3 posts
Shipbuilding
Results Deep Dive - COSCO Group 1H2026: Q2 Turns the Tide as Container Freight-Rate Momentum Improves, Ports Diversification, VLCC Profits Surge
COSCO’s first half tells two very different shipping stories: container margins are being squeezed even as congestion hits a record, while VLCC earnings surge. And with another $2.9bn of ships ordered, COSCO is still betting heavily on scale.
Maritime Insights - Why Shipowners Are Ordering VLCCs at the Top of the Cycle
VLCC contracting has moved from a relatively subdued market into the strongest ordering wave of the past decade. Owners and financial investors are therefore competing for modern capacity scheduled for delivery toward the end of the decade.
Samsung Heavy targets 2028 for first floating AI data center
Samsung is reportedly planning to launch its floating data centers in the second quarter of 2028.
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