Marketplace Roundtable #60: A Surprising Shipping Catalyst With J Mintzmyer

We spoke with J Mintzmyer about the shipping sector in June, when sentiment was at a low. There's been quite a turn since then, and after another Marine Money event we speak with him about what's changed and where investors' focus is. ESG (Environmental, Social, and Corporate Governance) investing was a major topic, but as a positive driver for the sector in the way that IMO 2020 has been, rather than as a problem. You can read J's full write-up of the conference here.Topics Covered2:00 minute mark - The turnaround in shipping sector sentiment and optimism over pending regulations5:00 - Shipping companies role in innovation8:00 - Divestment pressure and the Poseidon Principles14:00 - IMO 2020's impact and what it means for future regulations20:00 - Consolidation in the sector25:30 - LNG as a bridge fuel - yea or nay?29:00 - Names that stood out - Star Bulk Carriers (SBLK), Dorian LPG (LPG), and Scorpio Tankers (STNG)Learn more about your ad choices. Visit megaphone.fm/adchoices