Australian Resources: Where is Iron Ore cost support? & Spot Scenario

Research evidence excerpt

Australian Resources: Where is Iron Ore cost support? & Spot Scenario

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Global Maritime Cargo Monitor (>Access Dataset)

This report leverages the following UBS Evidence Lab asset: Global Maritime Cargo Monitor.

UBS Evidence Lab uses hourly AIS (Automated Information System) data to monitor the

locations of more than 35,200 commercial maritime vessels (tankers, bulkers, containers) sailing

around the globe. Each ship has a unique identification number (IMO number) which is

connected to vessel characteristics data including cargo type, size, and capacity in order to

calculate the quantity and aggregated cargo tonnage (DWT) moving through global maritime

points of interest (regions, ports, and choke points). UBS Evidence Lab has conducted thorough

benchmarking and has designed proprietary cleaning techniques to ensure the data is accurate

by reducing the noise associated with AIS data. Extensive research is done at the company level