Shipbuilding in a Supercycle with Dan Gifford

Shipbuilding in a Supercycle with Dan Gifford

Richard Matthews interviews Dan Gifford on the newbuildings market, which remains very strong—especially tankers—with a major VLCC and Suezmax ordering wave (nearly 40 VLCCs ordered so far this year and more in the pipeline). They explain that newbuild prices are being supported by historically high modern secondhand values, limited ships for sale, tight shipyard capacity (Korean yards booked up to 3.5 years forward), and ongoing equipment bottlenecks such as main engines. Dan expects p...

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(16)

Macro Issues, Micro Solutions: Making American Maritime Great Again with Ryan Lynch

Macro Issues, Micro Solutions: Making American Maritime Great Again with Ryan Lynch

Seven weeks before the US-China maritime trade truce expires, American shipbuilding policy is at a crossroads. Richard Matthews sits down with Ryan Lynch, Managing Partner of Maritime Opportunity Inve...

28 Sep 48min

Straight Outta Hormuz with Vortexa's David Wech

Straight Outta Hormuz with Vortexa's David Wech

Six months into the Middle East war, oil has barely moved. Richard Matthews asks Vortexa Chief Economist David Wech the obvious question: why so calm and how long can it last? Wech's answer is that ev...

20 Aug 36min

Maritime risk in the 21st century with Ambrey's Nick Maddalena & Robert Peters

Maritime risk in the 21st century with Ambrey's Nick Maddalena & Robert Peters

In one of the most turbulent weeks in recent maritime history, Richard Matthews sits down with Nick Maddalena, Managing Director of Ambrey Global Specialty, and Robert Peters, Director of Risk Analyti...

22 Jul 45min

2026 Half Time Report: Hormuz, Havoc and High Rates

2026 Half Time Report: Hormuz, Havoc and High Rates

Host Richard Matthews is joined by Lindsay Hunting (Head of Tanker Projects), Gerrit Stricker (Head of LNG), Sen Raviraj (Lead LPG Analyst) and Dan Gifford (Head of Newbuildings) to review a turbulent...

1 Jul 29min

Regional Rivalries: Navigating the Modern Middle East with Sean Matthews

Regional Rivalries: Navigating the Modern Middle East with Sean Matthews

Host Richard Matthews speaks with journalist Sean Matthews on the risk of a “no war, no peace” standoff in the Strait of Hormuz, as US and Iranian tensions simmer below open conflict. They unpack how ...

19 Mai 42min

Tanker Turmoil: All Eyes on Iran

Tanker Turmoil: All Eyes on Iran

Ed Romer-Lee, Lindsay Hunting and Richard Matthews of EA Gibson break down the unfolding Middle East crisis and the extraordinary strain it is placing on global tanker and energy markets, from disrupt...

28 Apr 40min

A Classic Combination: Talking Dual-Purpose Carriers with Engebret Dahm

A Classic Combination: Talking Dual-Purpose Carriers with Engebret Dahm

Richard Matthews speaks with Engebret Dahm, CEO of Klaveness Combination Carriers, about the rise, fall, and resurgence of tanker/dry-bulk “two-in-one” vessels. Once prominent between the 1970s and 19...

25 Mar 39min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-skravla-gar
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
rss-pa-konto
lederpodden
tid-er-penger-en-podcast-med-peter-warren
utbytte
rss-markedspuls-2
rss-orjasater
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
okonomiamatorene
pengesnakk
finansredaksjonen
liberal-halvtime