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?
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.
Independent research and commentary on freight and commodity markets — dry bulk, tanker and global commodity flows, written from Dubai.
Research featured on CNBC · BBC · global maritime & commodity conferences
Books, reports and papers — in print and in press.
Publication
The Art of Prediction will soon be published in both Korean and English.
![[The Art of Prediction | 00 ] Prologue](https://storage.ghost.io/c/3c/24/3c24ab10-88e9-45e5-a1b8-c5557f464beb/content/images/size/w800/2026/08/ghost-banner-00-prologue-1.png)
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.
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
Research note
I joined Gulf Intelligence's Daily Energy Markets podcast today. Grateful for the invitation Sean Killian Evers Medilyn Singh Stephanie Gatdula and for the sharp exchange with my fellow panelists. Bill Spindle Bora Bariman Rustin Edwards
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.”
Broadcasts, conferences and appearances — where to catch AltView next.
Full-length sessions on freight markets, forecasting and ship finance — free to watch.
Daejin Lee is one of the leading experts on global shipping and commodities. His insights and interviews have been featured live on BBC World News and CNBC, and his analysis has been cited by Reuters, The Independent and Foreign Policy.
He began his career on the dry bulk chartering desk at Hanjin Shipping, where he went on to work as an FFA trader and strategy manager. As Director of Shipping Research at S&P Global Energy in Singapore, he led the firm's core freight analytics and research — creator of the flagship Utilization Index and Freight Signal Monitor, and a lead developer of the Freight Rate Forecast (FRF) models and the Commodities at Sea (CAS) analytics platform.
He has spoken at major commodity and shipping conferences in Singapore, Copenhagen, Geneva, Tokyo, Seoul, Rio de Janeiro, Miami, Hong Kong, London and Dubai, as well as the Korea Maritime Forum at the National Assembly. He studied English literature in Seoul and London and holds a BA from Korea University.
Author of The Art of Prediction (예측의 기술, Vanni) — the forecasting principles of a front-line market analyst.
Four threads of work — from a weekly read of the market to the conference stage.
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 — occasional engagements with owners, operators and trading houses.
The weekly AltView Briefing, quarterly outlooks and occasional deep-dives. Written to be read — concise, positioned, and honest about uncertainty.
Conference keynotes, executive briefings and guest lectures on freight and commodity fundamentals — from Singapore to Geneva to Dubai.
Freight and commodity markets, decoded weekly. One email. No noise. Read by owners, charterers and traders across three continents.
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