Lloyd's List: The Shipping Podcast

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Lloyd’s List is the world’s leading source of insight, analysis and data for shipping businesses and professionals

  1. P&I renewal round: The winners and losers

    18H AGO

    P&I renewal round: The winners and losers

    This episode of the Lloyd’s List Podcast is brought to you by Veson. Find out more at www.veson.com/decarb-guide The 2024/2025 P&I policy year came to a close as it always does on the stroke of midday on February 20, marking the culmination of the annual ritual known as the renewal round. The hard deadline is the date by which 85% to 90% of the world fleet must seal its maritime liability insurance cover for the coming 12 months. Admittedly, it wasn’t an earth-shattering experience. NorthStandard managing director Jeremy Grose even characterised it to me as – in his words - a low-excitement renewal. A number of clubs have proudly proclaimed health growth in entered tonnage, well in excess of the growth in the world fleet. Mathematically, that means there must be losers among the 12 affiliates that make up the International Group of P&I Clubs. But no-one has publicly admitted any shrinkage yet. There were few dramatic moves between clubs, at least that we know of. If anybody emerged as the winner, it was Norway’s Skuld, which picked up business from some big name owners, including SK Shipping, CMA CGM and Oldendorff. There were also suggestions that two British clubs came under a bit of pressure, which may be reflected when they eventually unveil their underwriting positions. But it seems a good time to take stock of what is going on in the sector. David is joined on this week’s episode by: Thomas Nordberg, chief executive, The Swedish Club Julian South, managing director, Wilson Europe Sachin Bhojani, associate director, S&P Global Ratings

    30 min
  2. Is the shadow fleet finally under pressure?

    FEB 23

    Is the shadow fleet finally under pressure?

    The shadow fleet has started the year under pressure. Millions of barrels of unsold Iranian and Russian crude have accumulated in storage due to buyers switching to unsanctioned barrels at reasonable prices. But as the fourth anniversary of Russia’s full-scale invasion of Ukraine looms, a step change in sanctions enforcement has the potential to disrupt shadow fleet trades much more dramatically. The US is rumoured to be looking at more shadow fleet targets to intercept and usher off into the scrapyards. Meanwhile, there is a crackdown looming in Europe, and this time they are serious. The EU’s long-trailed shift to a full maritime services ban still have hit a few political hurdles, but the immediate direction of EU policy promises to significantly ratchet up the sanctions imposed on Russian oil. This increased pressure coincides with an influx of shadow fleet tonnage back into the Russian flag, a lot of which switched following US intervention in Venezuela. That Moscow is keeping a closer eye on its fleet may be evidence that Europe’s pressure (not to mention US boardings) is working and the shadow fleet is beginning to feel the heat. Speaking on this week’s edition of the Lloyd’s List podcast: Bridget Diakun, Senior Risk and Compliance Analyst Tomer Raanan, Maritime Risk Analyst Richard Meade, Editor-in-Chief

    20 min
  3. From data to defensible evidence: Inside the evolving standards of maritime vigilance

    FEB 18

    From data to defensible evidence: Inside the evolving standards of maritime vigilance

    Synmax chief executive officer Eric Anderson joins Lloyd’s List Intelligence global head of compliance and regulatory affairs Eric Orsini to discuss how satellite-derived intelligence is becoming essential in offering ‘ground truth’ evidence for illicit activities being conducted in the maritime space.

    28 min
  4. The electronic bill of lading: are we at the tipping point?

    FEB 9

    The electronic bill of lading: are we at the tipping point?

    THE electronic bill of lading has been one of the most talked-about innovations in container shipping for years now. Advocates say it can slash costs, cut fraud, and ultimately unlock an entirely new world of digital trade finance. Sceptics say we've been hearing that promise for a decade — and paper still dominates. The latest DCSA figures put global EBL adoption at around eleven percent. That's growing, but it's a long way from the one-hundred-percent target that container shipping carriers have set themselves for 2030. So where do we actually stand? To find out, APAC editor Cichen Shen sat down with two people at the centre of the shift: George Guo, the chief executive of IQAX, one of the two largest EBL providers in the world by volume; and Peter Hartz, Maersk's head of ocean surcharges, value-added services and energy products.

    22 min
  5. What to look out for in dry bulk and shipbuilding in 2026

    FEB 2

    What to look out for in dry bulk and shipbuilding in 2026

    In the last episode in our series preparing you for the year ahead, we turn our attention to the dry bulk and shipbuilding sector. Senior reporter Greg Miller and markets editor Robert Willmington assess how each market fared in 2025 before laying out what you should be across in 2026, including an increased focus on tonne miles for the dry bulk sector and the continuing interest shown by national governments in shipbuilding as a strategic business. Will China continue importing record amounts of iron ore? Does it matter if volumes drop off if voyage length increases? Will we see more tankers and bulkers being built or will yards continue to fixate on containership orders? Listen to find out the answers to these questions and more and ensure you’re prepared for what the rest of 2026 has to throw at shipping. Learn more about Lloyd’s List Intelligence here: www.lloydslistintelligence.com/products/…oyds-list

    20 min
  6. What to look out for in decarbonisation in 2026

    JAN 26

    What to look out for in decarbonisation in 2026

    SHIPPING’S road to net zero was made longer and more complicated in 2025, a year which was supposed to clear up a lot of the uncertainty hanging over shipowners looking to make investment decisions for years to come. But events at the International Maritime Organization in October’s extraordinary meeting of the Marine Environment Protection Committee mean shipowners must again wait and see if a global carbon price can be agreed, and if so what it means for the future of their fleets. Lloyd’s List editor-in-chief Richard Meade and senior reporter Declan Bush help answer a few of the outstanding questions, or at least narrow down the ones to ask, and make sure you’re prepared for the year ahead when it comes to decarbonisation policy and technology. Learn more about Lloyd’s List Intelligence here: www.lloydslistintelligence.com/products/…oyds-list

    32 min
  7. What to look out for in containers in 2026

    JAN 19

    What to look out for in containers in 2026

    AS we continue our series to prepare you for the year ahead, attention turn to the container market, which is dominated by one big question: will carriers return to the Red Sea this year or not? Some have already signalled a gradual return, while other have kept their counsel. Lloyd’s List deputy editor Linton Nightingale and Infospectrum senior analyst Neil Dekker explain why a return to the Red Sea could spell a rate hike initially, but will ultimately be bad news for carriers. Plus, Linton explains why the demise of the workhorse of the container market could be bad news for some ports. Learn more about Lloyd’s List Intelligence here: www.lloydslistintelligence.com/products/…oyds-list

    22 min
  8. What to look out for in tankers in 2026

    JAN 12

    What to look out for in tankers in 2026

    It's been an exciting start to the year. That somewhat of an understatement comes from Lloyd’s List senior reporter Greg Miller, who in this week’s episode of the Lloyd’s List Podcast tries to make sense of the crazy start to 2026 and how geopolitical events might affect tanker markets. Trump’s intervention in Venezuela has changed the game completely, but it follows historically high crude tanker rates in 2025, reaching the six-figure mark at some points, before trending downwards towards the end of the year. Greg talks us through the market outlook for both crude and product tankers in the wake of such instability and gives you a big picture of the year ahead for one of shipping’s most exciting sectors. Learn more about Lloyd’s List Intelligence here: www.lloydslistintelligence.com/products/…oyds-list

    17 min
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