GMS Podcasts

Епизоди

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  Ship Recycling Market Update Week 37 2026 | Routes Tighten, Oil Tops $100 & Bangladesh Bids Rise 15.09.2026 8мин

  Tightening Red Sea and Gulf shipping routes, oil above USD 100 and strong freight earnings continue to restrict ship recycling supply in Week 37. Bangladesh has returned with stronger bids, Pakistan remains the market leader, India continues to secure specialist tonnage, and Turkey’s recycling board has moved higher. Ingrid and Henning discuss the latest vessel sales, market pricing and what growing candidate scarcity means for shipowners, cash buyers and recyclers.
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  Ship Recycling Market Update Week 36 2026 | Strikes Return, Freight Soars & Leaders Cool 09.09.2026 9мин

  Strong freight earnings and renewed Gulf tensions are keeping fresh recycling vessel supply tight in Week 36, while Pakistan and Bangladesh cool after recent buying activity and India improves on stronger steel, currency support and growing backing for compliant ship recycling. Ingrid and Henning discuss the Baltic Dry Index surge, crude oil prices, Gadani, Chattogram, Alang, Aliaga and the latest ship recycling price trends.
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  Ship Recycling Market Update Week 35 2026 | Sanctions Land, Freight Rallies & Supply Thins 02.09.2026 7мин

  Ship recycling demand remains strong in Week 35, 2026, but fresh vessel supply is increasingly scarce as stronger freight earnings keep ageing ships trading. Pakistan remains the highest-priced recycling destination, Bangladesh continues to move previously secured tonnage, and Alang builds momentum through specialist vessels. Ingrid and Henning also discuss new U.S. sanctions affecting Iranian-linked shipping, compliance risks, the Baltic Dry Index rally above 3,100, and why executable recycling candidates are becoming increasingly valuable.
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  Ship Recycling Market Update Week 34 2026 | Pakistan Leads, Sanctions Loom & Prices Jump 25.08.2026 6мин

  Ship recycling prices jumped sharply in Week 34, 2026 as limited vessel supply intensified competition across the Indian sub-continent. Pakistan moved to the top of the market for the first time this cycle, with Gadani tanker indications reaching around USD 535 to 540 per LDT, while Bangladesh remained close behind with strong demand for small and mid-sized tankers. India continues to trail on conventional pricing but recorded significant specialist activity, including the delivery of the 43,402 LDT FT Island at Alang. Ingrid and Henning also discuss looming U.S. sanctions against Iran, shipping registry and compliance risks, Brent crude approaching USD 94 per barrel, mixed dry freight conditions and what the rapidly changing market means for shipowners, cash buyers and recyclers.
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  Ship Recycling Market Update Week 33 2026 | Hormuz Risk, Freight Reversal & Bangladesh Tanker Demand 18.08.2026 9мин

  The Week 33, 2026 ship recycling market is increasingly pricing around prolonged geopolitical uncertainty. Hormuz talks remain stalled, oil moved higher and the Baltic Dry Index reversed to around 2,844. Bangladesh is aggressively targeting small and mid-sized tankers, India has softened despite stronger steel and the arrival of the 43,402 LDT FT Island, while Pakistan remains a willing buyer constrained mainly by limited vessel supply. Jordan and Ryan discuss what these shifts mean for shipowners, cash buyers and recyclers across Chattogram, Alang, Gadani and Aliaga.
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  Ship Recycling Market Update Week 32 2026 | Hormuz Shipping Corridor, Freight Surge, Bangladesh Leads, India & Pakistan Buying 12.08.2026 5мин

  The Week 32 edition examines a temporary shipping corridor through the Strait of Hormuz, continuing geopolitical uncertainty and the sharp recovery in dry bulk freight markets. The Baltic Dry Index moved above 3,000 as stronger vessel earnings increased competition with recycling for older tonnage. Bangladesh continues to lead South Asian recycling prices, while India’s buying appetite is returning and Pakistan has secured several recent candidates. The episode also covers oil prices, inflation, steel markets and the latest recycling conditions across Bangladesh, India, Pakistan and Turkey.
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  Ship Recycling Market Update Week 31 2026 | EU Approves Indian Yards? Hormuz Reopens, Oil Falls, Bangladesh Recovery 04.08.2026 6мин

