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.
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 based in Dubai, where he leads global research and advises organizations involved in global commodity supply chains. He began his career at Hanjin Shipping as an FFA derivatives trader and strategy manager. He later joined 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 has appeared as a live expert guest on BBC and CNBC, and his market insights have been cited by Reuters, The Independent, and other leading international media. He is also 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.
Author of The Art of Prediction (예측의 기술, Vanni) — the forecasting principles of a front-line market analyst.
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