
The End of Easy Globalisation: Bergen Maps the New Maritime Order
UnDocked: The Maritime Transformation ShowShow Notes
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.
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More from UnDocked: The Maritime Transformation Show
SummaryRecorded live at the Digital Ships Summit in Athens, Nick Chubb and Raal Harris debate whether shipping should prioritise efficiency or resilience as AI reshapes technology decisions. From vendor dependence and workforce skills to governance and boardroom accountability, they ask how operators can embrace automation without surrendering control or flexibility. CHAPTERS 00:20 IT's move from support to strategy 04:50 Episode partner: trusted fleet data 05:33 Efficiency or resilience? 09:42 Vendor lock-in and skills fade 15:14 Transforming organisations for AI 17:10 Leadership and AI governance 21:55 Measuring returns and building capability 27:11 Audience: data risks and shadow AI 32:29 Digital twins and human resilience Live at the Digital Ships Summit in Athens, Nick and Raal begin with IT's move from back-office support to strategic decision-maker. What should shipping prioritise as technology becomes more central to operations? Raal argues resilience must take priority over efficiency. Geopolitical disruption, recovery planning, vendor lock-in and skills fade can make efficient technology choices dangerously brittle. Nick calls this a false choice: resilience is unavoidable, while the bigger decision is how organisations transform for AI. That requires informed leadership, practical governance, measurable returns and capabilities beyond IT. The audience confronts shadow AI, sensitive data and digital twins built from decades of institutional knowledge. They finish by considering how technology transformation can strengthen resilience rather than undermine it. EPISODE PARTNER Better decisions start with better data. But across maritime, fleet data is still fragmented, inconsistently standardised and uneven in quality. A weak data foundation leads to unreliable decisions. The same is true for AI and analytics: they're only as good as the data they're fed. That's why getting the fundamentals right — data standards, structure and governance — has to come before scaling innovation. When leaders trust the data, they move faster, invest with more confidence and turn digital ambition into measurable outcomes. Build trusted data foundations with insight. Follow the link in the episode description. Discover data solutions from Insight.
Eman Abdalla joins Nick Chubb and Raal Harris to discuss building SeaThrew Marine, why ownership matters for safety and seafarer welfare, and what meaningful maritime transformation demands. The conversation spans operational accountability, career reinvention, decarbonisation, collaboration, incentives, technology, and the challenge of turning ambition into everyday practice at sea. CHAPTERS 03:31 Why ownership changes accountability 07:46 Commercial viability and seafarer safety 09:30 Using technology to reduce risk 11:58 Courage, culture, and difficult decisions 16:03 Why transformation fails at adoption 18:51 Transforming operations at Cargill 23:26 Turning operations into a P&L enabler 29:59 Leaving the corporate identity behind 33:12 Designing a career with intention 41:03 Decarbonisation beyond future fuels 47:55 Fixing incentives across the value chain 51:50 What effective collaboration requires 56:18 What comes next for SeaThrew Marine Eman Abdalla joins Nick and Raal to explain why founding SeaThrew Marine was the culmination of a career spanning chartering, operations, logistics, governance and strategy, and why her original ambition was not simply to advise shipowners, but to own and operate vessels herself. In Emans’s view, influence only goes so far. Charterers, managers and operators can set standards and shape behaviour, but ultimate responsibility for safety, seafarer welfare and investment decisions still rests elsewhere. Her aim is to build a business where commercial performance and operational accountability sit in the same place. The conversation moves into the practical meaning of transformation. Eman argues that technology should do more than optimise fuel consumption: drones, better data, AI and redesigned processes should also reduce risk for seafarers and improve the quality of everyday decisions. She also reflects on her time at Cargill, including the work of repositioning operations from a perceived cost centre into a function that protects and enables P&L. That required trust, stronger communication, talent development and a clear link between organisational values and daily decision-making. The discussion then turns to career identity and Eman’s decision to leave the security and visibility of a major corporate role. She describes the vulnerability of separating her own professional identity from a large company name, alongside the freedom to pursue board work, entrepreneurship and problems where she believes she can have a direct impact. Finally, the conversation examines shipping’s decarbonisation challenge. Eman argues that uncertainty over future fuels cannot become an excuse for ignoring operational efficiency today. Better voyage planning, port coordination, contractual incentives and data sharing could cut avoidable emissions now, but only if owners, charterers, ports, cargo interests and operators stop optimising their individual piece of the system in isolation. EPISODE PARTNER Compliance in maritime is too often treated as a constraint. Done properly, it's the foundation for better operational performance. The real barrier isn't the regulation — it's fragmented data and inconsistent standards, which make compliance manual, slow and reactive. Standardise the data and strengthen the governance, and compliance starts improving data quality and reducing inefficiency across the fleet, instead of just sitting on top of it. Compliance isn't the anchor holding the fleet back. It's the keel that keeps it stable — and lets you move faster with more confidence. Build compliance into every workflow with Insight.
