The Lloyd’s List Podcast: Talking tanker turbulence with Jonathan Chappell

The Lloyd’s List Podcast: Talking tanker turbulence with Jonathan Chappell

A low orderbook never saved a market – you need demand to recover. Oil needs to return to pre-pandemic levels before you can recalibrate the supply demand of the fleet and think about a more sustainable upturn, so says veteran equity analyst Jonathan Chappell from Evercore. He talks tankers with Lloyd’s List Editor Richard Meade this week, and sets out his forecast to 2022.

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Avsnitt(478)

The short life of General License X

The short life of General License X

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 betw...

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The new shipbuilding supercycle: Cyclical upswing or structural shift?

The new shipbuilding supercycle: Cyclical upswing or structural shift?

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

Day of the Seafarer 2026: Lessons learned from Hormuz

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Recycling values are high, but Gulf situation is pivotal

Recycling values are high, but Gulf situation is pivotal

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23 Juni 19min

What is going on in the Strait of Hormuz?

What is going on in the Strait of Hormuz?

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22 Juni 19min

Shipping needs its own maritime-specific AI revolution

Shipping needs its own maritime-specific AI revolution

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17 Juni 19min

An EU ETS that liner shipping can live with?

An EU ETS that liner shipping can live with?

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, especia...

16 Juni 15min

Can we stop seafarers from being criminalised?

Can we stop seafarers from being criminalised?

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, ...

8 Juni 18min

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