  The Week 31 edition examines the collapse of the Middle East ceasefire, the reopening of commercial traffic through the Strait of Hormuz, falling oil prices and improving conditions across the global ship recycling market. Bangladesh resumes beaching operations after severe flooding, India moves closer to EU recognition for two Alang recycling facilities, Pakistan maintains firm pricing despite limited arrivals, and Turkey continues to serve its specialist European recycling market. The episode also covers freight trends, the first reported recycling sale in over a month and what these developments mean for shipowners, recyclers and cash buyers.
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  Ship Recycling Market Update Week 30 2026 | Oil Tops $100, Red Sea Risk, Bangladesh Recovery 27.07.2026 5мин

  Week 30 examines the expansion of maritime risk from the Strait of Hormuz into the Red Sea, Brent crude briefly exceeding $100 per barrel, and declining Capesize freight that may encourage more ageing vessels toward recycling. Bangladesh is beginning to recover from severe flooding, India’s compliance advantage is strengthening, Pakistan remains stable, and Turkey continues to operate as a regulation-driven niche market.
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  Ship Recycling Market Update Week 29 2026 | Hormuz Blockade, Oil Near $85, Bangladesh Flooding 20.07.2026 7мин

  Week 29 examines the return of the U.S. naval blockade around Iranian ports, Brent crude approaching USD 85, firm dry bulk freight and the severe flooding that has brought ship recycling activity in Chattogram close to a standstill. Bangladesh remains the highest-ranked destination, while India, Pakistan and Turkey continue to face distinct currency, pricing and regulatory pressures.
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  Ship Recycling Market Update Week 28 2026 | Hormuz Tensions, Brent Rebound, Chattogram Flooding 13.07.2026 9мин

  Week 28 of 2026 examines renewed conflict around the Strait of Hormuz, rising oil and freight markets, and severe flooding across Chattogram. Bangladesh remains the highest-priced ship recycling destination, but yard activity and demand have softened due to flooding. India retains the strongest compliance and capacity position but remains lowest on price, Pakistan stays comparatively stable, and Turkey continues as a regulated niche market. The anticipated wave of ageing vessels is once again being delayed by geopolitical risk, stronger freight earnings and monsoon disruption.
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  Ship Recycling Market Update Week 27 2026 | Fleet Exits Gulf, Oil Settles, Dollar Pressures Markets 06.07.2026 6мин

  Week 27 of 2026 focuses on a shifting ship recycling market as vessels begin exiting the Gulf, Brent crude settles near pre-war levels, and the US dollar becomes the new pressure point across recycling destinations. Bangladesh remains the leading market, India retains compliance depth but lower pricing, Pakistan sees stronger currency and lower CPI alongside new duty pressures, and Turkey remains a regulated niche market. The deferred recycling wave is now visible, but monsoon conditions still control when tonnage can reach the beaches.
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  Why Ship Recycling Offers Move Quickly | Steel, Ships & Recycling Values Ep. 3 03.07.2026 13мин

  Nayeem Noor and Jamie Dalzell discuss why ship recycling offers can change quickly and what shipowners should watch before deciding whether to recycle now or wait. The episode explains how steel prices, currency, buyer sentiment, finance, freight earnings, timing risk, and execution confidence shape recycling offers.
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  Ship Recycling Market Update Week 26 2026 | Hormuz Traffic Doubles, Oil Falls, Yards Wait 29.06.2026 8мин