Two maritime conferences, one city, and two perspectives on shipping's future. Nick reports from Shipping UK, where geopolitics, resilience and digital investment dominated. Raal brings insights from Demystifying AI in Maritime, exploring trust, governance and seafarer wellbeing. Together, they examine the decisions maritime leaders can no longer afford to postpone. CHAPTERS 00:00 Two conferences, one city: What you missed 01:12 Shipping UK: Geopolitics and national security 09:51 Resilience, decarbonisation and the true cost of shipping 14:01 Digital ROI: Measuring the return on technology investment 23:05 Demystifying AI in Maritime: From potential to practical application 27:47 The verification tax and AI's trust problem 30:24 Real-world AI applications and emerging risks 40:37 AI in the boardroom: Investment, accountability and people 50:31 Seafarers, shadow AI and the STEER project 55:14 AI bias and the importance of critical thinking Nick and Raal compare notes from Shipping UK, hosted by the UK Chamber of Shipping, and Demystifying AI in Maritime, organised by Intent Communications. From national security to artificial intelligence, both events raised difficult questions about how shipping prepares for an increasingly uncertain future. At Shipping UK, geopolitical risk dominated the conversation. A sobering keynote from Major General Paul Maynard highlighted the growing importance of commercial shipping to national security and the possibility that the UK may need to draw upon maritime expertise in a future conflict. But after decades of limited government investment in commercial maritime capabilities, is the industry equipped to respond? The discussion turns to resilience and an uncomfortable economic reality: shipping may need to become more expensive. Building redundancy into supply chains, preparing for disruption and funding decarbonisation all require investment. On a more practical note, Nick shares insights from his panel on digital return on investment. New benchmarking data reveals a significant jump in spending on AI and automation, while conventional IT budgets are being squeezed. Across London, Raal attended Demystifying AI in Maritime, where the conversation has matured from excitement about AI's capabilities to more fundamental questions of trust and accountability. Raal shares practical examples, including AI-powered food waste monitoring on cruise ships, alongside emerging threats from fraudulent certification, cyberattacks and information overload. A discussion with ABS also challenges the assumption that giving AI more context necessarily produces better answers. The conversation then moves into the boardroom. How should directors evaluate AI investments when the technology is evolving faster than conventional governance processes? Finally, attention turns to seafarers, who are already adopting AI tools regardless of whether their employers have formal strategies in place. EPISODE PARTNER This episode is sponsored by GTT Marine. Every integration RFP in shipping asks for a single source of truth. Almost no fleet actually wants one in practice. Why? Because, as one operator told the team at Thetius, the moment you force everything into one platform, you risk sacrificing best-in-class functionality. The great integration, the new Thetius and GTT Marine report, makes the case for something more achievable. A consistent view across the systems your teams already trust. Recommended reading for anyone running an integration RFP. Download it here.
