Supply chain strain, training uncertainty & navigation reality

$600 Ship Data Collection, Digital Literacy, and Preventive Healthcare

Nick and Raal discuss leadership change at Hafnia, falling costs for onboard vessel data collection, the continuing debate over software ecosystems versus single platforms, digital literacy and STCW reform, AI governance after Anthropic’s Fable withdrawal, and why preventative healthcare could reshape medical screening for seafarers and maritime professionals. CHAPTERS * 00:52 Michael Skov steps down as Hafnia CEO * 03:27 Episode Partner: GTT Marine * 04:12 A $600 shipboard data logger changes the economics of vessel data * 07:25 Edge computing, bandwidth and why raw data isn't the answer * 10:05 Best-of-breed software versus the single platform vision * 13:15 Why maritime technology moves in cycles of convergence and divergence * 16:25 Software procurement, organisational silos and buying decisions * 22:20 Nick's Neko Health scan and the future of preventative medicine * 27:45 Could advanced health screening become standard before going to sea? * 30:33 Digital literacy: shipping's overlooked transformation challenge * 34:25 Data literacy, statistics and why dashboards can mislead * 38:35 Compliance versus competence in maritime training * 42:15 STCW reform and preparing seafarers for technologies that don't yet exist * 47:55 Anthropic's Fable model and the AI capability leap * 53:20 AI infrastructure, government intervention and vendor dependence This week Nick and Raal begin by reflecting on Michael Skov's departure as CEO of Hafnia after sixteen years leading the company from startup to the world's largest chemical tanker operator. They discuss the leadership lessons behind that journey before turning to one of the more significant technology developments of recent weeks: dramatically cheaper onboard data logging that could make high-frequency vessel performance data accessible across a much larger share of the global fleet. The conversation then returns to one of shipping's enduring technology debates—whether owners should pursue integrated software platforms or assemble best-in-class ecosystems connected through APIs. Drawing on recent industry commentary, they explore vendor lock-in, procurement strategy, organisational silos and why AI may make interoperability easier than ever. Nick also shares a firsthand experience with an AI-enabled preventative health assessment, prompting a wider discussion about the future of seafarer medical screening, preventative healthcare and whether technologies of this kind could eventually reshape the ENG1 process. Finally, the discussion turns to digital literacy, data literacy and the ongoing revision of STCW. The hosts examine why technology adoption remains fundamentally a people challenge, why understanding data is becoming as important as using software, and what the industry's latest research reveals about the growing gap between formal training and operational reality at sea. They close by exploring the brief release—and rapid withdrawal—of Anthropic's Fable model, considering what it means for AI governance, cybersecurity and the future of critical digital infrastructure. EPISODE PARTNER  This episode of Undocked is brought to you by GTT Marine. Download The Great Integration, the latest report from Danialk and Thetius, exploring how fragmented technology systems affect decision-making across shipping, and what owners can do about it. Learn more at https://gttmarine.fr [https://gttmarine.fr].

Adaptive Learning and the Death of the Manager: UnDocked Live from Bergen

Nick and Raal mark Undocked’s first live episode from Bergen with two competing visions for AI in maritime: scalable human expertise and the decline of middle management. The discussion explores performance data, adaptive learning, digital twins, shipboard roles, and why technical judgement may matter more as AI becomes operationally embedded. CHAPTERS * 00:28 Norway anniversary and the Bergen live episode * 02:02 Preparing for a 20-minute live Undocked * 05:10 AI, workforce needs, and the human factor * 06:15 Live Undocked begins at BISC * 07:34 Raal’s idea: scaling human capital * 08:00 Arm farms, observation, and performance data * 10:58 Training, adaptive learning, and needs analysis * 13:35 Digital twins and transferable expertise * 15:04 Nick’s idea: the death of the manager * 16:20 AI-led organisations and the changing middle layer * 20:01 Meat layer, execution work, and maritime application * 22:43 Technical expertise and Gell-Mann amnesia * 24:56 Debriefing the live session * 29:04 Why shipping follows other sectors * 31:08 Prototyping adaptive learning * 32:55 Reflections on live formats and future events EPISODE SHOWNOTES This episode begins in Bergen, where Nick and Raal revisit Undocked’s Norwegian origin story and reflect on the challenge of taking an intentionally loose, edited podcast format onto a live conference stage. The brief from the Bergen International Shipping Conference was simple but unforgiving: twenty minutes, two big ideas, and no room for the usual rambling. The live discussion centres on AI and the maritime workforce. Raal argues that AI will not simply replace human capital, but make expertise more observable, transferable and scalable. Starting from the unsettling image of an “arm farm”, he reframes machine observation as a possible route to better performance data, sharper training needs analysis and adaptive learning pathways built around the individual rather than rank-based progression. Nick takes the more provocative line, imagining a future in which AI moves from helpful assistant to organisational operator, leaving humans to provide execution, accountability, governance and trust. His “death of the manager” thesis asks what happens when AI becomes better at measuring performance, turning strategy into plans and monitoring outcomes than the human middle layer currently doing much of that work. The conversation closes on the maritime consequences: shipboard roles, the risk of further gigification, the enduring need for technical work, and the importance of knowing when AI is wrong. In a safety-critical industry, the episode lands on a pragmatic tension: AI may remove some layers of work, but it will also raise the premium on judgement, challenge and domain expertise. EPISODE PARTNER This episode of Undocked is brought to you by IEC Telecom. IEC Telecom delivers integrated multi-orbit connectivity for maritime and offshore operations, bringing LEO and GEO networks together into reliable, flexible systems for vessels at sea. Learn more at iec-telecom.com [http://iec-telecom.com]

