TradeWinds Wavelength

In this week's Wavelength podcast.The spoils of war are revealed as listed shipping companies announce profits and dividends as charter rates continue to climb skywards.Any Pierce talks to host Craig Eason about the trends and how it could scare some investors off.Read more: War drives shipping’s biggest ever bull run as rates smash recordsRead more: Public shipowners shower $3.24bn in dividends on investors in peak quarterRead more: Record tanker markets scare off shipping investorsThe Houthis have made ground in broadening their reach and posing even more of a threat to Red Sea merchant traffic. Eric Priante Martin has been looking at the impact of the 'merchants of chaos'.Read more: ‘Merchants of chaos’: Experts say Houthis not likely to limit targets to Saudi ships after land grabRead more: US officials reportedly met with Houthis after advance to Bab el-Mandeb StraitAnd TradeWinds gas correspondent Lucy Hine has spent the week at Gastech in Bangkok getting a feel for the latest mood in the markets.Read more: LNG supply unlikely to catch up with sector’s fleet growth until late 2028, Vortexa saysRead more: Exmar stays hungry for FSRU business as company builds on its specialismsHost and production: Craig EasonAdditional reporting: Yannick Guerry, Andy Pierce, Lucy Hine, Eric Priante Martin.A TradeWinds/DN Media podcast

This week's podcast comes from Oslo OCean Days where regional and international shipowners convened to talk about the Gulf situation, market disruption and optimism about international talks to find a climate deal for shipping.We hear from Alexander Saverys, chief executive, CMB.Tech, Andreas Enger, boss of Hoegh Autoliners and Hing Chao, chairman, Wah Kong.Read more: Economic cracks showing as Strait of Hormuz chaos sends oil price soaringRead more: Shipowners philosophically against chokepoint tolls will pay them anywayRead more: ‘In a falling tide, you see who has been swimming naked.’ Major shipowners ready for downturnSveinung Oftedal, chair of the closed door IMO climate talks explains hy he is optimisitic that all sides of the net zero impasse will agree on a new dealAnd we have a snippet from the closing speech of Leif Hoegh, chairman of Hoegh Autoliners and board member Hoegh Evi with some philosophical thoughts as his family business closes in on its centenaryRead and listen more: Leif Hoegh: ‘If you do not take any risks, you do not learn anything’Host and producer: Craig EasonAdditional editorial from: Julian Bray, Paul Peachey, Yannick GuerryA TradeWinds/DN Media podcast

In this episode:Hard talk from Arsenio Dominguez as 6,000 seafarers remain trapped in the Gulf as resolutions over Hormuz wanes.The conversation was part of the recent TradeWinds Shipowner Forum Hamburg during SMM. Listen to more on the Wavelength Plus podcastChina's shipbuilders seek closer relationship with European owners as country urges green transition.Read more: CSSC chairman courts European shipowners as Chinese shipyard giant pushes green agendaMeanwhile India shipbuilder Chowgule wins order for ultra green emissions free bulkers as its growing orders for hybrid and green ships grows.Read more: Indian yard scores big wins in small ship dealsAnd Everllence boss Dr Uwe Lauber opens up about the future of shipping's biggest engine maker now it has US private equity giant Bain as major owner.Read more: Volkswagen sells ship engine business to private equity firm in $8.4bn dealListen to more on the Wavelength Plus podcastProduced and hosted: Craig EasonAdditional editorial input: Julian Bray, Holly Birkett Yannick GuerryA TradeWinds/DN Media podcast

In this week's podcast:The number of fatalities and injuries in attacks on shipping increases as warring factions ignore calls to stop attacks on innocent seafarers.Fears lead captain and crew on one vessel to mutiny against calls to leave port and head through the Strait of Hormuz.Gary Dixon looks at the latest events.Read more: 'Strait of death’ voyage order sparks seafarer revoltRead more: ‘My leg was hanging on by the skin’: Russian captain tells of 24-hour ordeal after Houthi ship strikeIt's all change at the Baltic Exchange as its long-standing chief executive Mark Jackson announces his retirement and his successor is announced.Holly Birkett looks at the latest developments at the Baltic Exchange and whether it is keeping pace with changeRead more: Trial and transition as the Baltic Exchange tussles with traditionAnd we reveal our 7th Guiding Star Evangelos Efstathiou, owner at Marsoft, as we continue to reveal a total of 10 finalists before a final winner is revealed at the end of the yearRead more: He bought his old boss’ company. Now Evangelos Efstathiou is betting on AIHost and producer: Craig EasonAdditional reporting: Gary Dixon, Holly Birkett, Yannick GuerryA TradeWinds/DN Media podcast

