EPISODE · Dec 18, 2020 · 21 MIN
The Lloyd’s List Podcast: Talking tanker turbulence with Jonathan Chappell
from Lloyd's List: The Shipping Podcast · host Lloyd's List
A low orderbook never saved a market – you need demand to recover. Oil needs to return to pre-pandemic levels before you can recalibrate the supply demand of the fleet and think about a more sustainable upturn, so says veteran equity analyst Jonathan Chappell from Evercore. He talks tankers with Lloyd’s List Editor Richard Meade this week, and sets out his forecast to 2022.
What this episode covers
A low orderbook never saved a market – you need demand to recover. Oil needs to return to pre-pandemic levels before you can recalibrate the supply demand of the fleet and think about a more sustainable upturn, so says veteran equity analyst Jonathan Chappell from Evercore. He talks tankers with Lloyd’s List Editor Richard Meade this week, and sets out his forecast to 2022.
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The Lloyd’s List Podcast: Talking tanker turbulence with Jonathan Chappell
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