Show Notes
In a busy week where events in Iran continue to dominate the news cycle, companies editor Mark Robinson stands in for Dan Jones to discuss the impact of the conflict on maritime activities, focusing on supply chain disruption, rerouting and cost implications, along with the challenge faced by global shipping lines such as Maersk & MSC. He is joined by Michael Fahy and Julian Hofmann. Mark is also joined by Valeria Martinez to focus on full-year figures from shipping broker Clarkson (CKN).
Read more on Investors' Chronicle around this week's podcast: Clarkson order book builds despite ship slowdown Shares keep falling on oil volatility Energy shocks force investors to rethink rate cuts
Timestamps 00:00 How the Iran conflct has affected markets this week 03:41 A closer look at Clarkson results 10:57 Shipping companies & supply chain disruption 17:39 Energy prices 18:23 The danger from an equities perspective 19:43: What retail investors should do when a black swan event happens
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