Dislocations created by Russia’s invasion of Ukraine, low water levels in the Panama Canal and the crisis in the Red Sea have increased the demand for LNG tankers and has been a boost for time-charter rates and earnings for ship owners. Earning power will remain strong, even as they normalize lower from 2021’s peaks as rates remain well above breakeven levels for LNG tanker fleets. In this Talking Transports podcast, Oystein Kalleklev, CEO of Flex LNG and Avance Gas joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to share his insights into the LNG tanker industry. Kelleklev also talks about the orderbook of these $260 million assets, demand trends, lowering emissions and the LNG tanker market becoming more dynamic following the 2011 Fukushima disaster.

<p>Dislocations created by Russia’s invasion of Ukraine, low water levels in the Panama Canal and the crisis in the Red Sea have increased the demand for LNG tankers and has been a boost for time-charter rates and earnings for ship owners. Earning power will remain strong, even as they normalize lower from 2021’s peaks as rates remain well above breakeven levels for LNG tanker fleets. In this Talking Transports podcast, Oystein Kalleklev, CEO of Flex LNG and Avance Gas joins Lee Klaskow, Bloomberg Intelligence senior transportation &amp; logistics analyst, to share his insights into the LNG tanker industry. Kelleklev also talks about the orderbook of these $260 million assets, demand trends, lowering emissions and the LNG tanker market becoming more dynamic following the 2011 Fukushima disaster.</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

LNG Tanker Market Changing With the Times

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b776f463-e308-4a45-b2fd-b1e700cab238/transcript

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