Tanker market insights as Gulf conflict continues and UAE leaves OPEC

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In this episode: As the Iran and US/Israeli ceasefire tentatively holds, so do the blockade of the Strait of Hormuz. Angelica Kemene, head of market and climate strategy at Optima Shipping Services joins Wavelength host Craig Eason to discuss the ongoing impact on the tanker market rates and how the UAE leaving OPEC could impact trades once the Strait of Hormuz opens. Read more: Tanker market finds delicate balance as oil prices surge to multi-year highs [https://www.tradewindsnews.com/tankers/tanker-market-finds-delicate-balance-as-oil-prices-surge-to-multi-year-highs/2-1-1983360] Read more: Oil surges as blockades set to cause months of disruption [https://www.tradewindsnews.com/tankers/oil-surges-as-blockades-set-to-cause-months-of-disruption/2-1-1983078] Industry climate talks. have been continuing in London for the last two weeks with the sides seemingly well entrenched in their positions not putting talk of compromise into action. Can the net zero framework be saved? Or is it back to the drawing board. Craig talks to UCL professor Tristan Smith about the outcome of the two weeks and TradeWinds risk correspondent Paul Peachey is int he studio having been canvassing opinions in the corridors of the IMO over the last week Read more: IMO chief urges nations to bridge gaps and clinch shipping decarbonisation deal [https://www.tradewindsnews.com/sustainability/imo-chief-urges-nations-to-bridge-gaps-and-clinch-shipping-decarbonisation-deal/2-1-1981666] Read more: Don’t expect too much out of the IMO this week [https://www.tradewindsnews.com/opinion/don-t-expect-too-much-out-of-the-imo-this-week/2-1-1980350] And Holly is back with another episode of Granular, this time from Geneva Dry Producer and host: Craig Eason Additional reporting: Paul Peachey, Yannick Guerry and Holly Birkett A TradeWinds/DN Media podcast ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Energy transition, Greece v IMO and the shadow of 2008

In this week's episode of TradeWinds Wavelength podcast Can Greece get what it wants from the IMO when it comes to changing the Net-Zero framework? We heard from George Procopiou, Maria Angelicousis, IMO secretary General Arsenio Dominguez and Bo Cerup-Simonsen, head of the Maersk-McKinney Moller Centre for Zero Carbon Shipping: Read more: Big name shipowning trio turn guns on ‘asinine’ Net-Zero Framework [https://www.tradewindsnews.com/people/big-name-shipowning-trio-turn-guns-on-asinine-net-zero-framework/2-1-1997764] ‘Unbroken optimism’: IMO boss defies ‘negativity’ to green plan [https://www.tradewindsnews.com/sustainability/-unbroken-optimism-imo-boss-defies-negativity-to-green-plan/2-1-1997546] Is shipping living in the shadow of another 2008 market crash? To get an angle on that, we hear from Harry Vafias, CEO, The Vafias Group, Polys Hajioannou, Chairman & CEO, Safe Bulkers, Takeshi Hashimoto, Chairman of the Board, Mitsui O.S.K. Lines and Andrian Dacy, CEO & CIO, J.P. Morgan Asset Management's Global Transportation Group Read more: ‘Euphoria time’: Echoes of 2008 and the canary in the coal mine [https://www.tradewindsnews.com/finance/-euphoria-time-echoes-of-2008-and-the-canary-in-the-coal-mine/2-1-1998418] More cash in shipping than ever before, says Clarksons Research chief [https://www.tradewindsnews.com/shipbroking/more-cash-in-shipping-than-ever-before-says-clarksons-research-chief/2-1-1997996] And in Singapore, a big defence summit took place recently: The Shangri-La Dialogue. Our Correspondent Huaqing Ma went to see what it is alloa bout and found shipping came up in many different contexts- Read more: The shipping stories hidden inside the Shangri-La Dialogue [https://www.tradewindsnews.com/opinion/the-shipping-stories-hidden-inside-the-shangri-la-dialogue/2-1-1998131] ‘Shadow fleet is becoming a weapon,’ Australian official tells Shangri-La defence summit [https://www.tradewindsnews.com/insight/-shadow-fleet-is-becoming-a-weapon-australian-official-tells-shangri-la-defence-summit/2-1-1997172] And in the US, Trump offered a waiver of its Jones Act where US vessels would be used to ship cargoes between US ports. It is the longest waiver of the law in history A review us under way with the Federal Maritime Commission and the US Maritime Administration asked to give evidence Read more ‘It’s a horrible policy’: Lawmakers take aim at Trump’s historically long Jones Act waiver [https://www.tradewindsnews.com/law/-it-s-a-horrible-policy-lawmakers-take-aim-at-trump-s-historically-long-jones-act-waiver/2-1-1999915] Audio taken from the TradeWinds Shipowner Forum which took place in Athens during Posidonia. Details of the Forums and how you can be involved can be found here. [https://www.tradewindsevents.com/event/publication/home] Host and producer: Craig Eason Additional reporting: Eric Priante Martin, Yannick Guerry, Huaqing Ma, Julian Bray A TradeWinds/DN Media podcast ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

5 de jun de 202630 min

Tanker market insights as Gulf conflict continues and UAE leaves OPEC

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