In this episode, Nick Chubb brings Raal Harris up to speed on a wave of recent maritime tech M&A deals. They start with Marcura’s acquisition of Brightwell Navigator, unpacking why cruise is such a hard market to crack and how crew payments and procurement could open doors for cross-sell. The pair debate whether cross-selling in shipping ever really works, given entrenched silos and slow decision cycles.
They then turn to STAR Information Systems’ acquisition of Sharecat, exploring the importance of clean, enriched data for maintenance and asset management, and why “garbage in, garbage out” matters more than ever in a post-AI world. Polestar’s move into marine insurance with Clearwater Dynamics prompts a discussion on risk visibility, while Xeneta’s purchase of eeSea sparks a deep dive into enforced transparency, supply chain resilience, and why schedule reliability data is becoming as critical as freight rates.
Nick and Raal also dissect the fast-changing satcoms market, where Project Kuiper’s arrival has already forced Starlink into a price rethink. They consider what happens when bandwidth at sea becomes a commodity, and whether Elon Musk’s dominance will hold against Jeff Bezos’ Amazon-backed play.
To wrap up, they spotlight a first-of-its-kind green ammonia bunkering operation in China. With early tests showing up to 95% emissions reduction, they weigh the fuel’s promise against its challenges and scalability.