The End of Easy Globalisation: Bergen Maps the New Maritime Order

Nick and Raal report from Bergen after Undocked’s first live stage appearance, capturing interviews with Michael Beckley, Sabrina Chao, Andreas Enger, Julian Bray, Pia Melling and Göran Persson. Across geopolitics, China, ammonia, ship management, market cycles and climate, the episode asks how shipping shifts from efficiency to resilience. CHAPTERS 00:42 — Welcome back from Bergen 01:38 — Setting the scene: Maritime Bergen and Undocked Live 03:15 — Why geopolitics dominated the agenda 04:23 — Michael Beckley on shipping, security and great power tension 07:44 — The three tailwinds turning into headwinds 09:23 — AI, productivity and the limits of comparison 11:35 — Decarbonisation, energy security and global rules 16:38 — Raal and Nick reflect on resilience over efficiency 19:14 — Sabrina Chao on China, Norway and maritime collaboration 23:03 — China’s green transition and the need for regulatory certainty 26:53 — Shipping as a model for global cooperation 29:17 — Nick and Raal unpack China’s maritime position 31:15 — Andreas Enger on China, ammonia and shipbuilding capacity 38:04 — Chinese dominance in shipbuilding and the risks of disengagement 40:27 — Höegh Autoliners’ ammonia-ready future 42:20 — One hundred years of adaptation at Höegh 47:19 — Leadership, transformation and making the right decisions 56:18 — Julian Bray on risk, cash and market cycles 1:00:17 — Why this is not quite 2008 again 1:03:25 — Pia Melling on ship management, services and adaptability 1:07:33 — Why more owners are outsourcing specialist services 1:10:03 — Energy-saving technologies and practical decarbonisation 1:12:19 — AI, learning and changing work at sea and ashore 1:17:02 — Göran Persson on global institutions and shipping’s role 1:20:15 — Making shipping visible through green leadership 1:21:43 — Final reflections: avoiding groupthink and widening perspectives SHOWNOTES This special episode comes from Bergen, where Nick and Raal recorded quick-fire conversations with speakers from Maritime Bergen. Michael Beckley sets the geopolitical frame: the tailwinds of globalisation, demographics and industrial productivity are weakening, pushing shipping to think more about resilience than efficiency. Sabrina Chao brings a Chinese perspective on collaboration, regulatory certainty and decarbonisation, while Andreas Enger grounds the China discussion in ammonia, shipbuilding capacity and Höegh Autoliners’ long-cycle approach to transformation. Julian Bray looks at market risk and why today’s stronger balance sheets make this cycle different from 2008. Pia Melling explains how ship management is evolving as owners seek scale, specialist services and practical support with energy efficiency, crew welfare and AI. Finally, former Swedish Prime Minister Göran Persson argues that shipping must become more visible by leading on green transport, investment and innovation. Together, the episode captures an industry adapting to a more fragmented world while trying to keep sight of long-term transformation. PARTNER MESSAGE Connectivity shouldn’t mean more complexity. IEC Telecom’s OptiView gives maritime teams complete visibility and control over onboard networks, helping manage bandwidth, prioritise critical applications and optimise fleet performance from one intuitive interface. No guesswork, no wasted bandwidth — just smarter network management. Click here to check out Optiview. [https://iec-telecom.com/en/value-added-services/optiview/]

