals.
Fresh from the desk. Full library and archive available to subscribers.
“Markets don't reward the consensus view. They reward the correct one — and the discipline to hold it before it's obvious.”
Full-length sessions on freight markets, forecasting and ship finance — free to watch.
Lectures will appear here — publish a post with the internal tag #course.
Daejin Lee is one of the leading experts on global shipping and commodities. His insights and interviews have been featured live on BBC World News and CNBC, and his analysis has been cited by Reuters, The Independent and Foreign Policy.
He began his career on the dry bulk chartering desk at Hanjin Shipping, where he went on to work as an FFA trader and strategy manager. As Director of Shipping Research at S&P Global Energy in Singapore, he led the firm's core freight analytics and research — creator of the flagship Utilization Index and Freight Signal Monitor, and a lead developer of the Freight Rate Forecast (FRF) models and the Commodities at Sea (CAS) analytics platform.
He has spoken at major commodity and shipping conferences in Singapore, Copenhagen, Geneva, Tokyo, Seoul, Rio de Janeiro, Miami, Hong Kong, London and Dubai, as well as the Korea Maritime Forum at the National Assembly. He studied English literature in Seoul and London and holds a BA from Korea University.
Author of The Art of Prediction (예측의 기술, Vanni) — the forecasting principles of a front-line market analyst.
Freight and commodity markets, decoded weekly. One email. No noise. Read by owners, charterers and traders across three continents.
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