The model applied to
live events.
Every figure is a model output. Every assumption is stated. Every number can be run with your own inputs in a demo session. Papers are published as events warrant — not on a schedule.
Analysis is published when a live event warrants it — a corridor disruption, a policy shift, a market dislocation. Papers are not time-sensitive commentary. They are applied scenario analysis that remains useful as long as the structural dependency it models is unchanged.
Tags allow you to find all papers relevant to a corridor, commodity, vessel class, or topic — regardless of when they were published.
Why the BDTI tells you tanker rates are up 156% but not which importers face binary exposure. The model fills the gap between the headline and the decision.
82% of Japan's iron ore. 74% of China's. What a 14-day closure costs, corridor by corridor, and why CII regulation makes the rerouting number worse than it looks.
Thailand's proposed Malacca alternative does not change the dependency numbers for iron ore or crude. The model shows why — and what it does change.