OrbitalX · GT Wings Trial output · September 2026
Five-account enrichment trial

Two of the five already bought wind. From a direct competitor.

Twelve buying signals defined by GT Wings, run across five of its strongest opportunities using free public data. Two accounts are bound4blue customers, a third sits in a group that is. The two nobody has sold wind to chose a different technology on purpose.

Compiled 27 Aug 2026 · Updated 8 Sep 2026 Sources Free / public only
01
Finding

The competitive picture

AccountWind statusSupplierPosition
Odfjell2 installed, 2 committed — and sails specified on all 4 Kitanihon newbuildingsbound4blue (Kitanihon supplier unannounced)Competitor held
Eastern Pacific2 installed — the second was the extensionbound4blueCompetitor held
Seatrans / Sea-CargoNone on Seatrans' own fleet — 3 on affiliate Sea-Cargo. WINTEGRATE demo vessel pending (01.09.2026)Norsepower; bound4blue and Norsepower both inside WINTEGRATEGroup-adjacent
TORMNone found — but owns a scrubber makerGreenfield
GearbulkNone found — deck committed to fuel tanks; parent MOL (72%) runs its own Wind Challenger hard-sail programmeGreenfield

bound4blue — a direct suction-sail competitor — holds two of GT Wings' five strongest opportunities outright, and on Odfjell sits alongside them in a Horizon Europe consortium. Norsepower holds a third by association.

Seatrans and Sea-Cargo

The rotor-sail vessels — Trans Hav, Trans Sol and SC Connector — are Sea-Cargo's, confirmed by Norsepower's own releases and sea-cargo.no. Seatrans and Sea-Cargo are the same Bergen group: Seatrans publishes the results on its own news page, its CTO is the one quoted on them, and the WINTEGRATE consortium names Seatrans directly.

Seatrans Chemical Tankers' own ten hulls carry nothing. Which cuts the right way: an unfitted fleet, the highest EU compliance cost per tonne in this set, and a CTO already on record that the technology works.

And neither greenfield account is naive. TORM owns a scrubber manufacturer and specified scrubbers on its newbuildings; Gearbulk has earmarked its spare deck space for alternative-fuel tanks. All five have made a deliberate decarbonisation technology choice. Three chose wind — from competitors. Two chose something else. None of them is waiting to be educated.

That is not a reason to walk away from any of them. A shipowner who has installed, measured and reordered is a qualified buyer with an unfitted fleet. But it changes the motion from selling a category to displacing an incumbent — and it means the two greenfield accounts deserve the attention they aren't getting.

02
Accounts

Account detail

Select an account, then click any signal square to read the evidence behind it.

03
Ranking

Our ranking

By what GT Wings can actually win, weighted by fleet size and timing — not by how good a wind-propulsion account each is.

  1. 01TORM~90–100 MR/LR product tankers on the most proven suction-sail hull class in the market, no incumbent, and a newbuilding window live for 2029–30. Decisively: a Technical Decarbonization team whose job spec includes running pilot projects on new energy efficiency technologies, and a named head of it. Caveats are real — the 2030 target is already effectively met, and they own a scrubber manufacturer. Entry is technical, via Per Moelris.Greenfield
  2. 02OdfjellDeeply engaged, technically capable, DNV-validated measurement — and ~66 of 76 hulls unfitted. The four Kitanihon newbuildings are already specified with sails; the supplier is unannounced, and with a bound4blue repeat order signed five days ago the default is obvious. If that series isn't locked it is the last open door on it. Otherwise this is a play for the next newbuild series and the ~66 retrofit candidates. Win on engineering, not price.Competitor
  3. 03Seatrans / Sea-CargoThe strongest per-vessel economics in the set — €61.66 of EU compliance cost per dwt against Odfjell's €12.87, computed from their own filed data. Near-100% EU scope, a group that already believes in wind, and a small enough organisation that one conversation reaches the decision. Ten chemical tankers caps the prize.Competitor
  4. 04Eastern Pacific31m dwt and $2.6bn across 15 decarbonisation projects, with published advocacy for wind — but bound4blue's “extension” was the Sunstone newbuild and the relationship is deepening. Much of the fleet trades outside the EEA, diluting the compliance argument. Biggest prize, longest odds.Competitor
  5. 05GearbulkGreenfield, but the hard kind. Eight hatches and four jib cranes leave little usable deck, and the spare space is earmarked for fuel tanks. No quantified target of its own (G2 Ocean, which operates the fleet, targets net-zero 2050), no decarbonisation memberships, no open vacancies, environment page unchanged since Feb 2022. And parent MOL — 72% owner since 2024 — runs its own Wind Challenger hard-sail programme, so any future wind decision has an in-house default. Nothing is hidden here: the public record is genuinely thin, and that is the finding.Greenfield

Compare this against your own ranking. Where the two disagree is the most useful conversation in the room — and it will be about winnability, not about who has the best sustainability report.

