The Flow Report
Live IntelligenceCommodity intelligence · Vessel tracking · Physics-informed analytics · Spatial intelligence
63 analysis reports
Congestion Tracker
Recurring figure: where queue pressure is distorting commodity flows right now.
Singapore leads with 40.8h median wait and 799 vessels waiting.
Vessel-Class Kinematic Signatures: Tanker Noise, Bulk Precision, and the 6× Gap Where Spoofing Hides
Kinematic fingerprinting treats each vessel class as its own behavioral distribution. Across 1,555 vessels at Santos and 804 globally, residuals vary by 6× and the prior-vs-actual divergence hits 6.6×. A full atlas of tanker, bulk, general cargo, "other", LNG, and load-state signatures....
Draft-Survey Commodity Flow Estimates: 13.2M Tons at US Gulf, 2.4M Tons at Newcastle, and the Mississippi Spring Constraint
The draft-survey method estimates cargo from the difference between arrival and departure drafts via AIS. Across 1,705 US grain vessels and 35 Newcastle coal carriers, the estimate arrives eight weeks before USDA. The Mississippi spring constraint exposes the method's weakest assumption.
Vessel Identity Risk: How Flag State, Class Rarity, Phantom Fleets, and Name Changes Each Contribute to the Same Sanctions Exposure
Flag state stratifies fleets from 19.8 to 31.2 average risk. LNG critical rate is 5.3× tankers. Six fully anonymous vessels score 100. Twenty-two renames and five MMSI swaps in 30 days — four compounding identity signals, not one.