Lloyd's List: The Shipping Podcast

Epizódok

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  Strait of Hormuz: Where are the off ramps coming from? 20.08.2026 17p

  SHIPOWNERS have stopped asking when the strait of Hormuz is going to open. Instead, they’re asking if it will open by the end of the year, or even further into the future. Military escalation might have ceased for a variety of reasons, but the situation has settle into somewhat of a stalemate. The US wants to avoid the conflict getting hotter, especially before the upcoming elections, while Iran might well think time is on its side in this particular battle. Which begs the question: where are the off-ramps coming from? To answer that question, we’re bringing you highlights of our weekly webinar, in which our analysts discuss the volume and type of traffic passing through the chokepoint, as well as how the Chinese market is assessing the risk in the middle east right now. Joining editor-in-chief Richard Meade on the podcast this week are: • Bridget Diakun, maritime intelligence and research director, Lloyd’s List Intelligence • Cichen Shen, maritime intelligence director – APAC, Lloyd’s List Intelligence • Dina Arakji, analyst, Control Risks
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  Is the container the most important invention of the last 100 years? 10.08.2026 14p

  IN 1956 the SS Ideal X sailed from New Jersey to Houston with 58 containers on board, marking the birth of modern commercial container shipping. Malcom McClean’s vision of unitized, efficient and relatively cheap global freight has evolved into a global network, criss-crossing the world’s oceans to connect businesses with consumers across continents. Has there been a more important innovation in global trade? What would Malcom McClean say if he walked into a modern container terminal? And is the everyday consumer aware of just how much their lives have been changed by the development of the shipping container? Joining Joshua on the Lloyd’s List podcast are: Joe Kramek, chief executive, World Shipping Council Henning Morgen, group historian, Maersk
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  Three conflicts converge: what does that mean for tanker rates? 31.07.2026 22p

  SHIPPING is attempting to navigate three distinct, but increasingly overlapping conflicts at present. The resumption of Houthi violence in the Red Sea can be added to the ongoing Strait of Hormuz crisis and the Russia-Ukraine war in the Black Sea. This episode of the Lloyd’s List podcast brings you highlights from our weekly webinar, chaired by editor-in-chief Richard Meade, in which we discussed whether the Houthis really have the power or capability to attack ships en masse again, plus our senior reporter Greg Miller gives a comprehensive overview of how the tanker market is responding to the crises. Joining Richard on the podcast are: Bridget Diakun, maritime intelligence and research director, Lloyd’s List Greg Miller, senior reporter, Lloyd’s List Ian Ralby, founder, IR Consilium
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  Are the EU ETS revisions fair? 28.07.2026 19p

  IT’S been years of waiting and lobbying, but we finally have Europe’s proposals for how the EU Emissions Trading System will look beyond 2030. The European Commission has released its long list of proposals for how to reform the cap-and-trade scheme, including how much shipping pays, and how much of the proceeds it gets back. Shipowners, like most European businesses, have to buy and surrender credits called allowances for each tonne of carbon they emit. The industry reckons it will pay about 90 billion euros into the scheme between 2030 and 2040, and it wants that money reinvested in decarbonisation. To remedy that, the European Commission wants to include earmarking 110 million allowances in a mechanism called Sustainable Maritime Alternative Propulsion, or SMAP, to subsidise low and zero-emission fuels. That’s about ten billion euros, give or take. It will crack down on evasive port calls by including some 20 more neighbouring non-EU ports in the schem. And it will also cover smaller vessels, with the minimum gross tonnage limit lowered from 5000 to just 400. Are the revisions fair? Has shipping got what it’s asked for? To find out, Lloyd’s List senior editor Declan Bush is joined by: Sotiris Raptis, secretary general of European Shipowners Simon Bergulf, vice president for environment and climate, World Shipping Council Delphine Kaczorowski, EU advocacy manager, Opportunity Green
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  The Houthis are back: what next for shipping? 23.07.2026 21p

