Lloyd's List: The Shipping Podcast

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Lloyd's List: The Shipping Podcast

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

  1. What to look out for in 2025 in risk and compliance

    HÁ 5 DIAS

    What to look out for in 2025 in risk and compliance

    THE geopolitical landscape changed seemingly by the hour in 2024, and 2025 has started in a similar vein. Cable cutting, new tranches of sanctions from the outgoing Biden administration and Chinese shipping giant Cosco being placed on a US Department of Defense sanctions for links to the Chinese military – all of that has happened in the first 10 days of 2025. But before all of that though, our risk and compliance experts gathered to discuss what they would be looking out for in 2025 and what you should be expecting from the year ahead. They discussed how sanctions handed down by multiple governments are attempting to control the trade of a growing dark fleet*, the increase in Automated Identification System manipulation, plus they debate whether shipping will return to the Red Sea in 2025. Joining reporter Joshua Minchin on this episode are: • Michelle Wiese Bockmann, principal analyst, Lloyd’s List • Tomer Raanan, senior maritime reporter, Lloyd’s List • Bridget Diakun, maritime risk analyst, Lloyd’s List * Lloyd’s List defines a tanker as part of the dark fleet if it is aged 15 years or over, anonymously owned and/or has a corporate structure designed to obfuscate beneficial ownership discovery, solely deployed in sanctioned oil trades, and engaged in one or more of the deceptive shipping practices outlined in US State Department guidance issued in May 2020. The figures exclude tankers tracked to government-controlled shipping entities such as Russia’s Sovcomflot, or Iran’s National Iranian Tanker Co, and those already sanctioned.

    17min
  2. What to look out for in 2025 in decarbonisation

    3 DE JAN.

    What to look out for in 2025 in decarbonisation

    Decarbonisation is one of the most written-about topics in Lloyd’s List. Read our daily briefing on any given day and it will more than likely contain at least one story dedicated to the industry’s journey towards net zero. And there’s good reason for that too. It dominates shipping headlines and touches every corner of our industry and 2025 could be a pivotal year in shipping’s long history. Not only are there major changes to the European Union’s FuelEU and Emissions Trading System about to come into force, but many believe the world’s first international carbon levy could be agreed at the International Maritime Organization during meetings of its Marine Environment Protection Committee later this year. So, how likely is it that shipping gets a firm agreement from the IMO that carries some weight? And, if nothing is agreed, then what does the future of the regulator look like? To talk you through what could be a momentous year in securing shipping’s future, here’s multimedia editor and former sustainability editor Declan Bush, and Lloyd’s List editor-in-chief, Richard Meade.

    18min
  3. What to look out for in 2025: tankers, containers, dry bulk and shipbuilding

    29/12/2024

    What to look out for in 2025: tankers, containers, dry bulk and shipbuilding

    Reading the runes of this industry is often a futile and thankless task – predictions are regularly wiped out just hours after they are made. Despite that, our markets team assembled to make sure you are as prepared as you can be in our unpredictable sector for the year ahead. Senior maritime reporter Greg Miller discusses tankers and dry bulk, asking why the year started off so well for both before reaching a disappointing climax. Containers editor James Baker joins Greg to ask whether the box sector gravy train will ever end, and finally markets editor Robert Willmington takes a look at the shipbuilding market and makes some predictions about recycling and sale and purchase in 2025. There is plenty more to come from the rest of the Lloyd’s List team in the New Year to make sure you’re briefed for the year ahead. But if you want to listen to any of our episodes from 2024, you can find them all on Spotify, Soundcloud, as well as the Lloyd’s List app.

    19min
  4. What to look out for in 2025

    20/12/2024

    What to look out for in 2025

    Another year over, a new one just begun. As the clock ticks down on 2024 and 2025 begins, shipping is braced for another unpredictable year. Reading the runes of this industry is often a futile and thankless task – predictions are regularly wiped out just hours after they are made. But nevertheless, to prepare you for the New Year the Lloyd’s List editorial team is going to be bringing you several mini episodes of the podcast over the next couple of weeks, in which they will discuss the things they are looking out for in 2025. We’ll be talking about decarbonisation, risk and compliance, the container, tanker and dry bulk markets, as well as the marine insurance sector too. But to kick things off, editor-in chief Richard Meade and our Asia Pacific editor Cichen Shen sat down to take a bird’s eye view of the industry, and reveal what they will be waiting for in 2025.

    23min
  5. The Lloyd’s List Outlook Forum: Is the dark fleet getting darker?

    18/12/2024

    The Lloyd’s List Outlook Forum: Is the dark fleet getting darker?

