TradeWinds Wavelength - a weekly shipping news show

In this week's episode of the Wavelength podcast:TradeWinds' China correspondent Huaqing Ma brings back all the hottest talking points from Pudong Maritime Week in Shanghai. Turns out super-strong markets are raising 'red flags' for financiers and concerns over how much longer the good times can last.Read more: Chinese ship financiers flush with deals as threats lurk on the horizonRead more: ‘New price paradigm’: Cheap newbuildings may never return, shipowner warnsRead more: ‘We can’t just switch overnight’: IMO chief makes case for LNGTanker rates appear to have become unsustainably high. Matt Coyne is here to talk about what might realistically bring them down – and what probably won’t.Read more: Crude reality: moving barrel of oil now costs more than hauling tonne of iron oreRead more: Chinese oil buyers tipped to be cautious amid high costs and freightRead more: Trump sanctions plan sends ‘wrong signal’ to mainstream tanker owners, says IntertankoRead more: BRS and Clarksons join doubts over US tanker waiverJapan usually takes a progressive stance at the International Maritime Organization, but a green legal firm has slammed Japan’s latest proposal for an alternative net-zero framework for decarbonising shipping. Opportunity Green has published a critique.Read more: Japan’s new net-zero proposal slammed as a compromise too farAnd we have a clip from this week’s episode of Wavelength Plus, in which Craig Eason looks at the role of venture capital in maritime tech. This is also the first-ever video episode of Wavelength Plus, linked below. (The audio version is available as usual on all good podcast platforms.)Read more: Lifting the lid on the world of maritime venture capitalHost and producer: Holly Birkett.Additional reporting or research: Matt Coyne, Huaqing Ma, Craig Eason and Yannick Guerry.A TradeWinds/DN Media podcast. Hosted on Acast. See acast.com/privacy for more information.

In this week's episode:The potential impact of US easing sanctions on tanker rates is under scrutiny. Kpler tanker analyst Matt Wright is in the Wavelength studio to assess the impact of the Trump administration's latest move to get Russian diesel, whether it is a domestic ploy ahead of mid-term elections, and whether it will impact Gulf tanker rates.Read more: Dark fleet hurdles cloud Trump’s plan to ease tanker sanctionsRead more: Red-hot crude rates will not become new normal, says KplerOne company benefiting from positive markets is BlueYield, a Stockholm-listed investment house focused on stakes in vessel-focused Special Purpose Vehicles.BlueYield chief executive Jonas Kamstedt talks to host Craig Eason about the investment strategy, timing, markets, and which segment may be the next big one.Read more: Swedish shipping investor proposes extraordinary dividend as strategy pays offRead more: Shipping investor bets on offshore and multipurpose vesselsFour former MOL gas carriers that changed hands to a Novatek-linked firm and are heading into the Russian Arctic.TradeWinds's LNG correspondent Lucy Hine has been tracking the vessels, and digging into the owner and potential sanctions risks of a growing ice-class LNG carrier fleet, with some vessels still at the newbuilding yard.Read more: Prices paid by Russia’s Novatek for MOL’s LNG quartet emerge as ships head for ArcticThe European Union is set to reveal its revamp of the bloc's emissions trading system in the coming months, and shipping is in the mix.While the update is one of a regular set of updates Brussels carries out to keep the ETS relevant and in line with its green strategies, it will include proposals to help shipowners use green fuels. The problem, according to European Shipowners secretary-general Sotiris Raptis, is that the proposal does not send positive change signals to shipowners.Read more: EU proposals on ETS amendments fail to send right signals to European shipownersRead more: ETS revamp could see millions pumped into European shippingHost and producer: Craig EasonAdditional reporting or research: Lucy Hine, Yannick Guerry, Jonas Wahlsgard, Matt CoyneA TradeWinds/DN Media podcast Hosted on Acast. See acast.com/privacy for more information.

In this week’s Wavelength.TradeWinds correspondent Paul Peachey has been uncovering what happened on the tanker Settebello before and after it was attacked by US forces in the Middle East in the summer.This is the story of the families of three crew members who were killed struggling to get answers and get the compensation they say they deserve.The story comes in a week of an unprecedented number of attacks on ships and crews in the Black Sea and Middle East.Read more: Final mobile messages reveal fears of seafarers killed in US missile attackRead more: Bulgaria stops search for missing seafarers after Russia strikes four Turkish shipsRead more: Greek tanker ablaze off Russia in Ukrainian sea drone strikeMatt Coyne and Irene Ang discuss events in the car carrier market as key carmakers in China order their own ships again and Norway’s Wallenius Wilhelmsen raises cash to fund another fleet expansion programme.Read more: Chinese auto giants line up $2.5bn haul to drive car carrier orders to new recordRead more: Wallenius Wilhelmsen completes $300m share sale amid talk for up to 12 newbuildingsHost and producer: Craig EasonAdditional reporting: Yannick Guerry, Matt Coyne, Irene Ang and Paul PeacheyA TradeWinds/DN Media Podcast Hosted on Acast. See acast.com/privacy for more information.

In this week’s episode:TradeWinds’ tanker correspondent, Matt Coyne, is in the studio to unravel yet more superlatives about the crude markets as geopolitics and turmoil feed into rocketing rates.Read more: Oslo-listed VLCC giants sitting on $2bn in paper profit on newbuildingsRead more: ‘Extraordinary’ tanker boom could last through next year, says ClarksonsWas it hacked or is there a disinformation campaign? We look at new cyber rules, an attempt to exaggerate a cyber hack on a ship and just how difficult it is in the cyber resilience market.Read more: Is there a cyber disinformation campaign targeting shipping?Holly Birkett is in the studio with the monthly edition of Granular, our regular look at a key area in the dry bulk market.Read more: Fertiliser will lose out to copper industry as sulphur shortage shifts trade flowsHost and producer: Craig EasonAdditional reporting: Matt Coyne, Holly Birkett, Yannick GuerryA TradeWinds/DN Media podcast Hosted on Acast. See acast.com/privacy for more information.

In this week’s podcast:Trafigura is bringing its VLCC tanker division, now called Volare Shipping, to the Oslo Stock Exchange with a planned IPO.Lucy Hine joins host Craig Eason to talk through the listing and how the tanker market has reacted.Read more: Trafigura launches $500m Oslo IPO for new VLCC spin-off Volare ShippingRead more: Volare Shipping sells $500m new shares boosting value to $1.2bn ahead of IPORead more: Trafigura banks $38m profit on sale of product tanker pairThe International Union of Marine Insurance held its annual gathering in Rotterdam this week. TradeWinds risk correspondent Paul Peachey talks to new IUMI president Sean Dalton and discusses key issues around the state of the insurance markets, war, chokepoints and the risks of car batteries.Read more: The open-and-shut Hormuz case gives war risk insurers the jittersRead more: Hull underwriters hit by rising costs and war lossesRead more: Idle ships in Gulf pose threat for maritime insurers when they start movingHost and producer: Craig EasonAdditional reporting: Yannick Guerry, Lucy Hine and Paul PeacheyA TradeWinds/DN Media podcast Hosted on Acast. See acast.com/privacy for more information.