  SHIPPING has another hotspot to worry about, and it’s a familiar one. Reports that the Houthis were preparing to attack commercial shipping were proven correct after at least one Saudi-linked vessel was attacked in the Red Sea yesterday. This week’s podcast comes from Lloyd’s List’s weekly webinar, which usually focusses on the Strait of Hormuz, but this time also looks at the impact of violence resuming in the Red Sea and where vessels that have already been diverted once would go to then. Joining Joshua on this week’s episode are: Bridget Diakun, maritime intelligence and research director, Lloyd’s List Matthew Rajendra, senior reporter, Lloyd’s List Crystal Chan, principal analyst, Infospectrum Listen to this week's webinar here: https://event.on24.com/wcc/r/5431828/8E1ADBE115D62A0FD8046D6F13A32E5A
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  The short life of General License X 14.07.2026 18p

  LESS than a month after its introduction, the US revoked General License X, the waiver allowing the sale and transport of Iranian oil granted in the wake of the Memorandum of Understanding signed between the two countries. Lloyd’s List editor-in-chief Richard Meade and maritime risk analyst Tomer Raanan speak to several sanctions experts to find out if the short-lived waiver benefitted anyone, and why it will take more than just a stroke of the pen to undo decades of legislation aimed at crippling the Iranian economy. Joining the podcast this week are: • Claire O'Neill McCleskey, co-founder, Clarity Consultancy • Claire Grunewald, co-founder, Clarity Consultancy • Leigh Hansson, partner, Reed Smith
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  The new shipbuilding supercycle: Cyclical upswing or structural shift? 06.07.2026 27p

  The new shipbuilding supercycle: Cyclical upswing or structural shift? by Lloyd's List
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  Day of the Seafarer 2026: Lessons learned from Hormuz 25.06.2026 24p

  To mark 2026’s Day of the Seafarer, this edition of the Lloyd’s List podcast asks what shipping has learned from the Strait of Hormuz crisis from a seafarer perspective. Perhaps most importantly, he asks experts whether crews feel empowered to exercise their right to refuse to transit if they feel unsafe, and learns more about how associations and unions are seeking to improve welfare and mental health support during crises. Joining Matt on this week’s podcast are: Helio Vicente, employment affairs director, International Chamber of Shipping Anil Devli, chief executive, Indian National Shipowners Association Captain Sundeep Sequeria, chair, seafarers’ factors workgroup, Singapore Shipping Association Peter Rouch, secretary general, The Mission to Seafarers Learn more about Lloyd's List Intelligence at https://www.lloydslistintelligence.com/
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  Recycling values are high, but Gulf situation is pivotal 23.06.2026 19p

  It is a seller’s market at the moment in the ship recycling sector, thanks to a shortage of tonnage. But Hitesh Vyas of the Singapore-based cash buyer Wirana says in this first of six podcasts that this could change, depending on the outcome of the situation in the Gulf.
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  What is going on in the Strait of Hormuz? 22.06.2026 19p

  This episode of the Lloyd’s List podcast is brough to you by Veson. Visit www.veson.com for more information Open, closed, and now open again? Optimism that traffic might return to something resembling normality fairly quickly turned to uncertainty again as the Islamic Revolutionary Guard proclaimed the Strait of Hormuz closed on Saturday. It accused the US of not following its agreement and cited Israeli strikes on Lebanon as rationale for closing the strait again. How, as a shipowner, do you begin to decide whether to transit the strait or return to the Middle East Gulf? Will you have to pay a toll? What are investors making of the uncertainty? To answer those questions, Lloyd’s List senior reporter Joshua Minchin was joined by: • Richard Meade, editor-in-chief, Lloyd’s List • Cichen Shen, Asia Pacific editor, Lloyd’s List • Tomer Raanan, maritime risk analyst, Lloyd’s List
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  Shipping needs its own maritime-specific AI revolution 17.06.2026 19p