04
Money

What the compliance costs — one vessel, computed

Signal 9 run end to end on Bow Olympus (IMO 9818527), from its own filed EU MRV record. RP2025 total CO₂ 11,882 t. EU-scope emissions have grown 3.5× since 2020 — exposure rising independently of the regulation, and the two compound.

YearBaseline: fuel + ETS + FuelEUWith AirWing @16%Annual saving
2025€2,005,787€1,573,051€432,736
2030€2,220,245€1,734,076€486,169
2035€2,675,970€2,128,724€547,246
The regulatory argument nothing else can make

At f_wind = 0.97 the vessel's effective GHG intensity falls to 88.85 gCO₂e/MJ against a 2025 FuelEU target of 89.34 — it flips from non-compliant to compliant, and stays compliant until the 2030 step-down.

Wind is the only technical measure in the regulation that moves the intensity figure. A flat percentage fuel saving cannot produce that result, which is why a shipowner's own spreadsheet understates the benefit.

Fleet size tells you nothing

Signal 9 now computed on one vessel from each of three accounts. This is the single most useful output of the trial:

VesselOwnerDWTEU CO₂ETSFuelEUTotal / yr€ per dwt
Trans EmeraldSeatrans12,4308,644 t€605,080€161,390€766,470€61.66
Bow OlympusOdfjell49,12011,882 t€499,042€133,107€632,150€12.87
Pacific SentinelEastern Pacific50,3322,075 t€145,250€38,742€183,992€3.66
A 16.9× spread — and the biggest ship has the smallest bill

Pacific Sentinel is the largest vessel here and carries one seventeenth of Trans Emerald's compliance cost per deadweight tonne. Trans Emerald never leaves EU scope; Bow Olympus's transatlantic legs are half-counted; Pacific Sentinel spent most of 2025 outside Europe entirely.

The trajectories diverge just as hard: Trans Emerald −30% since 2018, Bow Olympus +249% since 2020, Pacific Sentinel −78% in a single year.

None of this is visible in fleet size, vessel size, ship type, revenue, or any news story. It is the discriminator no firmographic can reproduce — and it costs nothing.

Savings rate: the table uses 16% (Odfjell's R&D Manager, one 2,000nm leg). Odfjell's own annualised projection is 10% per ship — at 10% the 2025 saving falls to roughly €270k. Plan against 10%; 16% is the upside case. Prices are flagged assumptions — €70/EUA, $600/t bunker, 91.6 gCO₂e/MJ, 60% EU scope. Public-record inputs are hard; parameters are wired as variables so a live pull re-runs it in seconds.

05
Method

How this was built

Free public sources only. No Clarksons, no Lloyd's List, no Kpler, no Equasis. Fleet lists came from the companies' own websites; emissions from EU MRV; the installed base from the IWSA vessel list; everything else from company newsrooms, regulatory filings, trade press and the suppliers' own announcements.

Every claim on every card carries its source and a confidence grade. Where the answer is “nothing found”, the sources checked are named — so an empty cell is a result, not a gap.

Coverage
AccountEvidenceNone foundBlockedAnswered
Odfjell101112 / 12
TORM93012 / 12
Seatrans / Sea-Cargo111012 / 12
Eastern Pacific102012 / 12
Gearbulk75012 / 12

60 of 60 cells answered — every signal, every account, with evidence or a named absence.

Six performance figures, one vessel

Odfjell's Bow Olympus is quoted at 85% (biofuel, well-to-wake, one voyage), 40% (sails, best legs), 20% (sails, whole voyage), 15–20% (VP Technology, “energy-saving effect”), 16% (R&D Manager, one 2,000nm leg) and 10% — the company's own annualised projection per ship. All six traced to source. Plan against 10%; expect to be benchmarked at 16%. The number most likely to be quoted in a meeting is the wrong one, and the number that belongs in a payback model is the smallest.

OrbitalX · GT Wings · Five accounts, twelve signals · September 2026 · Free public sources only