https://www.oceanicim.com/the-team daily 0.75 2025-12-05 https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/1652620897111-APL5FCUYDAE88V22DKBG/unsplash-image-_h0xG4s6NFg.jpg The Team https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/1652620920946-JI3E4OIW31ZI8WEETAI6/unsplash-image--subrrYxv8A.jpg The Team https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/1652621156739-ZZR81EECAU7FTJN5VN5C/unsplash-image-tTv6Lo5uQVQ.jpg The Team https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/1652621417534-S4FPSWTA7VNDEABUGZMF/unsplash-image-79mNMAvSORg.jpg The Team https://www.oceanicim.com/introduction-to-tracs daily 0.75 2024-01-31 https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/1615227689417-1EM9EKUR25PQQYHOKZMG/unsplash-image-VBNb52J8Trk.jpg TRACS The TRACS system gives a real-time representation of global shipping movements, trade and cargo movements. Having real time data gives a significant information edge compared to published data which lag actual trade flows. TRACS outputs include: Imports/Exports broken down by type of cargo, origin and destination showing the trends since 2011 Current and estimated future tonnage distribution and surplus/deficit in major trading areas Shipping demand measured in tonnes of cargo on the water and tonne miles of transportation demand Vessel activity together with fleet utilisation and speed The output from TRACS is used for demand analysis, fleet positioning, imports/export tracking and monitoring trade patterns along with many other uses. For the most recent update of global shipping observations click HERE https://www.oceanicim.com/our-philosophy daily 0.75 2025-11-12 https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/1615305495775-UGRW8RUITW0956NACA9W/unsplash-image-WYGhTLym344.jpg Our Philosophy - “Capturing Long/Short opportunities in the cyclical shipping and energy sectors through judicious use of proprietary industry and company valuation factors” https://www.oceanicim.com/systematic daily 0.75 2021-03-10 https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/1615309133104-DXQKYGT5NT3ML64PUCE9/unsplash-image-Wpnoqo2plFA.jpg Systematic Trading - The Systematic trading strategy utilises the firm’s proprietary vessel tracking system, TRACS, to deliver an edge from real time demand and pricing data. The algorithm has been extensively developed and is now live trading 16 different products. The individual models have low or negative correlation with each other. The systematic portfolio has low correlation to equity indices and to the fundamental strategies. https://www.oceanicim.com/shippingtrends daily 0.75 2026-04-01 https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/a90c8979-a5d0-4878-8aa1-5bcc6f6e3578/Exports.png Shipping Demand Trends Chart 1 This shows the total tonnage of cargo exported and imported which is a measure of demand for cargo to be shipped. https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/ce3f606a-b839-4fef-a007-7626e2cff1e2/tonne-miles-seasonal.png Shipping Demand Trends Chart 2 Tonne Miles is the total tonnage of cargo being carried multiplied by the distance the vessels travel daily. This is a measure of the “true “demand for shipping services incorporating the amount of cargo along with the distance the cargo is carried. https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/617f23a2-8090-4bb6-aea7-cd77c8863737/yoy-tonne-miles.png Shipping Demand Trends Chart 3 This chart shows the tonne mile data as a % growth year on year, a methodology that removes the majority of the seasonality from the data. https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/d74d84be-90b8-42dd-9a3d-50444fe25637/cargo-on-water.png Shipping Demand Trends Chart 4 This chart shows the total daily amount of all cargo types loaded aboard the global fleet at any moment in time. Cargo includes crude oil and products, dry bulk, containers, LNG, LPG, vehicles and chemicals. This metric of shipping demand incorporates delays due to port congestion and slow steaming of the fleet as well as floating storage. https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/b4b4eff9-f52b-4e69-bd87-d4eb89f2ec4a/ave-speed.png Shipping Demand Trends Chart 5 The average speed of the fleet is another metric we follow; this chart shows average speed of world's seagoing fleet measured in knots. The speed is in structural decline reflecting both a rising cost of fuel and the tightening emissions regulations forcing the fleet to slow down to reduce emissions. In the short term however, when utilisation tightens and rates improve then vessels will speed up to take advantage of the higher earnings potential, so optimum speed is a dynamic factor. https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/2c76bf91-75d5-47ea-bd61-ad1e123e1dde/Congestion.png Shipping Demand Trends Chart 6 Congestion has been an important factor over the last few years as Covid prevented the normal operation of ships and ports during 2020 – 2021. Since 2022 congestion has unwound - making the fleet more efficient and able to absorb the additional demand experienced in 2023 and 2024. https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/e3733dfb-b9d0-4fc0-ac1a-a92ddf84146a/Panama+Canal.png Shipping Demand Trends - Chart 7 Chart 7 The Panama Canal suffered drought conditions in 2023 and early 