The impact of softening US sanctions on tanker rates

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 sanctions Read more: Red-hot crude rates will not become new normal, says Kpler

One 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 off Read more: Shipping investor bets on offshore and multipurpose vessels

Four 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 Arctic

The 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 shipowners Read more: ETS revamp could see millions pumped into European shipping

Host and producer: Craig Eason Additional reporting or research: Lucy Hine, Yannick Guerry, Jonas Wahlsgard, Matt Coyne A TradeWinds/DN Media podcast Hosted on Acast. See acast.com/privacy for more information.