Supply chain dislocations, low orderbook and low-single-digit demand growth for oil bodes well for crude tanker rates over the coming years. In this Talking Transports podcast, DHT Holdings President and CEO Svein Moxnes Harfjeld joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss the outlook for the very large crude carrier (VLCC) tanker market. The changes in freight flows from Russia’s war with Ukraine has had a bigger impact on rates then the crisis in Red Sea, as VLCC ships don’t traverse the Suez Canal when fully loaded. Moxnes Harfjeld also talks about DHT’s approach to lowering emissions, the shadow fleet, changes in global crude demand and life before shipping as a drummer in the band Small Affairs.

Supply chain dislocations, low orderbook and low-single-digit demand growth for oil bodes well for crude tanker rates over the coming years. In this Talking Transports podcast, DHT Holdings President and CEO Svein Moxnes Harfjeld joins Lee Klaskow, Bloomberg Intelligence senior transportation &amp; logistics analyst, to discuss the outlook for the very large crude carrier (VLCC) tanker market. The changes in freight flows from Russia’s war with Ukraine has had a bigger impact on rates then the crisis in Red Sea, as VLCC ships don’t traverse the Suez Canal when fully loaded. Moxnes Harfjeld also talks about DHT’s approach to lowering emissions, the shadow fleet, changes in global crude demand and life before shipping as a drummer in the band Small Affairs.

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.

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.

Talking Transports

DHT’s Tide Rises With Oil Tanker Rate Cycle

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/70647bf6-8a7c-4ca1-b89d-b14501298364/transcript

Crude and product tanker operators look well positioned given the positive rate backdrop created by increased consumption and low orderbook, dislocations from Russia’s war in Ukraine and the crisis in the Red Sea, which have soaked up additional capacity from longer voyages. In this Talking Transports podcast, Lois Zabrocky, International Seaways president and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share her insights into the tanker markets. Zabrocky also talks about how Seaways is navigating new emission regulators facing the global shipping industry. In addition, she discusses Seaways’ fleet, demand trends, the company’s use of cash and leaving Iowa for a career on the high seas.

Crude and product tanker operators look well positioned given the positive rate backdrop created by increased consumption and low orderbook, dislocations from Russia’s war in Ukraine and the crisis in the Red Sea, which have soaked up additional capacity from longer voyages. In this Talking Transports podcast, Lois Zabrocky, International Seaways president and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share her insights into the tanker markets. Zabrocky also talks about how Seaways is navigating new emission regulators facing the global shipping industry. In addition, she discusses Seaways’ fleet, demand trends, the company’s use of cash and leaving Iowa for a career on the high seas.

Seaways’ Zabrocky on Tanker-Market Prospects

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3a5f2f27-3ecc-4552-82b8-b17700c80c2d/transcript

Shippers with time-sensitive, perishable or high-value freight look to expedited transportation markets to ensure on-time delivery of critical shipments. In this Talking Transports podcast, Nicole Glenn, Candor Expedite’s founder and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share her insights into this growing and often overlooked part of the freight market. She also talks about the growth in recurring business and Candor’s new food-chain division, which uses reusable cold packaging and provides constant temperature monitoring. Glenn also shares the challenges she faces as an entrepreneur, what motivates her to expand the businesses and how a chance meeting changed her career trajectory.

Shippers with time-sensitive, perishable or high-value freight look to expedited transportation markets to ensure on-time delivery of critical shipments. In this Talking Transports podcast, Nicole Glenn, Candor Expedite’s founder and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share her insights into this growing and often overlooked part of the freight market. She also talks about the growth in recurring business and Candor’s new food-chain division, which uses reusable cold packaging and provides constant temperature monitoring. Glenn also shares the challenges she faces as an entrepreneur, what motivates her to expand the businesses and how a chance meeting changed her career trajectory.

Candor’s Glenn Focused on Expediting Freight

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/65643425-7ef1-46a3-bc15-b16f00ea9f94/transcript

The first quarter may have marked the bottom for freight markets, even as the outlook remains mixed with a high degree of uncertainty. In this Talking Transports podcast, Ravi Shanker, Morgan Stanley’s managing director and lead analyst for North American freight transportation and airlines, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his takeaways from 1Q earnings and his longer-term outlook. Shanker expects the truckload market cycle will turn on increased demand over an acceleration of supply leaving the market as inventories are restocked. He also talks about precision-scheduled railroading, focusing beyond operating ratio for railroads, parcel markets, airlines service, less-than-truckload valuation and how a quote in Car and Driver magazine changed his life.

The first quarter may have marked the bottom for freight markets, even as the outlook remains mixed with a high degree of uncertainty. In this Talking Transports podcast, Ravi Shanker, Morgan Stanley’s managing director and lead analyst for North American freight transportation and airlines, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his takeaways from 1Q earnings and his longer-term outlook. Shanker expects the truckload market cycle will turn on increased demand over an acceleration of supply leaving the market as inventories are restocked. He also talks about precision-scheduled railroading, focusing beyond operating ratio for railroads, parcel markets, airlines service, less-than-truckload valuation and how a quote in Car and Driver magazine changed his life.

A Peek Past 1Q With Morgan Stanley’s Shanker

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/df2252ed-fb43-4179-9580-b16a00f97564/transcript

DHT’s Tide Rises With Oil Tanker Rate Cycle

In 1 playlist(s)

Talking Transports

Social links

Follow podcast

Recent clips