2024. https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/66c59f6e-38f8-434e-b603-6ed4242e81e1/Suez+Canal.png Shipping Demand Trends - Chart 7 Chart 8 The Houthi attacks on shipping have forced much of the Suez Canal traffic to go round the Cape of Good Hope since the end of 2023. https://www.oceanicim.com/contact daily 0.75 2022-01-20 https://www.oceanicim.com/news daily 0.75 2025-04-24 https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/81df25b7-0c45-436c-a093-eaa798db2779/Screenshot+2025-04-17+113701.png https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/cf31424e-b303-4a31-89e9-c4054a98caf5/Screenshot+2025-04-17+093918.png https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/fd2b62b6-3f8b-458b-8b3f-81e0d4bfd47c/Winner_Badge_0424_Equity_3_Oceanic+%28002%29.jpg https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/4b001779-825e-4a94-a7af-01fbc319f75c/Oceanic+Investment+Management.jpg https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/dbf25f5e-e45f-40f6-81c2-8607e21bf755/News1.png https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/1b5256e7-0074-40e3-aa54-f34dbde09efc/News2.png https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/e881b349-7222-453b-9963-e92648f7912f/Suez+Canal.png https://www.oceanicim.com/new-page-1 daily 0.75 2022-03-09 https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/1644854547560-7GF0ZAKXQLNRYVM8DAMI/unsplash-image--s1w1SguZTI.jpg Responsible Investing https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/1644854828814-7XLZD7J6RKLTPP6HT5AA/unsplash-image-_h0xG4s6NFg.jpg Responsible Investing https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/1644854746348-EVOXYSSYAJDY41HINTZA/unsplash-image-sfjS-FglvU4.jpg Responsible Investing https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/a0f5cab1-37ab-4818-97ed-1f950a26f214/Oil+and+natural+gas+investment+oceanic+website.png Responsible Investing https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/fea8850f-948f-447e-bd1c-7190a972aeb4/Clean+energy+and+infrastructure+investment+oceanic+website.png Responsible Investing https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/778f5150-8ccb-4fea-b396-baa69e47131e/oceanic+responsible+investing+web+page.png Responsible Investing - Make it stand out Source: UK Oil & Gas Authority https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/3e352c36-7880-4051-bbb8-827ed7b51ca9/Average+GHG+emissions+responsible+investing+web+page.png Responsible Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/9a17bfdf-fb1b-494e-80d6-574080e70149/average+steaming+speed+responsible+investing+web+page.png Responsible Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/7af6ae68-c240-464e-9864-a286610e0419/total+world+fleet+emissions+responsible+investing+web+page.png Responsible Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oceanicim.com/home daily 1.0 2025-11-12 https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/467a4d05-1779-4df2-9787-fe1f787e2147/Oceanic+Investment+Management+%281%29.png+smaller+text.png Home https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/ff77aee1-8ef2-4c1f-97fd-172b183545fa/Oceanic+Investment+Managerment+edited.jpg Home https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/311332b7-44f7-4302-9bb1-8cd9ba021ae3/Specialising+in+Shipping.png+adjusted.png Home https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/1715608187984-ZZBDGYSUFD7Y4LSGM72H/image-asset.jpeg Home https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/1762960483713-ZEMPZUS5XSHQ6XSMSBN8/unsplash-image-pONBhDyOFoM.jpg Home https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/1762960602037-EBSA3O64WCU44S3IY9KZ/unsplash-image-3J2FB7BItdA.jpg Home https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/ad2e4ad0-9226-452b-8306-fb06e22447ba/Oceanic+TRACS+image.png Home - TRACS Over a decade of real-time vessel tracking. The TRACS system utilises satellite tracking data, vessel and port databases, and predictive analytics to monitor the activity of the global trading fleet on a real time basis. Oceanic has been developing TRACS since 2011 and has over a decade of comprehensive data on shipping movements and seaborne trade. Each vessel transmits AIS data which contains information on location, speed, direction, destination, draft and a timestamp. TRACS captures shipping data on a hourly basis for 40k+ vessels from sectors such as Tankers, Bulkers, LPG, LNG, Containers & Vehicles, Offshore Rigs and Support Vessels. https://www.oceanicim.com/our-story daily 0.75 2025-11-12 https://www.oceanicim.com/the-team-1 daily 0.75 2023-01-13 https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/a43edec6-f6ea-4d87-8a1d-06fe8548cc20/DSC_2163.jpg The Team https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/18d65a5b-4227-4114-8619-adfc0fbb4b71/DSC_2134.jpg The Team https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/c227b440-276b-4c25-bc81-8f68a66226e0/DSC_2228.jpg The Team https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/23b40079-1e0c-4ead-87a2-d52496b888a7/DSC_2257.jpg The Team https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/50f29462-0642-4060-b8f0-31ab5ef0a250/DSC_2312.jpg The Team https://images.squarespace-cdn.com/content/v1/6045f5fe6a4eea1331e8f2a6/98369eea-0509-4192-98b1-e2ebc61dee64/DSC_2165.jpg The Team https://www.oceanicim.com/cato-brahde daily 0.75 2023-01-13