Alternative Views.
Unbiased Insights.
Finding Blind Spots.
Guide to Better Judgment.
Research featured on CNBC · BBC · global maritime & commodity conferences
Broadcasts, conferences and appearances — where to catch AltView next.
Event
At the FIS Freight Trading Masterclass, I will take the 12 principles of prediction from my book, The Art of Prediction, and put them to work in the freight market, turning them into practical strategies for real-world freight trading.
Event
Understanding the Cause-effect Linkages and the Lead / Lag Indicators to Determine Historically High Ship Prices Underpinned by Real Cost Factors 최근 역사적으로 높은 수준을 유지하고 있는 선박 가격이 단순한 시장 사이클의 결과인지, 아니면 실제 건조 원가와 구조적인 요인에 의해 뒷받침되고 있는 것인지 살펴보고, 이를 판단하는 데 필요한 인과관계와 선행·후행 지표에 대해 이야기하려 합니다.
Event
What does geopolitical and regulatory uncertainty spell for the newbuilding market 지정학적·규제 불확실성이 신조선 시장에 미치는 영향을 주제로 패널 토론에 참여합니다.
Live trackers and scenario work — updated as events move.
AI tracked the evolution of conflict scenarios involving the U.S., Israel, Iran, and other GCC countries, illustrating how the probabilities of each scenario evolved over time and how they correlated with commodity prices, including oil.
One read a week — freight, commodities and the tape.
Fresh from the desk. Full library and archive available to subscribers.
Research note
오늘은 특별 분석으로 Strait of Hormuz를 보다 넓은 에너지 컨텍스트에서 살펴봅니다. 오늘 Gulf Intelligence의 Daily Energy Markets 팟캐스트에 참여했습니다. 초대해주신 Sean Killian Evers, Medilyn Singh, Stephanie Gatdula께 감사드리며, Bill Spindle, Bora Bariman, Rustin Edwards와의 날카로운 토론도 인상적이었습니다. (아래 이벤트 링크를 참조)
Research note
The special analysis, “A Ceasefire Window, But Not Yet an Open Door,” builds on my earlier work for Reuters and was further developed for a live
“Markets don't reward the consensus view. They reward the correct one — and the discipline to hold it before it's obvious.”
Media
[HIGHLIGHT in ENGLISH, #KBS Newsletter K Broadcast (Aug 19, 2026)] 0:00 /1:20 1× “How long will the Iran war last?
Media
중앙일보 - LNG선 호황 적어도 3년 간다
Media
I recently spoke with Dan Murphy at CNBC about the escalating situation in the Strait of Hormuz, sharing my views on the
Full-length sessions on freight markets, forecasting and ship finance.
theartofprediction
Two years ago, when the tanker market was at a cyclical low, I explained the logic of contrarian investing in cyclical markets: when ship financiers are reluctant to lend you money, that may be exactly the best time to invest. Tanker and dry bulker. Yes 2 years ago!!
Lecture
Baltic Exchange and The Institute of Chartered Shipbrokers session with nearly 1,000 registrations across Europe and Asia
A Field Guide to the Human Judgment AI Cannot Replace
by Daejin Lee
The future cannot be known.
Judgment can be trained.
What is your forecast standing on?
Available now on Amazon
One of the top voices in global freight & commodities
Featured live on BBC · CNBC · KBS
The book's principles in sixty seconds — a YouTube Shorts series.
Books, reports and papers — in print and in press.
Publication
The Art of Prediction will soon be published in both Korean and English.
Publication
This book is not an abstract treatise on forecasting. It is written from the perspective of a working analyst who has spent his career analyzing and forecasting shipping and commodity markets, grounded in the real-world challenge of making decisions with incomplete information.
Publicationwhy flexibility, not fuel favoritism, will define shipping’s path to decarbonisation. He explores the commercial, regulatory, and geopolitical realities shaping maritime’s energy transition, and why a multi-fuel approach is the only practical way forward.
Daejin Lee is a Dubai-based market analyst and author with nearly two decades of experience forecasting global commodity and shipping markets. He currently leads AltView Insights, an independent advisory firm helping decision-makers identify blind spots through unbiased insights and alternative perspectives.
He has appeared as a live expert guest on BBC and CNBC, and his analysis has been cited by Reuters, The Independent, Foreign Policy, and other leading international media. His book, The Art of Prediction, an Amazon #1 bestseller in its category, has been translated into multiple languages.
He began his career in Korea’s shipping industry, including at Hanjin Shipping, where he worked as an FFA (freight derivatives) trader and strategy manager. He later served at S&P Global Energy in Singapore as Research Director, where he built a global reputation for market analysis and played a key role in developing data-driven research tools for global commodity supply chains and freight markets.
He is a frequent invited speaker at major commodity and shipping conferences worldwide, including events in Singapore, Copenhagen, Geneva, Tokyo, Bali, Rio de Janeiro, Miami, and London.
Four ways to work with us — from a weekly read of the market to a seat at your strategy table.
Freight and commodity flows tracked, modelled and interpreted. Fleet supply, tonne-miles, port congestion and cargo data turned into a view you can trade on.
Chartering strategy, market entry, fleet planning and economic analysis for owners, operators and trading houses. Retained or project-based.
The weekly AltView Briefing, quarterly outlooks and bespoke deep-dives. Written to be read — concise, positioned, and honest about uncertainty.
Executive market briefings, conference keynotes and in-house training that bring commercial teams up to speed on freight and commodity fundamentals.
Freight and commodity markets, decoded weekly. One email. No noise. Read by owners, charterers and traders across three continents.
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