Lloyd’s List is the world’s leading source of news, analysis and data for shipping businesses and professionals. We help our customers make sound business decisions by highlighting key risks and opportunities via accurate and timely insights into their markets.
The Lloyd’s List Podcast: The view from New York
THIS week’s edition of the Lloyd’s List podcast comes to you via New York where markets editor Michelle Wiese Bockmann has been speaking with with three key maritime and shipping leaders in their field that each provide a unique financial and investment perspective on our industry.
Svein Engh is senior managing director and portfolio manager of Entrust Global. The lending business has raised nearly three billion dollars since founding in 2016, the vast majority of that during the pandemic.
John Kartsonas is founder and managing partner of Breakwater Advisors. He started the exchange-traded fund BDRY, based on dry bulk freight futures, opening up shipping to retail and institutional investors. The ETF trades between five and ten million dollars, volumes that rival many of the mostly illiquid small-cap shipping stocks on the New York Stock exchange.
Michael Webber, managing partner of Webber Advisory, is a long-time researcher of public shipping markets, well known for his work looking ESG, or Environmental, Social and Governance, in this space.
The Lloyd’s List Podcast: Is AI really changing shipping?
THE world is supposedly in the middle of an artificial-intelligence and machine-learning revolution
Not that you would necessarily know that looking at the shipping industry.
While there are some interesting projects out there and you will find AI liberally peppered across marketing documents, the reality is that we are barely scratching the surface of what’s possible with some imaginative application of technology.
We've seen a lot of enthusiasm and for those able to sit through the futurists forecasts of the art of the possible there’s a lot to look forward to, but as with the rest of the digitization revolution the industry is currently in a more practical, pragmatic phase of development where the conversation is about cost, data quality, systems and of course complexity.
So this week on the podcast we’re looking at whether the AI revolution really is changing shipping and why the answer to that question is less a story about technology and more a revealing snapshot about the mentality and willingness of the industry to engage in real change.
It’s about how the industry is slowly but surely dividing into a tiered economy of haves and have nots.
Speaking on the podcast this week:
Nick Chubb, the founder the maritime innovation consultancy Thetius
Roberto Coustas, ceo of DeepSea Technologies
Elena Prekopova, Director, Digital Innovation Lloyd’s Register
Deanna MacDoanld, Co-founder and Managing Partner of BunkerTrace
The Lloyd’s List Podcast: Why shipping is facing a compliance crisis
Economic measures to cut Russia off from the world’s financial arteries are the most extensive seen since the Second World War and the impact is starting to be felt. This week’ episode of the Lloyd’s List Podcast examines what that means for shipping companies trying to navigate the morass of rapidly evolving financial trade restrictions.
For more detail check out our special report examining risk and compliance in shipping at: https://lloydslist.maritimeintelligence.informa.com/special-reports/2022/Risk-and-compliance
The Lloyd’s List Podcast: Five key forecasts for shipping
Lloyd’s List’s latest quarterly outlook for shipping examines the trends across all shipping sectors, so for this week’s edition of the podcast the editorial team have gathered around the microphone to offer their view of what happens next in containers, tankers, dry bulk, the orderbook and regulation.
The Lloyd’s List Podcast: The cyber threat to maritime and the insurance industry's response
There is a disconnect between the increasing risk to maritime businesses posed by Cyber attacks and the defences being erected in response. So as UK president Joe Biden was declaring it a "patriotic obligation" for businesses to bridge that gap, Lloyd’s List and Insurance Day were busy this week gathering the industry’s leading experts for a frank discussion of the evolving threat to shipping and how standardisation, transparency and a significant uptick in funding are required to avert a looming crisis.
This week Lloyd’s List teamed up with our colleagues and friends at Insurance Day for a timely webinar looking at the cyber threat to maritime and the insurance industry's response.
This week’s edition of the podcast offers some highlights from the live event, but a full recording of the webinar is available, for free. Register at Lloydslist.com or Insuranceday.com and listen at your leisure.
Speakers on this week’s edition include:
Julian Clark, Global Senior Partner at Ince
Päivi Brunou, Head of Cyber Security Technology at Wärtsilä Voyage.
Bill Egerton – Chief Cyber Officer, Astaara
Simon Meech, Cyber practice leader, cyber and technology division, BMS
Kelly Malynn, Senior Risk Manager, Beazley
The Lloyd’s List Podcast: The implications of unplugging Russia from the global economy
Amid the chaos, sanctions and global trade disruption, the long term implications of Russia’s invasion of Ukraine are starting to become clearer and the implications for seaborne trade are inevitably complex. To help unravel the uncertainties and offer an independent expert eye on what this all means for the global shipping industry, Lloyd’s List has once again gathered it’s leading analysts to offer expert insights on the forces shaping shipping.
Listen to the latest edition of the Lloyd’s List’s weekly podcast — your free weekly briefing on the stories shaping shipping
Four weeks in to Russia’s invasion of Ukraine we are starting to see what the long term implications of this war looks like for trade.
Sanctions by the US and allies on Russia's financial system have been tightening daily and while there is still a lot not covered by the restrictions, they have already set in motion a backlash against Russian crude from banks, buyers and shippers.
So while we can look at the numbers, we also have to be aware that a new factor is now shaping shipping markets: the force of public opinion is directly determining what is and isn’t tradable.
It is now abundantly clear to everyone - Unplugging Russia from the world economy is going to result in lasting disruption across all sectors, so for this week’s edition of the podcast I am once again pulling in the collective expertise of Lloyd’s List’s leading analysts to offer their insight into how the markets are holding up in the face of war.
The key areas of concern are of course the two fundamental “Fs” of commodity markets: food and fuels.
It’s not just the headline concerns about oil and gas we should be worried about, the Russian Federation and Ukraine are global players in agrifood markets.
Together, the countries represent 53 per cent of the share of global trade in sunflower oil and seeds, and 27 per cent of the share of global trade in wheat. Russia is also a major global supplier of chemical products – including fertilizers, as well as metals and wood products.
And on Lloyd’s List Intelligence we have been verifying all maritime links to Russian affiliated entities to ensure that subscribers are able to screen counterparties and verify compliance.
You can find out more by following the links at the top of Lloydslist.com
Speaking on the podcast this week:
• Michele Wiese Bockmann, Lloyd’s List Markets editor
• James Baker, Lloyd’s List Containers Editor
• David Osler, Lloyd’s List Law and Insurance Editor,
• Nidaa Bakhsh, Lloyd’s List Senior Reporter
• Bridget Diakun, Lloyd’s List Data Reporter
Th shipping industry’s essential weekly listen
Terrible Audio, decent content
Really need to invest in decent mics.
Great topics but poor sound quality
I have really enjoyed the discussions on these podcasts, I work in the shipping world and it’s great to hear all the different views.
The downside for me is the poor audio quality, I have to really turn the volume up to hear the guest speaker then get an ear drum blast part way through of the music!