2026 Half Time Report: Hormuz, Havoc and High Rates

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 Overview01:54 Tanker Talk Begins04:18 Clean vs Dirty Impact06:06 Contango and China08:40 Post War Tanker Outlook10:18 LNG Market Rewiring14:42 LPG Freight and Product22:48 Newbuild Ordering Boom28:40 Key Takeaways and Close