    The volume and frequency of sanctions being targeted against shipping has never higher, or more visible, Sanctions are now a daily part of the Lloyd’s List news agenda, so it’s sometimes difficult to see how and how fast things are changing. But the risk and compliance landscape has noticeably changed this year – we’re seeing more targeted sanctions, and in response we’re seeing an ever-evolving shift of circumvention tactics, from an ever growing dark fleet that is looking more and more dangerous by the day. And the politics are also shifting. Much of Donald Trump’s sanctions strategy remains unclear, and on past experience, unpredictable. It’s a fair bet that Tehran can expect to be under more pressure post January 20 next year. But what happens with Russia – that’s the big question. And what does that mean for the rest of shipping that has been left to navigate its way around not just an increasingly hefty compliance burden, but what is essentially a tiered trading system where one part of the industry is jumping through hoops to apply regulation and decarbonise and pay for carbon burned… While another section sails without basic adherence to safety regulations, no insurance, no legitimate flag – they are outside of the rules based order and they are earning a premium for it. So when Lloyd’s List hosted its annual Outlook Forum in London earlier this month, this was the context to our discussions around sanctions risk and compliance. If you haven’t already listened to the previous edition of the podcast where we brought you highlights of the first panel from our outlook event, then now would be a good time to hit pause and go back to listen to that one first. For the rest of you though, this is the second and final part of our edited highlight series that you’re going to be listening to today. Joining Richard on the panel were: Michelle Linderman, partner, Van Bael & Bellis Daniel Martin, partner, HFW Michelle Wiese Bockmann, principal analyst, Lloyd’s List Bridget Diakun, maritime risk analyst, Lloyd’s List

    19min
  6. The Lloyd’s List Outlook for 2025 and beyond

    16/12/2024

    The Lloyd’s List Outlook for 2025 and beyond

    Each year, Lloyd’s List likes to gather a group of industry leaders, lock them in a room and not let them leave until they have divined the fate and fortunes of the shipping industry for the year to come. And that’s what we did earlier this month in London at the annual Lloyd’s List Outlook Forum, sponsored by Lloyd’s Register. Having gathered a baseline of crowdsourced knowledge from Lloyd’s List readers, we invited an all star line up of shipping’s sharpest minds to join us for a discussion of the opportunities and threats that will be shaping shipping next year and beyond. Understanding the tipping points that will determine the future of the industry is absolutely critical, and you can learn what to look out for in 2025 in this week’s episode, which brings you highlights from the event in London. • • Nick Brown, chief executive, Lloyd’s Register • Karrie Trauth, senior vice-president and head of shipping and maritime, Shell • Tanuj Luthra, chief operating officer, Zodiac Maritime • Andrea Olivi, global head of shipping, Trafigura • Michael Parker, Citi global shipping, logistics and offshore chairman and chair of the Poseidon Principles Want more insight? Download our Lloyd’s List Outlook Forum: 2025 and beyond Summary and Key Takeaways document, including the results from our Outlook survey and key quotes and charts from the event here: https://info.lloydslistintelligence.com/lloyds-list-outlook-forum-2025-and-beyond

    21min
  7. The shipowner crewing tankers with 50% women ... and the trailblazing Wista founders

    09/12/2024

    The shipowner crewing tankers with 50% women ... and the trailblazing Wista founders

    EVER wanted to know what it’s like to operate ships where half the crew are women? Well, this week’s podcast is going to tell you. Lloyd’s List’s principal analyst, Michelle Wiese Bockmann, spoke to Hafnia, the New York and Oslo listed shipowner about a trailblazing initiative that has seen them crew five product tankers with 50% women. But I also want to highlight some of the positive steps being taken to integrate women to a seafaring career and international maritime industry generally. But there’s also an important piece of history to mark. Michelle catches up with the two women who founded the Women’s International Shipping and Trading Association at the very same pub in London where its first meeting was held 50 years ago. It’s important to highlight and recognise the treatment women receive at sea. But it’s also important to highlight some of the positive steps being taken to integrate women to a seafaring career and international maritime industry generally.

    18min
  8. Want green fuels? Come to Hong Kong

    03/12/2024

    Want green fuels? Come to Hong Kong

    After enduring social unrest, geopolitical tensions and the Covid-19 pandemic, this Asian financial and shipping hub — long seen by many as in decline — has finally found an opportunity to stage a comeback. The Action Plan on Green Maritime Fuel Bunkering and accompanying incentive scheme unveiled a few weeks ago is seen by the local shipping community as a step by the Hong Kong government in the right direction — but only a step. The ambition is big, because behind it is not just a Hong Kong story, but a China story. Here, promoting renewables and ensuring energy security are closely intertwined, and its massive scale and cost advantage in this sector has led people to believe that the country will become the world’s largest supplier of low-emission fuels, such as green methanol and ammonia. Hong Kong, a former British colony and the most outward-looking and free trading part of Chinese territory, despite Beijing’s tightening grip over the past decade, should become one of the most important exporters, or a trading hub for these fuels to reach the world, some argue. In the words of Hong Kong Chamber of Shipping chairman Hing Chao, the vision is to “provide a Chinese solution to global maritime decarbonisation¨ through Hong Kong. Can this vision succeed? What more does Hong Kong need to do? For example, does it need to implement its own carbon pricing mechanism with neighbouring Chinese ports, say those in the Hong Kong-Macao-Guangdong Greater Bay Area, or GBA, before the International Maritime Organization’s mid-term measures roll out? More importantly, can China fulfil its ambition to become the “world’s factory” for green fuels? What challenges need to be overcome? Also, will geopolitics, which is accelerating the reconfiguration of global trade and supply chains, and arguably also affecting the pace of global decarbonisation, hinder the realisation of this ambition? Joining Cichen on this week’s episode are: Hing Chao, chairman of the Hong Kong Chamber of Shipping and Wah Kwong Maritime Transport Roberto Giannetta, chairman of the Hong Kong Liner Shipping Association Sanjay Kuttan, chief strategy officer of the Global Centre for Maritime Decarbonisation

    29min
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Lloyd’s List is the world’s leading source of insight, analysis and data for shipping businesses and professionals

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