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Capital Link Podcasts - Shipping Master Series

Capital Link
Container Shipping
Decarbonization
Tariffs
Shipping Industry
Global Ship Lease
LNG Shipping Sector
Greenhouse Gas Emissions
Retrofit Financing
International Maritime Organization
Kfw Ipex-Bank
Freight Rates
LPG Shipping Sector
Container Shipping Industry
Product Tankers
Global Trade
Navigator Gas
Panama Canal
Euroseas
MPC Container Ships
China

Maritime Podcasts

PublishesDailyEpisodes98Founded8 years ago
Categories
BusinessMarketing

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Artwork for Capital Link Podcasts

Latest Episodes

LNG SHIPPING SECTOR PANEL Thursday, December 11, 2025 Moderator: Mr. Michael Webber, CFA, Managing Partner | Energy Infrastructure, Webber Research & Advisory Panelists: Mr. Jerry Kalogiratos, CEO - Capital Clean Energy Carriers Corp. (NASDAQ: CCEC) ... more

DRY BULK SHIPPING SECTOR PANEL Thursday, December 11, 2025 Moderator: Mr. Liam Burke, Managing Director - B. Riley Securities Panelists: Mr. Aristides Pittas, Chairman & CEO - EuroDry Ltd. (NASDAQ: EDRY); Euroseas Ltd. (NASDAQ: ESEA) Mr. Mads Boye Pe... more

PRODUCT TANKER SECTOR Wednesday, December 10, 2025 Moderator: Mr. Gregory Lewis, Head of Maritime Research – BTIG Panelists: Mr. Carlos Balestra di Mottola, CEO - d'Amico International Shipping S.A. (DIS.MI) (OTCQX: DMCOF) Mr. Soren Steenberg Jensen,... more

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Recent Guests

Moritz Fuhrmann
Co-CEO and CFO of MPC Container Ships
MPC Container Ships
Episode: Deep Dive Into: MPC Container Ships & The Containers Shipping Sector
Jerry Kalogiratos
CEO of Capital Clean Energy Carriers
Capital Clean Energy Carriers
Episode: Deep Dive Into Capital Clean Energy Carriers Corp.
Mads Peter Zacho
CEO of Navigator Gas
Navigator Gas
Episode: Deep Dive Into Navigator Gas

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Talking Points

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Deep Dive Into d'Amico International Shipping S.A. & the Product Tanker Sector Outlook
Q: Could you provide an insight into why stocks in the clean tanking sector currently trade at a wide NAV discount?
Carlos highlights that the current discount reflects market softening and that many vessels were acquired at the bottom of the market, suggesting potential for future price recovery as rates stabilize.
Deep Dive Into d'Amico International Shipping S.A. & the Product Tanker Sector Outlook
Q: What would be your new financial breakeven in this market environment?
Carlos indicates their financial breakeven for 2025 is around $14,000 per day, with a P&L breakeven slightly higher at $15,000 per day due to managing costs under control despite inflationary pressures.
Deep Dive Into d'Amico International Shipping S.A. & the Product Tanker Sector Outlook
Q: What are your general rules of employment of your vessel between the spot market rather than the TC contract?
Carlos explains that they typically aim for a coverage of 40-60% but have recently been more aggressive, dropping as low as 30% due to a strong outlook, and they have adjusted their coverage back to over 50% recently.
Deep Dive Into d'Amico International Shipping S.A. & the Product Tanker Sector Outlook
Q: Could you talk us through what you have done with the fleet size, vessels and ownership type over the past few years?
Carlos mentions the substantial investments made over the years and the establishment of a modern eco-designed fleet, including a new building program that began in 2012 and was completed in 2022 with 22 vessels.
Dry Bulk Shipping Sector With EDRY, GOGL, SB, SHIP & USEA
Q: What will be the longer-term outlook for coal as a source of energy?
It is believed that coal will remain a significant energy source for at least the next 10 to 15 years due to ongoing demand in countries like China and India. Even as green energy projects develop, coal usage won't markedly decrease in the immediate future.

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Frequently Asked Questions About Capital Link Podcasts

What is Capital Link Podcasts about and what kind of topics does it cover?

This series consistently centers on the plural sectors of global shipping, with episodes featuring panels and deep dives across crude tanker, LNG, dry bulk, product tanker, LPG, and container ship markets. Conversations emphasize current demand drivers, rate trends, fleet dynamics, and geopolitical influences—from sanctions and tariffs to Red Sea disruptions and shifting trade flows. A notable strength is the mixture of public-market analysts and company executives, offering both macro market context and company-specific insights, often with practical implications for investors and industry stakeholders navigating volatility into 2026. The format frequently includes panel discussions from top firms and in-depth interviews, making it useful ... more

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Which podcasts are similar to Capital Link Podcasts?

These podcasts share a similar audience with Capital Link Podcasts:

1. Markedspuls

How many episodes of Capital Link Podcasts are there?

Capital Link Podcasts launched 8 years ago and published 98 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Capital Link Podcasts?

Recent guests on Capital Link Podcasts include:

1. Moritz Fuhrmann
2. Jerry Kalogiratos
3. Mads Peter Zacho

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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