  Trusted data is essential for shipping to get the best from the AI revolution, argues Russ Hubbard, Chief Commercial Officer of Veson Nautical. In this podcast, he explains why that is the case and considers the future impact of further AI implementation on maritime companies and their personnel.
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  An EU ETS that liner shipping can live with? 16.06.2026 15p

  IT’S now been two years since the EU Emissions Trading System was extended to shipping. But it hasn’t always been a happy relationship. Shipowners are not necessarily keen paying extra taxes, especially the green variety. Meanwhile operators in Asia are not fond of having to create accounts in EU countries to report and pay their emissions bills, without seeing any of the revenue. On the other side, greens don’t like the ETS because the extra cost per tonne — about €70 to €80 ($81 to $93) over the past year — isn’t enough to make switching to greener fuels worthwhile. Shipping’s share of ETS credits is about sixty to eighty million a year – less than 10% of the market, so the price of those allowances is outside the industry’s control. It’s considered a good regulation for emissions on land, but a poor one for emissions at sea. But now, an opportunity for change is on the horizon. To find out what changes shipping wants, Lloyd’s List senior reporter Declan Bush spoke to World Shipping Council vice president of environment and climate, Simon Bergulf.
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  Can we stop seafarers from being criminalised? 08.06.2026 18p

  This episode of the Lloyd’s List podcast is brought to you by Veson. Visit www.veson.com for more information EVERY year, seafarers are held for months on end on suspicion of crimes that ultimately, there is little evidence they had anything to do with. Whether its pollution events or, as is increasingly common, suspected drug smuggling, crew are often the only potential perpetrators investigators can lay their hands on. So is there a lot the industry can do to stop this? Once seafarers do land themselves on the wrong side of the law, how can flag states intercede on their behalf? Joining Joshua on the podcast this week are: Ben Bailey, director of programme, Mission to Seafarers Kiran Khosla, principal legal director, International Chamber of Shipping Eleni Antoniadou, lawyer, Gard Leo Bolivar, country manager, Marshall Islands Registry
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  The Posidonia 2026 wrap: overcapacity concerns and the AI buzz 05.06.2026 24p

  ATTEND any one of the multiple receptions and parties thrown in Athens this week and you would not walk away necessarily thinking anyone in shipping is remotely worried. A packed exhibition with the whole spectrum of industry stakeholders demonstrated shipping’s diversity and vibrance, but quietly, over coffees in corners, there was tangible concern. Markets are good at the moment, ask any tanker owner, but the undercurrent of caution was palpable. On this week’s episode of the podcast are: • Joshua Minchin, senior reporter, Lloyd’s List • Linton Nightingale, deputy editor, Lloyd’s List • Declan Bush, senior reporter, Lloyd’s List
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  The Posidonia 2026 Special…feat. Arsenio Dominguez, Polys Hajioannou and more 01.06.2026 16p

  This episode of the Lloyd's List Podcast is brought to you by Veson SHIPPING is resilient, and many will tell you it thrives on volatility, but the number of and frequency of crises is taking its toll. It’s also preventing the industry from having honest conversations about other, equally meaningful and perhaps even more treacherous problems coming down the track. Are we going to run out of seafarers? Do we really understand AI? Do regulators listen to shipowners and how long can we expect what some are calling the next supercycle to last? Joining Joshua on this week’s podcast from Capital Link are: Arsenio Dominguez, secretary-general, International Maritime Organization (IMO) Costas Delaportas, chief executive, Drydel Shipping Cristina Saenz de Santa Maria, chief executive maritime, DNV Andy McKeran, chief growth officer, Lloyd's Register Joshua Divin, senior vice president maritime business development, American Bureau of Shipping Polys Hajioannou, chief executive officer, Safe Bulkers Sotiris Raptis, secretary general, European Shipowners
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  How worried should you be about bunkers? 27.05.2026 30p