Nick and Raal explore how LLM-native apps could reshape maritime workflows, why shipping companies are struggling to define the modern CTO role, and what CCTV, digital identity and maritime single windows reveal about interoperability. CHAPTERS 03:40 MCPs, LLMs and the future of maritime transactions 14:52 When maritime standards meet the wider technology ecosystem 18:30 Shipping’s “unicorn” CTO problem 25:44 AI-powered CCTV arrives on board 30:15 Surveillance, privacy and the social contract 36:53 The Hawthorne effect and monitoring crew behaviour 39:29 Why the Maritime Single Window still isn’t truly interoperable 49:11 AI agents, digital identity and converging workflows 52:14 Why all of this lands on the CTO’s desk 57:02 Strategic choices, resilience and avoiding technology drift The episode opens with Nick testing Princess Cruises’ new ChatGPT integration and asking what happens when the browser stops being the default interface to digital services. That leads into shipping’s search for increasingly improbable technology leaders: CTOs expected to understand cloud infrastructure, cyber security, AI, data, vendors, transformation and the operational realities of ships. Nick and Raal consider whether companies need deep maritime experience, deep technology expertise, or teams deliberately designed to combine both. The discussion then moves on board, where AI-enabled CCTV promises better safety analysis, automated evidence and reduced administrative workload while raising difficult questions around privacy, crew acceptance and surveillance. Finally, they examine the Maritime Single Window, seafarer identity and certification as examples of a wider interoperability problem. Digital systems may be individually compliant yet still fail to work together. Tickets are still available for the Digital Ship Summit in Athens. Join maritime IT leaders for practical discussion around the technology choices shaping the fleet. EPISODE PARTNER This episode is sponsored by Insight. Most organisations invest in preventing a cyber incident. Fewer can say, with confidence, how they'd keep operating on the day one happens. Insight and SmartSea build resilience so an incident is a disruption, not a shutdown — connecting technology, people and operational workflows so critical decisions can still be made even when a single system is compromised.
This week, Nick and Raal examine how geopolitical disruption is exposing hidden dependencies across shipping: from helium shortages and future-fuel investment choices to soaring freight markets and cyber risk. They also trace the global supply chain behind a Greggs sausage roll, revealing how deeply everyday life depends on maritime trade. CHAPTERS 01:03 Helium shortages and an unexpected shipping dependency 03:35 Qatar, Hormuz and the global helium supply chain 08:40 Shipping’s difficult alternative-fuel investment choices 15:20 What the newbuild engine mix says about 2050 19:00 Ammonia safety and the long road to fuel adoption 24:25 Could alternative fuels reshape tramp shipping? 40:19 The sea miles behind sausage rolls Nick opens with one of shipping’s less obvious supply-chain vulnerabilities: helium. Its role in MRI scanners, semiconductor production and aerospace makes disruption to Qatari supply more consequential than the commodity’s profile might suggest. Raal then turns to study published by the Global Centre for Maritime Decarbonisation (GCMD) and Boston Consulting Group on shipping’s fuel transition and the decisions being embedded in today’s newbuild orderbook. The pair discuss the economics of conventional fuels, LNG, methanol, ammonia and onboard carbon capture, and why carbon pricing, hydrogen costs, bunkering availability and safety requirements make a 25-year investment decision exceptionally difficult. That uncertainty raises a bigger operational question. If future fuels are available only along selected corridors and port networks, could shipping become less flexible? Nick considers whether tighter dependence on known bunkering locations could constrain tramp operations and encourage more fixed trading patterns, while Raal points to combination carriers as an example of how the industry can extract more efficiency from established routes. Nick brings that global system down to the scale of a single Greggs sausage roll, tracing ingredients and inputs across Canada, Brazil, Indonesia, Vietnam, China, India, Morocco, Ukraine and the US. The episode closes with a more immediate operational concern: a cluster of reported cyber incidents involving tankers and gas carriers. With allegations involving cargo-monitoring and control systems rather than only conventional IT or navigation, Nick and Raal discuss why cyber resilience is increasingly a safety and fleet-management issue, not simply an information-security problem. EPISODER PARTNER This episode is sponsored by Insight. Fleet IT shouldn't mean a constant cycle of hardware refreshes, scattered support contracts, and capital tied up in kit that's hard to maintain. It's the same discipline behind Insight's day-in-the-life device management on the Aroya refit — every one of 650-plus onboard devices tracked, maintained and accounted for across its lifecycle, on schedule and within budget. Insight's Ship-to-Shore IT Asset Management brings that same model fleet-wide, modernising onboard technology without upfront capital spend — shifting fleet IT from a lump CapEx cost to a predictable service. It's a smarter way to run fleet IT — freeing your teams to focus on operations, not infrastructure. Simplify your fleet IT with Insight.