  Week 26 of 2026 marks a major transition for the global ship recycling market. The Strait of Hormuz is reopening, vessel traffic has doubled, Brent crude has fallen below USD 74, and freight markets are cooling. As the war premium disappears, older vessels have fewer reasons to keep trading, and the recycling candidate queue is beginning to form. But Ashura holidays and the monsoon mean Bangladesh, India, and Pakistan yards must wait before the expected supply wave can fully reach the beaches.
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  Ship Recycling Market Update Week 25 2026 | Peace Signed, Brent Drops to $78 & Monsoon Controls Supply 22.06.2026 13мин

  Week 25 of 2026 marks the end of the war-premium chapter for the global ship recycling market. The US-Iran interim peace agreement has reopened the Strait of Hormuz, Brent crude has collapsed toward USD 78, freight earnings are cooling, and older tonnage may finally face renewed recycling pressure. However, the Indian subcontinent remains deep in the monsoon, limiting near-term beaching activity across Bangladesh, India, and Pakistan. This episode explains why peace has improved the second-half outlook, even as the rains continue to govern the market today.
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  Why Ship Recycling Prices Differ by Market | Steel, Ships & Recycling Values Ep. 2 18.06.2026 12мин

  Nayeem Noor and Jamie Dalzell discuss why ship recycling prices differ across Bangladesh, Pakistan, India, and Turkey and why steel prices alone do not determine the best recycling destination. The episode explains how currency, finance, LC support, compliance, yard appetite, downstream liquidity, monsoon timing, and execution risk shape regional recycling bids.
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  Ship Recycling Market Update Week 24 2026 | Brent Falls Below $90, Hormuz Deal Nears & Monsoon Rules 15.06.2026 9мин

  Week 24 of 2026 marks a turning point for the global ship recycling market as Brent crude falls toward USD 89, the Strait of Hormuz deal moves closer, and dry bulk freight begins to cool. Despite improving macro conditions, the monsoon now controls beaching activity across Bangladesh, India, and Pakistan. This episode explains why lower bunker costs and easing freight may eventually release older tonnage for recycling, while Bangladesh, India, Pakistan, and Turkey each enter Q3 with very different market positions.
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  Why Steel Prices Drive Ship Recycling Offers | Steel, Ships & Recycling Values Ep. 1 12.06.2026 10мин

  Nayeem Noor and Jamie Dalzell discuss how steel prices influence ship recycling offers, and why plate values, liquidity, financing, currency, inventories, imports, freight markets, and timing risk all matter when recyclers price vessels.
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  Ship Recycling Market Update Week 23 2026 | Hormuz Traffic Returns, Brent Eases & Monsoon Window Closes 08.06.2026 6мин

  Traffic through the Strait of Hormuz has improved, but the ship recycling market remains constrained by strong freight earnings, limited vessel supply, and the arrival of the monsoon season. Week 23 of 2026 highlights why easing oil prices and improving currency conditions have not yet translated into meaningful recycling activity across Bangladesh, India, Pakistan, and Turkey.
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  Ship Recycling Market Update Week 22 2026 | US-Iran Deal Struck, Hormuz Reopening, Brent Falls & Monsoon Window Closes 01.06.2026 7мин

  A tentative US-Iran agreement and the prospect of reopening the Strait of Hormuz pushed Brent crude below USD 100 and strengthened market sentiment. However, elevated freight earnings, limited vessel supply, and the approaching monsoon season continue restricting recycling activity across Bangladesh, India, Pakistan, and Turkey. Week 22 of 2026 highlights why a diplomatic breakthrough may have arrived too late to impact the current ship recycling cycle.
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  Ship Recycling Market Update Week 21 2026 | Hormuz Passage Opens, Monsoon Window Closes 25.05.2026 9мин

  Week 21 highlights the strongest reopening signal yet for the Strait of Hormuz, with three supertankers crossing and Brent crude easing to around USD 105. However, the ship recycling market remains constrained as the monsoon window narrows to roughly one week. Bangladesh remains stable with functioning LC flows, India faces a fresh Rupee record low despite calm inflation, Pakistan consolidates its strong pricing position, and Turkey remains focused on EU-regulated tonnage. Passage may be opening, but the recycling window is closing.