Vessels to ports: An alternative data perspective
Alex Fidgeon-Keeler, Associate (London)
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Due to tariffs, trade data has been in high demand for investors trying to monitor the impacts in real-time. This report outlines various vendors across the trade space, including the key bills of lading and trade statistics vendors. We also discuss some vessel-level datasets that may provide more timely insights into the impacts of tariffs on global trade.
Amid the uncertainty stemming from Trump’s tariffs, demand for trade data has surged as investors seek to assess the economic impact. As such, we’ve seen a considerable uptick in funds looking for insights across the shipping industry. This interest has included insights into shipping companies, which saw their stocks battered after ‘Liberation Day’ but rebounded, especially with the current cooling of the US-China trade war (90-day armistice).