Jean-Baptiste Moreau

Jean-Baptiste Moreau brings maritime industry expertise to shipping analysis from his family's generations-long involvement in French shipping before he pursued his own career analyzing the sector. After studying Naval Architecture at École Centrale Paris and working briefly in ship design, Jean-Baptiste earned his MBA from INSEAD and joined maritime equity research. His technical understanding of vessel types, maritime regulations, and shipping economics distinguishes him in analyzing this cyclical, capital-intensive industry. Jean-Baptiste spent years tracking container shipping, dry bulk, tankers, and the complex dynamics of global maritime trade. He excels at analyzing supply-demand fundamentals—orderbooks, scrapping rates, ton-mile demand—and how they drive volatile freight rates. Jean-Baptiste was early to recognize that pandemic-driven container shipping profits were unsustainable and correctly predicted the subsequent rate collapse. His analysis covers ocean carriers, port operators, shipping lessors, and the maritime services industry. He understands vessel economics, charter rates, and how shipping cycles create both opportunities and value destruction. Jean-Baptiste also tracks regulatory changes like emissions requirements reshaping the fleet. Based in Paris with frequent travel to Rotterdam and Singapore, he maintains global perspective on maritime trade connecting the world economy.