  Speak to a shipowner about bunker supply at the moment, and you’ll find a spectrum of responses. Some are remarkably calm: nothing to worry about, supply is healthy despite the still closed Strait of Hormuz. Yes you might have to pay a bit more, but that’s shipping and you can still operate effectively. Others are decidedly less optimistic. For them, the Strait of Hormuz represents a real threat to bunker supply in major hubs around the world, and spiraling pricing could make some voyages unprofitable altogether. So what’s the reality? Should you be worried about supply? Is quality suffering as a result of scarcity? And how has this latest geopolitical crisis affected how bunkering works as a sector? Joining Joshua on the podcast are: • Alexander Prokopakis, executive director, International Bunker Industry Association • Kenneth Dam, executive director, TFG • Peter Grünwaldt, head of bunkering, Hafnia • Matthew Rajendra, senior reporter, Lloyd's List Learn more about Lloyd’s List Intelligence here: https://www.lloydslistintelligence.com/
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  What’s next for tanker stocks as Hormuz crisis drags on? 18.05.2026 19p

  You can throw almost every outlook or prediction made for the tanker market in 2026 in the garbage, says Lloyd’s List senior reporter Greg Miller. After all, the US-Iran war and ensuing Strait of Hormuz crisis is perhaps the black swan to end all black swans for the market. More than two months later, the chokepoint remains closed: so what happens to tanker stocks now? To find out, Greg spoke to Deutsche Bank analyst Chris Robertson, who ran through the year so far for tanker stocks and offered some insight as to what might be in store if the crisis continues into late 2026.
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  What happens in Hormuz… doesn’t stay in Hormuz 14.05.2026 23p

  THIS week’s edition of the Lloyd’s List podcast looks at the longer-term impacts of the Strait of Hormuz crisis. How much damage to the energy market is already priced in? When are Asian companies expecting the strait to be reopened? And will other nations, such as Indonesia, look at chokepoints in their own waters and wonder whether they can turn them to their advantage? To find out the answers to these questions and more, catch the full webinar on-demand here: https://event.on24.com/wcc/r/5348668/FDDE3719FFE364EEDA017BE4BAB3C4CC Joining Lloyd’s List editor-in-chief Richard Meade on the podcast are: Cichen Shen, Asia-Pacific editor, Lloyd’s List Ian Ralby, chief executive, IR Consilium
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  Did anything happen at MEPC last week? 05.05.2026 15p

  LAST week, delegates once again met in London for the International maritime Organization’s marine environment protection committee. The two editions in 2025, MEPC 83 in April and the extraordinary session in October, generated some of the biggest stories in shipping. To the surprise of many, the net zero framework agreed in April’s meeting was not adopted in October, thanks to stiff opposition from the US and several oil-producing states. Instead, a one-year postponement was agreed, and shipping’s green deal was left perhaps not dead, but certainly not healthy either. So back we are again, this time at MEPC84, and what has changed? Lloyd’s List senior reporter Declan Bush, who covers decarbonization for Lloyd’s List and attended every day of MEPC84, sat down to explain what happened last week and whether it gets shipping any closer to a decision on a net zero framework or not. Learn more about Lloyd’s List Intelligence here: https://www.lloydslistintelligence.com/.
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  What keeps shipping awake at night? LIVE from Singapore 27.04.2026 27p

  This episode of the Lloyd's List podcast is brought to you by Lloyd's Register DECARBONISATION, changing trade lanes and concerns of seafarer shortages – there is no shortage of reasons for why shipping executives might be losing sleep. But add to that the Strait of Hormuz crisis and the job of running a shipping company has become even more difficult. Our outlook forums are usually a chance to hear from experts from within the shipping industry on what they think are the most important challenges the sector is likely to face over the next few years. But before we get to the crisis in the strait and the fallout from it, Richard started by asking all of our guests a now-familiar question: what keeps you up at night? Joining Richard on this week’s podcast are: Nick Brown, chief executive, Lloyd’s Register Joe Kramek, chief executive, World Shipping Council Adam Kent, managing director, MSI Gaby Bornheim, president, German Shipowners’ Association Captain Raja Subramaniam, chief executive, Fleet Management Martina Bozadzhieva, managing director macro forecasting, Oxford Economics