The Suez Canal Episode

In this emergency two-part episode around the ongoing Suez Canal event I speak to two alternative data providers that are perfectly positioned to provide insight to investors.

First up, I speak to Stellios Stratidakis of MarineTraffic, a company that maps the data provided via the transponders aboard all the ships afloat at any given time. Along with the historical data and additional intelligence it layers on top, MarineTraffic should be the first port of call for anyone seeking to understand the situation on the water.

In the second part I speak to Philippe Pagnotta of Shipfix, a data provider more focused on the order and pricing data related to the shipping markets, with a particular focus on the dry sector.

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