Next Pivot

Ships aren’t desks from IKEA. You don’t just clear a space and assemble them. You need layers and layers of suppliers. You need welders, cutters, brazers, fitters, mechanics, electricians, and more.

Busan, Korea

Wednesday, March 12th, 2025

By Tom Dyson, Investment Director

On Monday, a small container ship rammed a stationary tanker broadsides in the North Sea, just off the Yorkshire coast. The con…