Geopolitical-fueled supply-chain dislocations have provided a constructive supply-demand backdrop for product and chemical-tanker fleets in 2025. The crisis in the Red Sea, sanctions on Russian energy exports and potential US tariffs have increased ton-miles and absorbed capacity. Time charter rates remain above historical averages despite coming off their robust levels over the past three years, which will weigh on earnings this year. In this Talking Transports podcast, Gernot Ruppelt, CEO of Ardmore Shipping, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights into the state of the product tanker market. Ruppelt also discusses the company’s integrated trading strategy, focus on innovation to drive operating costs lower and capital-allocation priorities.

<p>Geopolitical-fueled supply-chain dislocations have provided a constructive supply-demand backdrop for product and chemical-tanker fleets in 2025. The crisis in the Red Sea, sanctions on Russian energy exports and potential US tariffs have increased ton-miles and absorbed capacity. Time charter rates remain above historical averages despite coming off their robust levels over the past three years, which will weigh on earnings this year. In this Talking Transports podcast, Gernot Ruppelt, CEO of Ardmore Shipping, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights into the state of the product tanker market. Ruppelt also discusses the company&rsquo;s integrated trading strategy, focus on innovation to drive operating costs lower and capital-allocation priorities.</p>

Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.

<p>Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.</p>

Talking Transports

Ardmore on What’s on the Horizon for Tankers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b92bdc7c-9532-4a96-9630-b28f01158ca6/transcript

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