What's the difference between R&D and Innovation? Lomar Labs has the answer

Stylianos Papageorgiou of Lomar Labs joins Nick and Raal to explain how a ship owner can help maritime startups move from promising prototypes to usable technology. The conversation covers the Compass programme, onboard testing, energy transition, autonomous systems, seafarer engagement, and why innovation only matters when it solves operational problems. CHAPTERS * 00:27 Introduction to Stylianos Papageorgiou and Lomar Labs * 01:24 Lomar’s 50-year history and appetite for change * 02:42 Episode partner: GTT Marine * 03:21 Why Lomar built its own venture lab * 09:35 Using a changing fleet as a testbed * 11:34 How Lomar Labs works with startups * 14:08 Choosing problems worth solving * 16:14 Building the Compass programme * 17:56 R&D, innovation, and procurement * 20:38 The three pillars: technical risk, commercial readiness, and funding * 25:40 Portfolio focus: future of work, energy, and emissions * 29:47 Testing technology on ships without overwhelming operations * 31:09 Seafarer feedback and onboard experimentation * 33:41 What makes a startup worth backing * 37:22 Commercialisation, pricing, and market realities * 39:15 Regulation, timing, and the energy transition * 46:46 Future of work at sea * 49:45 Autonomous navigation and alarm overload * 51:10 Signal Fusion, behavioural data, and human judgement * 53:27 Automated audit trails and the limits of measurement * 54:01 The long-term vision for Lomar Labs * 55:56 How shipping can better support innovation * 58:23 How startups and shipping companies can reach Lomar Labs This episode begins with Stylianos Papageorgiou, managing director of Lomar Labs, drawing a sharp line between R&D and innovation: one creates knowledge, the other turns it into viable businesses. It is a useful distinction for shipping, where promising technology often struggles to survive contact with operational reality. Nick and Raal explore why Lomar built its own venture lab rather than joining an accelerator or investing through a fund. Stylianos explains how the Compass programme gives startups structured access to ships, crews, class, flag, and commercial feedback — without demanding exclusivity, discounted first units, or shared IP. The conversation moves from model to mechanics: technical de-risking, commercial readiness, funding pathways, and the floating laboratory Lomar uses to test modular technology onboard without disrupting day-to-day operations. There is also a clear focus on seafarers, who are not treated as passive subjects of innovation but as critical users whose feedback can shape whether a product works. The episode closes on regulation, energy transition, autonomous systems, and founder discipline. Stylianos argues that startups should solve problems shipping genuinely values, not simply wait for regulation to force adoption. For shipowners, the lesson is equally pragmatic: innovation needs managed risk, real assets, and enough patience to let useful ideas mature. EPISODE PARTNER This episode of Undocked is brought to you by GTT Marine. The Great Integration, a new report from Danalec and Thetius, looks at how fragmented systems are eroding decision quality across shipping — and what owners can do about it. Learn more at gttmarine.fr [http://gttmarine.fr].

Posidonia, AI Hype and the Technologies Shipping Is Actually Buying

This week,  Raal and Nick catch up as Posidonia 2026 gets into full swing. With Nick reporting live from Athens and Raal experiencing Posidonia FOMO from afar, the conversation explores what’s really happening beneath the headlines. From the explosion of AI messaging across the exhibition floor to the technologies that are quietly moving from concept to commercial reality, this episode separates hype from substance. They discuss why governance is becoming the defining challenge for AI adoption, how simulation technology is reaching new levels of realism, why condition-based maintenance may finally be having its moment, and what recent industry deals tell us about the future direction of maritime software. Along the way, they examine why alternative fuels seem to have disappeared from centre stage and what has replaced them as shipping's immediate priority. Chapters 00:00 Live from Posidonia: Raal's missing, Nick's roaming 02:00 AI everywhere: genuine innovation or marketing necessity? 05:00 What separates serious AI solutions from AI wrappers 09:00 From ideas to products: when does innovation become commercial reality? 12:00 Why shipping only solves problems when they become unavoidable 14:00 Hot or Not: the technologies dominating Posidonia 2026 17:00 Alternative fuels are out. Vessel performance is in. 18:00 Simulation technology is getting frighteningly realistic 23:00 Why great simulations don't always need great technology 26:00 AI governance moves from theory to business priority 28:00 Kaiko's acquisition and what it says about maritime software consolidation 38:00 Condition-based maintenance may finally be ready for prime time 41:00 Why inspections are becoming valuable data sources 44:00 Looking ahead to Bergen Shipping Conference This episode is brought to you by KVH. Delivering resilient connectivity, data, and insights to keep maritime operations connected, informed, and moving, wherever you are. Learn more at kvh.com [http://kvh.com].