Shipping’s AI forecasters run into the limits of history

Splash 2476 Aug 2026Macro
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Machine learning is improving freight-rate forecasting, but shipping’s volatility remains beyond the reach of any model. A review of 28 studies published between 2012 and 2024 found growing use of vessel supply, commodity demand, bunker prices and economic indicators to predict markets. Yet it also concluded that geopolitical shocks, regulation and sudden supply disruptions cannot …