#190 Eirik Haavaldsen - Shipping Stocks 2025, Containers, Ro-Ro, LNG, LPG, Dry Bulk, Tankers, Valuations
Vonheim17 Maalis 2025

#190 Eirik Haavaldsen - Shipping Stocks 2025, Containers, Ro-Ro, LNG, LPG, Dry Bulk, Tankers, Valuations

00:00 - Learnings So Far In 2025

07:28 - Container Markets

12:25 - Car Carrier And Ro-Ro Markets

19:23 - Gas Markets (LNG and LPG)

22:27 - Golar LNG

26:20 - LPG Ahead

28:25 - John Fredriksen Golden Ocean Exit

33:10 - Dry Bulk Markets Ahead

40:05 - Tankers Markets And Crude Oil

46:30 - How To Value A Shipping Company

51:44 - Best Question To Ask Shipping CEOs?

54:33 - How To Make A Career In Shipping And Finance?

01:00:44 - Most Impressive Shipping CEOs And Companies?

01:03:50 - List A Shipping Company In Oslo or New York?

01:05:50 - Favorite Books From Eirik Haavaldsen (Fiction)


Eirik Haavaldsen is Head of Research at Pareto, and one of leading experts on shipping stocks. In this episode, we analyse all shipping segments for 2025, and learn how Eirik finds value in different types of maritime companies. Let us know what you think of the episode, and please comment and share the interview with friends and network. It helps more than you can imagine!

Christopher Vonheim is a Norwegian host focused on business, ocean industries, investing, and start-ups. I hope you enjoy this tailor made content, and help us make this channel the best way to consume ideas, models, and stories that can help fuel the next entrepreneurs, leaders and top performers.

Hosted on Acast. See acast.com/privacy for more information.

Jaksot(297)

#203 Anthony Whitworth - My Lessons And Principles After 50 Years In Shipping

#203 Anthony Whitworth - My Lessons And Principles After 50 Years In Shipping

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#202 Svein Ringbakken - War, Terror & Piracy: What Maritime Leaders Must Prepare For In 2026

#202 Svein Ringbakken - War, Terror & Piracy: What Maritime Leaders Must Prepare For In 2026

In this episode of Vonheim, we sit down with Svein Ringbakken, CEO of DNK, a leading provider of war risk insurance for the maritime industry, to break down the rapidly evolving threat landscape facin...

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#201 Andreas von der Heide - We Have Entered A New World Order - What's Next?

#201 Andreas von der Heide - We Have Entered A New World Order - What's Next?

Andreas von der Heide is the founder and CEO of the Swedish geopolitical advisory firm Consilio International, and one of the most recognized geopolitical experts in the Nordics. In this conversation,...

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#200 Harald Fotland - Odfjell, Chemical Tankers, South America, Biofuel, Japan Investments, Shipping Cycles, Career Advice

#200 Harald Fotland - Odfjell, Chemical Tankers, South America, Biofuel, Japan Investments, Shipping Cycles, Career Advice

Harald Fotland is the CEO of Odfjell, one of the world’s leading chemical tanker and logistics companies. With decades of experience in international shipping, Harald has played a key role in navigati...

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#199 Sturla Henriksen - Scuba Diving, Ocean Economy, US Strategy, China's Dominance, IMO, Arctic Tensions

#199 Sturla Henriksen - Scuba Diving, Ocean Economy, US Strategy, China's Dominance, IMO, Arctic Tensions

Sturla Henriksen is a leading voice on ocean economy and maritime development, with decades of experience across shipping, maritime, and international institutions. He is also the author of The Ocean:...

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#198 Lars Barstad (Highlight) - The Frontline Investment Case 2026

#198 Lars Barstad (Highlight) - The Frontline Investment Case 2026

Lars Barstad is the CEO of Frontline. The biggest listed tanker company in the world. Tune in for a masterclass in shipping and commodities, and leave a comment under the video if you find it interest...

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#198 Lars Barstad - Frontline, Oil Demand, Geopolitics, Investing, "Old School" Bull Market, Expectations For 2026

#198 Lars Barstad - Frontline, Oil Demand, Geopolitics, Investing, "Old School" Bull Market, Expectations For 2026

Lars Barstad is the CEO of Frontline. The biggest listed tanker company in the world. Tune in for a masterclass in shipping and commodities, and leave a comment under the video if you find it interest...

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#197 James Lightbourn - Maritime Investments, Trump Orders, CoolCo, Tankers, LNG, gCaptain, Career Advice

#197 James Lightbourn - Maritime Investments, Trump Orders, CoolCo, Tankers, LNG, gCaptain, Career Advice

00:00 - Intro And Shipping Bug02:30 - Airlines VS Shipping06:55 - Biggest Shipping Stories In 202510:45 - Can US Become A Maritime Super Power?18:20 - Where To Invest Now?24:20 - CoolCo Going Private2...

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