The Shipbrokers Podcast
The Shipbrokers Podcast, brought to you by Gibson Shipbrokers, brings you broker driven analysis and expert-led conversations from the ever-changing world of shipping and trade. Produced in-house at our headquarters in London, this podcast delivers timely analysis of the events shaping freight markets.
From shifting geopolitics to market swings, if it’s moving the market, we’re talking about it.
The Shipbrokers Podcast
2026 Half Time Report: Hormuz, Havoc and High Rates
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Host Richard Matthews is joined by Lindsay Hunting (Head of Tanker Projects), Gerrit Stricker (Head of LNG), Sen Raviraj (Lead LPG Analyst) and Dan Gifford (Head of Newbuildings) to review a turbulent first half of 2026. From geopolitical disruption and freight market swings to changing trade flows and record vessel ordering, the panel explores the key forces shaping shipping markets and the outlook for the months ahead.
00:31 2026 Chaos Overview
01:54 Tanker Talk Begins
04:18 Clean vs Dirty Impact
06:06 Contango and China
08:40 Post War Tanker Outlook
10:18 LNG Market Rewiring
14:42 LPG Freight and Product
22:48 Newbuild Ordering Boom
28:40 Key Takeaways and Close