In this episode:Maersk and Hapag Lloyd published bumper second quarter results over the last week. But the news focused on whether liner trades are facing a structural shift due to non-shipping related constraints and the additional cargo types in boxes.Read more: Vincent Clerc: This structural shift will shape container shippingRead more: Seasonality or structural shift? Hapag-Lloyd CEO on latest sharp swing in liner profitRead more: Maersk adds $2.5bn to profit forecast as disruption drives demandRead more: A licence to print money’: How much longer can container shipping get away with it?As shipping hears more and more about artifical intelligence, one digital outfit has launched an overarching agentic Ai tool over its digital modules. Maersk and Cargill-owned Zero North got a new boss four months ago and Soren Andersen is seeking to expand its business and that means giving customers more reasons to go digital.Read more: ZeroNorth embraces speedboat strategy for AI roll-outBrunei Darussalam held a maritime event recently and invited TradeWInds to attend. It is not your normal shipping hub attracting shipping's attention but claims it has some key offerings for shipping to take note.TradeWinds Huaqing Ma was there and filed this report.Read more: Why Brunei does not need to become another Singapore Read more:Can Brunei become industry’s next ship-to-ship transfer hub?Host and producer: Craig EasonAdditional reporting: Ian Lewis and Huaqing MaA TradeWinds/DN Media podcast 

In this week’s episode:Shipowner groups implore the United Nations and the International Maritime Organization to stop Iran from imposing a toll on vessels transiting the Strait of Hormuz and point to the fear of the practice spreading. But will it and what would it cost? Read more: Shipowners unite against domino effect of Strait of Hormuz tollsRead more: Iran and Oman agree transport plan for Strait of HormuzChina has brought its Arctic information services into one portal for its shipping community. It includes route services through the Northern Sea Route and how to liaise with Russia on transits.What does this mean and will it have an impact on Arctic policy in other countries and on other trade routes?Read more: China quietly strengthens its Arctic shipping toolkitRead more: Russian tankers dodge multiple flash points as they head for Northern Sea RouteProducer and host: Craig EasonAdditional reporting: Paul Peachey, Huaqing Ma and Yannick GuerryA TradeWinds/DN Media podcast

In this week’s episode:Adnoc Logistics & Services has been buying VLCCs as it seeks to control its supply chain out of the Middle East Gulf.Read more: Adnoc L&S linked to six-strong VLCC raid as UAE battles to keep oil flowingRead more: Adnoc L&S splashing out over $500m on gas carriers to safeguard LPG contractsLuke Wickenden from Finland’s Centre for Research on Energy and Clean Air joins the podcast to discuss the impact of Europe’s focus on detaining sanctioned vessels and whether it is reducing the number of flag-hopping vessels, or if they are joining the Russian flag.Read more:  Has Europe’s ‘whack-a-mole’ approach to detaining sanctioned tonnage worked?Read more: Europe’s $150m shadow fleet headache: Seized ships, stalled cases and no clear endgameRead more:  EU sanctions create ‘new power’ to sell oil cargoes from detained shadow tankersHost and production: Craig EasonAdditional reporting: Yannick Guerry, Matt CoyneA TradeWinds/DN Media podcast

In this week's episode:Shipping is beset with growing risks as Houthis intensify maritime risks in the Red Sea as July because one of the most intensive months for attacks. To dissect what's been happening risk assessment experts Nick Maddalena and Rob Peters at Ambrey join podcast host Craig Eason in the studio.Read more: Owners who pay Iran’s Strait of Hormuz toll face losing insuranceRead more: Iran ‘seizes’ damaged Dynacom tanker hit by fire in Strait of HormuzRead more: Saudi tanker on fire after being hit by projectile as Houthis strike in Red SeaRead more: Seafarer killed and tanker on fire as Ukraine bombs two shipsAnd shipping is facing a revamp of the European emission trading system. However this time there's a lot for owners and operators to be happy about. Craig talks to Sotiris Raptis, secretary general at European Shipowners, ECSA, about the carrots being offered and how there could be much more cash now for decarbonisation, though not enough for energy efficiency.And what about the alignment of Europe with the IMO?There's also the toothless legal clause in the ETS directive about sharing the costs between owners and charterers that legal researchers say needs to be addressed.Read more: ETS revamp could see millions pumped into European shippingProduction and host: Craig EasonAdditional reporting: Yannick GuerryA TradeWinds/DN Media podcast