Marine Research

Independent Research Across Marine Markets

Marine equity coverage and sector insight spanning shipping, hard-asset due diligence, bespoke valuations, and strategic corporate engagements.

Where Carbon Data Becomes Strategy

Marine Equity Coverage

Frontline Ltd.

FRO

Ardmore Shipping Corp.

ASC

Kirby Corporation

KEX

Teekay LNG Partners LP

TGP

GasLog Partners LP

GLOP

Euronav NV

EURN

Navigator Holdings Ltd.

NVGS

Triton International Ltd.

TRTN

GasLog Ltd.

GLOG

Golar LNG Partners LP

GMLP

DHT Holdings, Inc.

DHT

Dorian LPG Ltd.

LPG

CAI International, Inc.

CAI

Golar LNG Limited

GLNG

About Our Research

Whether it’s long-term due diligence on hard asset investments, bespoke asset valuations or fairness opinions, capital introductions, or corporate engagements, our unique position in the market gives us a valuable perspective to offer our clients.

Equity Research

Tankers: Let’s Go! Cosco Sanctions Create A Material Supply Catalysts For The Group

October 9, 2019

Equity Research

LNG Update: Frozen 3? Keeping An Eye On Budgeting Process For Arctic 2

December 5, 2019

Equity Research

KEX Q3 Earnings Preview: Stalled Q3 Inland Pricing May Muddle KEX’s Quarter (6 Pages)

October 22, 2019

Equity Research

LNG Update: Cargo Shut-In At Sempra’s Cameron LNG

November 6, 2019

​Recent Highlights

Recent Insights, Datapoints & Project Updates

Key research, market intelligence, and client calls covering LNG, infrastructure, and emerging energy sectors.