Capital Link Session on Geopolitics: Black Swans, Known Unknowns and Preparing for War
Last week’s Capital Link online Shipping Forum was organized well before the crisis in the Ukraine unfolded. An important observation that emerged from
Last week’s Capital Link online Shipping Forum was organized well before the crisis in the Ukraine unfolded. An important observation that emerged from
The drybulk panel at Capital Link’s International Shipping Forum (now in its 16th year) proved to be lively, to say the least, as shipowner participants
Russian exports of crude oil and refined products—what the major flows are (that’s the easy part), and also the geopolitics that attach to them (that’s
Peter Sand, Xeneta’s container freight analyst extraordinaire, referred to shipping as “a constant barrage of risks coming into our everyday lives”
The queues of anchored vessels on the West Coast are shrinking- now with a “60” or “70” handle, down from the print of over 100 vessels at end 2021.
With the Russian invasion of Ukraine, described by researchers at Evercore ISI as a “Black Swan Event”, the potential for shifting flows of liquified
Though uncertainty pervades all parts of the shipping markets, drybulk has found some strength, against a backdrop of shifting cargo flows- real, envisaged, or
There has never been a disclaimer like this (at least that I can remember) on an investor presentation: “Given the rapidly evolving situation, this written
Discussions about charter parties can be fairly dry…unless the subject is tanker chartering. The Society of Maritime Arbitrators (SMA), based in New York,
With the continued fighting in the Ukraine, and the uncertainties surrounding sanctions, port closings, embargoes, and other disrupters, the shipping markets
Supply chains are back in the news, perhaps a welcome distraction from the coverage of events in Ukraine. Late last week, the Biden Administration followed up
The stock market’s indices are all down- but the tanker stocks are up. What’s with that? Conventional wisdom has it that “disruption”, however you
“Could I be a little bit provocative here?” asked Hugo De Stoop, the CEO of listed tanker giant Euronav- the NYSE listed owner Euronav, one of a handful of
When listed companies host investor conference calls, the best information usually comes out from the seemingly perfunctory “Q and A” sessions- when equity
“The industry is getting ahead of the governments here,” in the words of Jeremy Nixon, the CEO of Ocean Network Express (ONE), is typical of the many
A superb panel of shipowners closed out the HACC/NACC (Hellenic and Norwegian Chambers of Commerce) Shipping Conference, suitably named “Out of the Abyss-
The ongoing winter Olympics, coinciding with the Lunar New Year in China, have taken some of the attention away from the drybulk markets. Just as well, because
Wall Street investors are seeing an Initial Public Offering (IPO) that may be directed at a shipping investment. “May be directed” is not a typo. A new
The supply chain is no stranger to “data initiatives”, some featuring Application Programming Interfaces (APIs), machine learning, and even some artificial
The 2021 Q4 earnings reports will soon be coming in. While shipping investors have done well with container and drybulk names, the tanker market has struggled-
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