Nortilus
Independent research on listed shipping and offshore equities: a weekly market update, quarterly earnings previews and company notes. Models and data at nortilus.com.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 113 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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nortilus.substack.comLatest Issues
Valuation Monitor: November 2026
This is the first edition of the Nortilus Valuation Monitor, our new monthly look at where every company we cover trades on assets, earnings and dividends, and how sensitive those valuations are to freight rates and ship values. Prices are...
Weekly Market Update: Week 44
The Fed pauses as inflation keeps rising, the US prepares “another little Epic Fury” while diplomacy restarts, and Iran blacklists Sinokor, the largest carrier of crude out of Hormuz.
Key takeaways
Dry Bulk: Sector Overview
Capesize has given back its Q3 peak, but the curve, the period market and breakevens still leave the ten listed owners we cover comfortably in the money. The 2027–28 delivery wave is the main thing to
Key takeaways
Weekly Market Update: Week 43
The US and Israel prepare a new round of strikes on Iran as Houthi attacks hit Saudi Arabia and Brent tops $113; Washington moves to “convert” dark fleet tankers, and AI fears push the US 10yr back be
Key takeaways
LPG Tankers: Q3 '26 Earnings Preview
Record VLGC rates are flowing through to Q3 earnings and point to an even stronger Q4: we like Dorian and BW LPG in the short term, while Navigator is the cheapest on NAV but not on earnings.
Key takeaways
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Nortilus.
| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Nortilus Independent research on listed shipping and offshore equities. Covering around 40 listed shipping and offshore companies across dry bulk, tankers, gas, containerships and offshore.
Frequently Asked Questions
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