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TradeWinds Wavelength
Benchmarking vessels on similar routes, cyber risk taking and commodities bull run
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In this episode:
Danish Ship Finance innovation guru Christopher Rex explains is ideas for benchmarking fuel consumption on similar routes, setting a fuel budget and sharing the benefits, even with the ship crew.
and Paul Peachey looks at the continued risks being taken by shipping who do not take cyber security seriously. More cyber risk and security news from the last week can be found here.
produced by Tradewinds
Host: Craig Eason
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The free Baltic Exchange FuelEU calculator, UECC’s bet on biomethane and FUMES 2 chasing fugitive methane
21:53|In this episode, Craig Eason talks to Martine Crawford-Brunt about the Baltic Exchange’s Fuel EU Maritime calculator for industry. Also, Eric Priante Martin talks to United European Car Carriers about its growing belief in biomethane, and we take a look a the ongoing battle against methane emissions from shipping, both during loading cargos of LNG and from using LNG as a fuel.More naval vessels to the Red Sea please. MAN's MEGA issue. Hagen's Viking Holding bonanza
20:52|In this episode of the Wavelength podcast:The head of the EU’s Red Sea naval force Aspides says that shipping needs more military assets in the region.MAN ES defends its decision to axe the MEGA gas engines as WinGD says it is picking up orders.Torsten Hagen's New York listing bonanza with Viking Holdings.And, TradeWinds finance correspondent Jonas Walsgard talks to Storebrand’s top fund manager Hans Thrane Nielsen about the shipping stocks he sees as hot, and those that are not.What does bellwether Frontline say about prospects for the markets and what links Mark Zuckerberg's Meta and Norden?
17:11|In this episode:We look what Frontline had to say about its third quarter results and what this says about the prospects of the tanker markets.And we delve into book and claim with the Smart Freight Centre after Meta and Norden sign a market agreement on emissionsAn anniversary no one wants, the Bahri barometer and recycling
21:57|In this week's episode:We look at a year of attacks in the Red Sea, who is funding them, and what could happen next.BRS Shipbrokers were out in force at Bahri Week which has become the place to be apparently for the tanker markets. So we get the BRS Bahri barometerFollowing the TradeWinds Ship Recycling event we offer a peek into what was said and how one speaker thinks there will be a scrap steel market in Europe that could boost EU recyclingA shipbuilding boom dominated by China, the impact of Trump and the election day shuttle tanker deal reveal by Angelicoussis
22:38|In this episode:Newbuilding order numbers are large, and the order book continues to grow. China has the lion’s share of this but what’s next? It is all in the TradeWinds shipbuilding special report.How could the re-election of Donald Trump impact shipping in the US and globally? We sift through the rhetoric.And the biggest shuttle tanker deal gets announced on UK election day. We assess the Angelicoussis deal for Altera Shuttle tankers.Halloween is over so what’s spooking investors in car carriers? Plus Scorpio Tankers invests in VLCC company and FuelEU edges closer
14:45|In this episode: Boo! No surprises in car carrier companies’ third-quarter results — apart from the reaction from investors. Scorpio Tankers is getting dirty by taking a stake in VLCC company DHT Holdings. We dig into the details. Two months remain before the new FuelEU law enters into force. TradeWinds speaks to those helping companies prepare. Hosted by Holly Birkett (Craig Eason is away).Is ABS liable for a lethal capsize? 6 years of the Poseidon Principles and DNB's new climate transition loans
17:43|In this episode:ABS in wrongful death court fight that could test classification society liabilityCiti’s Michael Parker calls for shipowner emissions data to be made publicDNB launches ‘missing link’ loans for shipping’s green transitionSanctions. US and UK up the sanctions ante against Iran and Russia. NYK boss Soga talks investment and competition. And the era of noble-isation is here
20:43|In this week's episode:The US turned up the sanctions heat on Iran while the UK did the same with Russia. Will they make a difference?NYK boss Takaya Soga talks to Julian Bray on the TradeWinds Shipowner Forum stage in Japan about competition and investment.Norden's head of dry cargo Asia Peter Koch Hansen, talks to TradeWinds about the company's position in China market, and why a slow down is not really being felt.And Holly Birkett has a chat with one of shipping's most well known futurists, KD Adamson, on the sidelines of the 50th anniversary of WISTA, the Women in Shipping and Trading association, and asked her to explain her view of the future and what the trends today mean.